ETF午评 | AI硬件板块走强，科创半导体ETF、科创半导体设备ETF涨3%

Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index up by 0.03%, the Shenzhen Component down by 0.37%, and the ChiNext Index up by 0.44% [1] - The North China 50 Index fell by 1.26%, and the total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.89 trillion yuan, a decrease of 372.6 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market experienced declines [1] Sector Performance - The computing power hardware industry chain strengthened, with CPO and memory sectors leading the gains [1] - Gold and semiconductor concept stocks also showed strength, while sectors such as consumer goods, lithium batteries, rare earth permanent magnets, innovative pharmaceuticals, and AI applications weakened [1] ETF Performance - In the ETF market, the semiconductor equipment sector saw significant gains, with the Huaxia Fund's Sci-Tech Semiconductor ETF, the Huatai-PB Fund's Sci-Tech Semiconductor Equipment ETF, and the Penghua Sci-Tech Semiconductor Equipment ETF all rising over 3% [1] - The CPO sector remained resilient, with the Guotai Fund's Communication ETF and the Fuguo Fund's Communication Equipment ETF increasing by 2.31% and 2.27%, respectively [1] - Conversely, the Guotai 2000 ETF from ICBC fell by 7%, and the vaccine sector declined, with the Vaccine ETF and the Fuguo Vaccine ETF both dropping by 5% [1] - The lithium battery sector faced a broad decline, with the Lithium Battery ETF and the Southern Battery ETF both down by 3% [1]