主题行情进入“淘汰赛”，资金疯狂推动这些ETF上涨丨ETF风云周评（八十二）

Core Viewpoint - The article highlights the current market opportunities, particularly focusing on undervalued sectors and ETFs, with a specific emphasis on semiconductor-related investments and their performance in the recent market [1][3]. Index Valuation Ladder - The index valuation data has been optimized, showing a divergence in market performance, with the Sci-Tech 50 index leading with a weekly increase of 6.5% [7]. - The ChiNext index has a PE ratio at the 45.5th percentile over the past decade, indicating potential for further growth [7]. - Various industry indices, including securities, healthcare, and consumer goods, are currently at relatively low valuation levels [7][8]. ETF Performance Rankings - The top-performing ETFs for the week are dominated by semiconductor-related funds, with several achieving weekly gains exceeding 15% [10][11]. - The semiconductor materials and equipment index has 40 constituent stocks, with major companies like North Huachuang and Zhongwei Company leading in market capitalization [12]. - The article notes significant differences in returns based on the specific semiconductor ETFs chosen for investment [11]. ETF Share Increase Rankings - The top three ETFs by share increase are all related to the Sci-Tech bond sector, indicating a growing interest in this area [13][14]. - Semiconductor-related ETFs also show substantial share increases, reflecting strong market demand and positive performance trends [16].