资金流入方面，创业板成长ETF近10个交易日内，有8个交易日获资金净流入，合计1.99亿元。 （文章来源：每日经济新闻） 按申万一级行业分类，创业板成长ETF跟踪的指数权重集中于通信（36.69%）、电力设备（20.11%）、 电子（12.66%）、非银金融（10.96%）、计算机（9.05%）等板块。 截至2025年11月17日 14点18分 ，A股三大指数集体调整，上证指数跌0.54%，深证成指跌0.19%，创业 板指跌0.33%。创业板成长ETF（159967）上涨0.35%，最新报价0.575元，盘中成交额已达1.28亿元，换 手率4.08%。成分股方面涨跌互现，高伟达领涨9.23%，长芯博创上涨5.49%，光库科技上涨4.88%，海 兰信上涨3.58%；康龙化成领跌6.00%，捷佳伟创下跌4.24%，宁德时代下跌3.37%，翰宇药业下跌 2.94%，天孚通信下跌2.91%。 从估值层面来看，创业板成长ETF跟踪的创成长最新市盈率（PE-TTM）仅38.34倍。 ...

Core Viewpoint - The A-share market shows a collective increase in major indices, with notable performance in the ChiNext Growth ETF, indicating positive investor sentiment and capital inflow into growth sectors [1]. Market Performance - As of November 6, 2025, the Shanghai Composite Index rose by 0.89%, the Shenzhen Component Index increased by 1.65%, and the ChiNext Index gained 1.81% [1]. - The ChiNext Growth ETF (159967) saw a rise of 2.69%, with a latest price of 0.61 yuan and a trading volume of 2.23 billion yuan, reflecting a turnover rate of 6.99% [1]. Stock Performance - Among the constituent stocks, notable gainers included: - Xiechuang Data up by 9.65% - Oulutong up by 9.16% - Feiliwa up by 7.37% - Shenghong Technology up by 5.87% - Guangku Technology up by 5.72% - Conversely, losers included: - Lepu Medical down by 3.69% - Hanyu Pharmaceutical down by 2.25% - Shunwang Technology down by 1.63% - Light Media down by 0.87% - Runhe Software down by 0.84% [1]. Capital Inflow - The ChiNext Growth ETF has experienced net capital inflow for seven consecutive trading days, with a peak single-day inflow of 0.87 billion yuan, totaling 2.14 billion yuan [1]. Valuation Metrics - The latest price-to-earnings ratio (PE-TTM) for the ChiNext Growth ETF is 39.04 times, which is below the 40.11% percentile of the past ten years, indicating that the valuation is lower than 59.89% of the time over the last decade [1]. Sector Weighting - The index tracked by the ChiNext Growth ETF is heavily weighted in the following sectors: - Communication: 36.69% - Power Equipment: 20.11% - Electronics: 12.66% - Non-bank Financials: 10.96% - Computers: 9.05% [1].

Market Performance - The growth style of the ChiNext board leads the market, with growth and momentum factors being dominant[2] - The healthcare and telecommunications sectors have shown significant gains, with healthcare leaders outperforming the industry benchmark by 3.95%[21] - The East Data West Computing theme has performed well, with notable gains in specialized and innovative sectors[2] Fund Performance - Funds with heavy positions have outperformed, with quantitative funds showing relatively small declines[6] - Year-to-date, the ChiNext growth index has increased by 6.39%, indicating strong performance in the growth sector[25] Market Dynamics - The rotation speed among industries and styles has been narrow, indicating a stable market environment[6] - The healthcare sector has led the industry with a gain of 2.78%, while the telecommunications sector gained 2.16%[21] Investment Themes - The specialized and innovative series has shown solid performance, with the ChiNext specialized and innovative index gaining 1.60%[27] - The overall market has seen a decline of 1.75% in the benchmark index, highlighting the relative strength of specific themes[27]

Market Performance - The TMT sector has shown the highest growth, with the telecommunications sector leading the industry[2] - Non-fund heavy positions have outperformed, indicating a strong institutional profit effect[4] - The market rotation speed remains high across styles and industries, suggesting active trading conditions[4] Investment Themes - The "East Data West Computing" and "Carbon Neutrality" themes are currently leading in market interest[2] - Small-cap and high-valuation stocks are favored, with the ChiNext Growth Index showing significant gains[4] - The ChiNext Growth Index has reported a weekly return of 6.58%, outperforming other indices[22] Sector Analysis - The telecommunications sector achieved a return of 3.82%, exceeding the overall A-share market by 2.21%[17] - The information technology and hardware sector followed closely with a return of 3.45%[17] - The materials sector also performed well, with a return of 2.69%[17] Risk Considerations - The report emphasizes that past performance does not guarantee future results, highlighting the potential for market volatility[26]