ETF午评 | 金价再创历史新高，金ETF、黄金ETF博时涨5%

Market Performance - The Shanghai Composite Index fell by 0.1% at midday, while the ChiNext Index decreased by 0.05% [1] - AI application themes rebounded, with short drama games and e-commerce leading the gains [1] - The non-ferrous metals sector continued its strong performance, with gold and copper showing significant increases [1] - Real estate, liquor, and agriculture sectors performed well [1] - Semiconductor, AI computing, robotics, and consumer electronics concept stocks experienced adjustments [1] ETF Movements - Two Brazilian ETFs continued to rise, with the Huaxia Fund Brazilian ETF increasing by 7.74% [1] - Gold prices reached a new historical high, with the Fidelity Fund Gold ETF, Bosera Gold ETF, and GF Fund Shanghai Gold ETF all rising by 5.15% [1] - AI applications rebounded, with the online consumption ETF from ICBC and GF Fund Media ETF increasing by 4.88% and 4.5%, respectively [1] - The semiconductor sector declined, with the semiconductor equipment ETFs from E Fund dropping by 2.8% [1] - The consumer electronics sector adjusted, with consumer electronics ETFs from E Fund falling by 2.15% [1]