商业航天，相关ETF单日跌9%，什么信号？

Group 1 - The commercial aerospace sector experienced a significant decline, with related ETFs dropping around 5%, while some aerospace ETFs fell by as much as 9% in a single day [1] - AI application ETFs also faced substantial losses, with some individual ETFs declining over 11% in one day, indicating a potential overheating in recent thematic sectors [1] - Historical performance analysis shows that commercial aerospace has been the only sector with sustained growth, while most thematic sectors have shown poor performance, often returning to their original levels after brief surges [1] Group 2 - Specific ETFs reported notable declines, such as the Morgan AI ETF down 11.42%, the Aerospace ETF down 9.36%, and several others in the aerospace and aviation sectors experiencing declines between 8.21% and 9.36% [2] - The commercial aerospace sector has attracted significant capital inflows, with some ETFs seeing over 10 billion yuan in a single day, which is considered rare historically [2] - The question remains whether these inflows can be sustained and if investors will ultimately profit from their holdings, highlighting the need for caution in investing in popular thematic ETFs [3]