这些方向,出现大量集中卖单
Zhong Guo Zheng Quan Bao·2026-01-27 12:12

Group 1 - The market showed a rebound on January 27, with all three major indices turning positive, driven by the semiconductor industry chain, leading to a rise in semiconductor-related ETFs, with many increasing by over 3% [1][4] - The top ten ETFs by net inflow on January 26 included three gold-related ETFs, which collectively attracted nearly 3.5 billion yuan [3][8] - The semiconductor-related ETFs dominated the market, with nine out of the top ten ETFs by growth being semiconductor-related, supported by rising expectations for memory chip price increases and ongoing demand for AI computing power [4][5] Group 2 - The total trading volume of ETFs reached 538.918 billion yuan on January 27, with ten ETFs exceeding 10 billion yuan in trading volume, although there was a decrease in trading volume compared to the previous day [6][7] - The gold-related ETFs continued to attract significant capital, with three gold ETFs among the top ten by net inflow, indicating strong investor interest in this sector [8][10] - The market is expected to shift towards emphasizing industry trends and profit certainty, with a focus on sectors like semiconductor storage, overseas computing power chains, and innovative pharmaceuticals, as earnings reports begin to be released [11]