A股缩量震荡！顺周期起舞，有色ETF华宝、化工ETF逆市创新高！热门赛道遇冷，通用航空ETF华宝跌超3%

Market Overview - The A-share market experienced fluctuations on January 15, with the Shanghai Composite Index briefly falling below 4100 points before recovering at the close. The Shanghai Composite Index fell by 0.33%, while the Shenzhen Component Index rose by 0.41%, and the ChiNext Index increased by 0.56%. The total trading volume in the Shanghai and Shenzhen markets was 29.388 trillion yuan, a significant decrease of over 1 trillion yuan compared to the previous day [1][20]. Electronic Sector - The electronic sector saw a strong rally in the afternoon, with the electronic ETF (515260) rising by 1.88%. This ETF is heavily weighted in semiconductor and consumer electronics industries, and it recovered its 5-day moving average [3][23]. - The electronic sector attracted a net inflow of 16.862 billion yuan, leading all 31 primary industries in terms of capital inflow [3][23]. - Key stocks in the semiconductor sector, such as Unisoc and Huazhong Microelectronics, saw significant gains, with Unisoc hitting the daily limit of 10% [25][26]. Chemical Sector - The chemical sector also performed well, with the chemical ETF (516020) reaching a peak increase of 2.42% during the day, closing up 1.43%, marking a new three-year high [8][29]. - The basic chemical sector attracted a net inflow of 14.694 billion yuan, the highest among 30 primary industries, and has seen a cumulative net inflow of 254.049 billion yuan over the past 60 days [10][31]. - The chemical ETF has outperformed major indices since the beginning of 2025, with a cumulative increase of 48.29%, significantly higher than the Shanghai Composite Index's 22.7% and the CSI 300 Index's 20.75% [29][30]. AI and Semiconductor Trends - The U.S. government announced a 25% tariff on specific semiconductors, which may enhance domestic substitution sentiment in the market [25][27]. - The demand for AI computing power is expected to drive significant price increases in storage chips, with projections indicating a rise of up to 1800% for certain DDR chips by 2025 [27]. - The trend of "self-controllable" and AI synergy is anticipated to strengthen in the electronics industry, with a focus on domestic computing power and semiconductor equipment [27]. Investment Tools - The electronic ETF (515260) and its linked funds are effective tools for investors looking to gain exposure to core assets in the electronic sector, particularly in AI chips, automotive electronics, and 5G technologies [27]. - The chemical ETF (516020) is also highlighted as a strategic investment vehicle, covering various segments within the chemical industry, including AI computing and robotics [13][29].