跨境ETF规模重返万亿元；博道基金自购旗下新基金800万元|天赐良基日

Group 1 - The scale of cross-border ETFs has returned to 1 trillion yuan, reaching 1 trillion yuan again as of February 11, with Hong Kong stock-themed ETFs totaling 822.45 billion yuan [1] - Baodao Fund announced the establishment of the Baodao Xinghang Mixed Fund, with the company investing 8 million yuan of its own funds during the fundraising period [2] - A total of 12 commercial real estate REITs have been filed and accepted since the pilot program began on December 31, 2025, with 11 in the Shanghai market and 1 in the Shenzhen market [3] Group 2 - Ren Xiangdong has reduced holdings in Dalian Technology, with the number of shares held by his managed funds decreasing by 119,400 shares and 63,800 shares respectively as of February 6 [4] - Yan Siqian has been appointed as the new fund manager for the Penghua Fengsheng Bond Fund, marking her first management role in a bond fund [5] Group 3 - The ETF market experienced a day of volatility, with all three major indices declining, while the aerospace sector showed strength with the aerospace ETF rising by 2.30% [6] - Oil and gas-related ETFs saw a collective decline, with the largest drop being 4.21% for the Boshi Oil and Gas ETF [7] Group 4 - The global semiconductor materials market is characterized by "long-term growth and cyclical fluctuations," with a restructuring of the regional landscape accelerated by domestic production trends [8] - Recent government policies have provided robust support for the development of the semiconductor materials industry, creating a comprehensive empowerment system [8]