Core Insights - The article discusses the performance and trends of various ETFs, highlighting the sectors that are currently attracting capital inflows and those experiencing outflows [1][2][4]. Group 1: Market Performance - The article notes that the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index have seen long-term market temperature rates of 94.89%, 82.11%, and 83.32% respectively over the past decade [1]. - The short-term sector rotation shows positive performance in coal (+1.05%), building materials (+1.97%), and non-ferrous metals (+1.19%), while sectors like non-bank financials and social services have seen declines of -1.41% and -1.94% respectively [1]. Group 2: Capital Flows - The top three sectors for capital inflows are transportation (¥7.04 billion), media (¥5.45 billion), and environmental protection (¥3.36 billion) [1]. - Conversely, the sectors with the largest capital outflows include machinery (-¥9.03 billion) and equipment (-¥7.37 billion) [1]. Group 3: ETF Performance - The real estate ETF has shown a 6.93% increase, while the green energy ETF has increased by 21.53% [2]. - The performance of the AI-related ETFs is highlighted, with the light module sector showing resilience and demand driven by AI applications [4]. Group 4: Industry Outlook - The article emphasizes that the AI-driven computing expansion cycle is far from over, with strong demand for light modules indicating a stable fundamental outlook for the industry [4]. - The internet sector is experiencing a valuation reassessment due to policy shifts and new AI narratives, suggesting potential recovery signals [4].