Group 1 - International gold prices have surpassed $5,200, leading to a surge in the rare metals sector, with the Rare Metals ETF (159608) seeing a net inflow of 4.076 billion yuan over the past 20 days [1] - The Rare Metals ETF tracks the CSI Rare Metals Index, which excludes industrial metals affected by macroeconomic cycles and focuses on energy metals and strategic minor metals such as rare earths, lithium, cobalt, tungsten, and molybdenum [1] - A new wave of price increases in the global chip sector has been reported, with Samsung and SK Hynix significantly raising prices for LPDDR memory used in iPhones, with Samsung's prices up over 80% and SK Hynix's nearly 100% [1] Group 2 - The Hong Kong stock market's Hua Hong Semiconductor has risen over 5.6%, reaching a new historical high, while the Hong Kong Stock Connect Technology ETF (159262) has seen a net inflow of 871 million yuan over the past 20 days [1] - The Hong Kong Stock Connect Technology ETF covers "hard technology" sectors such as AI and semiconductors, with major holdings including Alibaba, Tencent, Xiaomi, Meituan, and SMIC, indicating a high technology purity [1] - The Semiconductor Equipment ETF (Guangfa, 560780) has experienced a net inflow of 2.583 billion yuan over the past 20 days, closely tracking the CSI Semiconductor Materials and Equipment Theme Index [2]
稀有金属、半导体设备成为开年热门赛道!稀有金属ETF(159608)、港股通科技ETF(159262)、半导体设备ETF广发(560780)近20日强势吸金
Ge Long Hui·2026-01-29 00:26