传媒板块继续爆发，两只影视ETF触及涨停丨ETF晚报

ETF Industry News - The three major indices showed mixed results, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index increasing by 0.02%, and the ChiNext Index declining by 0.37. Multiple ETFs in the media sector saw significant gains, with the Film ETF (159855.SZ) up by 9.98%, the Film ETF (516620.SH) rising by 9.48% and hitting a temporary limit, and the Gaming ETF (159869.SZ) increasing by 5.56% [1][2][3]. Market Trends - According to Huaxin Securities, the media sector is expected to be supported by AI applications and domestic discretionary consumption. By January 2026, digital marketing advertising is anticipated to be revitalized by AI applications, with major internet companies like Tencent, Alibaba, and Baidu launching cash digital red envelopes to attract new customers for AI products during the Spring Festival [2]. - The A-share ETF market is experiencing a shift in funding patterns as of 2026, with traditional broad-based ETFs seeing outflows while ETFs in high-growth sectors such as chemicals, communications, and non-ferrous metals are attracting inflows. This trend aligns with the latest earnings forecasts from listed companies, highlighting three core investment themes: AI, price increase chains, and overseas expansion [3]. Daily Market Overview - The A-share market indices showed varied performance, with the Shanghai Composite Index closing at 4128.37 points, the Shenzhen Component Index at 14210.63 points, and the ChiNext Index at 3320.54 points. The Nikkei 225, STAR Market 50, and Hang Seng Index performed well, with daily increases of 2.28%, 0.91%, and 0.58%, respectively [4]. - In terms of sector performance, the media, comprehensive, and home appliance sectors led the day with increases of 4.27%, 2.15%, and 1.11%, while real estate, food and beverage, and retail sectors lagged behind with declines of -1.4%, -1.31%, and -0.87% [4]. ETF Market Performance - The overall ETF market showed varied performance across different categories. Cross-border ETFs performed the best with an average increase of 0.59%, while commodity ETFs had the worst performance with an average decline of -0.38% [10]. - The top-performing ETFs today included the Film ETF (159855.SZ), the Film ETF (516620.SH), and the Gaming ETF (159869.SZ), with returns of 9.98%, 9.48%, and 5.56%, respectively [13]. Trading Volume by ETF Category - The top three ETFs by trading volume were the A500 ETF Huatai (563360.SH) with a trading volume of 8.525 billion, the A500 ETF Southern (159352.SZ) with 6.167 billion, and the CSI A500 ETF (159338.SZ) with 5.562 billion [17].