图解2026年开年热门赛道ETF大合集

Market Overview - The A-share market experienced a historic moment on January 9, with the Shanghai Composite Index achieving a 16-day winning streak and surpassing the 4100-point mark for the first time in 10 years, reaching its highest level since July 2015 [1] - The number of trading days with the Shanghai Composite Index closing above 4100 points is only 224, accounting for 2.6% of the total trading days, primarily during the bull markets of 2007 and 2015 [1] - Market trading activity has intensified, with total market turnover increasing to 3.15 trillion yuan, marking a new high in nearly four months [1] ETF Performance - In the first week of 2026, several ETFs saw significant gains, with the Satellite ETF rising over 20%, and other ETFs in sectors such as general aviation, semiconductor equipment, media, and innovative semiconductors increasing by over 15% [1] - The top-performing ETFs for the week included: - Satellite ETF by E Fund: 22.46% increase [2] - Satellite ETF by GF Fund: 22.42% increase [2] - General Aviation ETF: 17.72% increase [2] - Semiconductor Equipment ETF: 17.08% increase [2] - Over 30 billion yuan of net inflows were recorded in various ETFs, including non-bank ETFs, colored metals ETFs, and the Satellite ETF [3][4] Fund Inflows and Performance - The top funds by net inflow for the week included: - Non-bank Hong Kong Stock Connect ETF: 44.16 billion yuan [4] - Colored Metals ETF: 37.21 billion yuan [4] - Satellite ETF: 35.89 billion yuan [4] - The Satellite ETF has a total scale of 117.69 billion yuan and a high price-to-earnings ratio of 278.14 [7] - The military industry ETFs also showed strong performance, with the Military ETF and Military Leading ETF having scales of 117.06 billion yuan and 113.00 billion yuan, respectively [7] Sector Analysis - The semiconductor sector is highlighted with various ETFs showing strong performance, including: - Semiconductor Equipment ETF with a scale of 128.99 billion yuan and a price-to-earnings ratio of 118.98 [9] - Innovative Semiconductor ETF with a scale of 45.64 billion yuan and a price-to-earnings ratio of 205.53 [9] - The artificial intelligence sector is also gaining traction, with the AI ETF by E Fund having a scale of 229.21 billion yuan and a price-to-earnings ratio of 90.53 [11]