ETF基金周度跟踪：科创板人工智能ETF领涨，资金大幅流入短融ETF-20250503

1. Report Industry Investment Rating No relevant content provided. 2. Core View of the Report The report focuses on the performance of the ETF fund market, summarizing the past week's performance and capital flows of the overall ETF fund market, different popular segmented ETF funds, and innovative theme and segmented industry ETF funds for investors' reference [1]. 3. Summary by Relevant Catalogs 3.1 ETF Market Overall Performance - Market performance: From April 28th to April 30th, A-share-focused ETFs showed mixed performance. TMT ETFs had the largest increase, with an average rise of 2.20% among funds above a certain scale, while financial and real estate ETFs had the deepest decline, with an average drop of 1.27% among funds above a certain scale [2][5]. - Capital flow: There was a significant inflow of funds into bond ETFs, with a net inflow of 6.192 billion yuan for the whole week. Conversely, large-cap index ETFs experienced a significant outflow of funds, with a net outflow of 6.898 billion yuan for the whole week [3][6]. 3.2 Different Popular Segmented Type ETF Funds Market Performance - Stock ETF - Broad-based Index: Different broad-based index ETFs had varying performance in terms of weekly capital flow, weekly return, recent 1-month return, and year-to-date return, including super large-cap, large-cap, mid - small-cap, science and technology/growth enterprise board-related, all - market, and index enhancement [14][15][16]. - Stock ETF - Industry Theme: Different industry theme ETFs also showed different performance. For example, TMT sector ETFs generally had positive weekly returns, while financial and real estate sector ETFs had negative weekly returns [20][22]. - Stock ETF - SmartBeta: These ETFs also had different performance in terms of capital flow and return [27]. - Bond ETF: Some bond ETFs had capital inflows, such as the Haifutong CSI Short - Term Financing ETF with a net inflow of 4.516 billion yuan, while others had outflows [28]. - QDII ETF: Their performance also varied, with some having positive weekly returns and others negative [29]. - Commodity ETF: Gold ETFs generally had negative weekly returns and some had significant capital outflows [30]. 3.3 Innovative Theme and Segmented Industry ETF Funds Market Performance - TMT Innovation Theme: Indexes such as animation and gaming, cloud computing and big data, and artificial intelligence had positive weekly returns, with corresponding representative funds also showing certain increases [32]. - Consumption Segmented Industry: Indexes like household appliances had a positive weekly return, while food and beverage had a negative return [33]. - Pharmaceutical Segmented Industry: Indexes such as innovative drugs had positive weekly returns, while traditional Chinese medicine had a negative return [34]. - New Energy Theme: Indexes like new energy vehicles had a small positive weekly return, while photovoltaic industry had a negative return [35]. - Central and State - owned Enterprises Theme: Most indexes in this theme had negative weekly returns [36]. - Stable Growth Theme: Indexes such as rare earth industry had a positive weekly return, while real estate had a significant negative return [37]. - Shanghai - Hong Kong - Shenzhen/Hong Kong Stock Connect Segmented Industry: Indexes like Hong Kong Stock Connect Internet had a positive weekly return, while Hong Kong securities had a negative return [38]. - Dividend/Dividend Low - Volatility Index Family: Most indexes in this family had negative weekly returns [39]. - Growth Enterprise Board Index Family: Indexes such as Science and Technology Innovation 100 had a positive weekly return, while Growth Enterprise Board 50 had a negative return [40][41].