【早盘三分钟】1月12日ETF早知道
Xin Lang Cai Jing·2026-01-12 01:51

Market Overview - The market temperature gauge indicates a 75% bullish sentiment, with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index showing historical P/E ratios at 99.79%, 91.77%, and 47.47% respectively [1][13] - The short-term sector performance shows media, defense, and military industries leading with gains of +5.31%, +3.60%, and +3.29% respectively, while banking and non-bank financial sectors are lagging [2][13] Fund Flows - The top three sectors for capital inflow are media (8.203 billion), home appliances (1.257 billion), and non-ferrous metals (1.193 billion), while the sectors with the highest outflows include electronics (-7.899 billion), power equipment (-7.340 billion), and defense and military (-4.885 billion) [2][11] ETF Performance - The "Big Data ETF" from Huabao has seen a 20.78% increase over the past six months, while the "Military ETF" has risen by 39.89% in the same period [4][15] - The "Common Aviation ETF" has surged by 2.75%, marking a new high since its listing, with a net subscription of 47.98 million in the last five days [17] Industry Highlights - The commercial aerospace sector is experiencing a boost, with a record application of over 200,000 satellites planned for deployment, indicating a strategic national interest [17] - The non-ferrous metals sector continues to rise, with the Huabao Non-Ferrous Metals ETF increasing by 3.24% and attracting a net inflow of 252 million over the past five days, driven by expectations of strong demand and supply disruptions [6][17]

【早盘三分钟】1月12日ETF早知道 - Reportify