Group 1 - The expectation of a rate cut by the Federal Reserve in December has increased, leading COMEX gold to return to the $4200 level, which has positively impacted the Huaxia Gold ETF, rising by 0.72% this week and accumulating a rebound of 2.66% [1] - The probability of a 25 basis point rate cut in December exceeds 80%, which typically benefits gold assets as interest rates decline [1] - Commodity ETFs are being used as hedging tools during stock market fluctuations, with the ChiNext Index, STAR Market, and CSI 300 experiencing cumulative declines of 12%, 6%, and 2.7% respectively since October, while the soybean meal ETF has risen by 6% since October 20 [1] Group 2 - The Huaxia Gold ETF (518850) is the lowest fee investment tool for gold, anchored to physical gold and reflecting the price fluctuations of gold directly, with a net inflow of 1.349 billion yuan over the past 20 days [2] - The soybean meal ETF (159985) is the only ETF tracking the Dalian Commodity Exchange soybean meal futures price index, significantly influenced by the supply and price fluctuations of upstream soybeans and downstream pork markets, and has attracted continuous investment for 62 trading days since August 26 [1]

ETF Industry News - The three major indices experienced fluctuations and declines, with the Shanghai Composite Index down by 0.22%, the Shenzhen Component Index down by 0.48%, and the ChiNext Index down by 0.66%. Several computer sector ETFs saw increases, including the Cloud 50 ETF (560660.SH) which rose by 1.64% and the Cloud Computing Hong Kong-Shenzhen ETF (517390.SH) which increased by 1.05%. Conversely, multiple pharmaceutical and biotechnology ETFs declined, with the Tianhong Innovative Drug ETF (517380.SH) down by 2.11% and the Hong Kong-Shenzhen Innovative Drug ETF (159622.SZ) down by 2.03% [1][2]. - The total scale of stock ETFs has returned to over 3 trillion yuan, with the number of stock ETFs reaching 975 and a total net asset value of approximately 3.05 trillion yuan, accounting for 70.76% of the entire ETF market [1][2]. Market Overview - On June 26, the three major indices collectively fell, with the Shanghai Composite Index closing at 3448.45 points, the Shenzhen Component Index at 10343.48 points, and the ChiNext Index at 2114.43 points. The highest intraday points were 3462.75, 10440.73, and 2142.21 respectively. The Nikkei 225, CSI 300, and CSI A500 ranked higher in performance, with daily changes of 1.65%, -0.35%, and -0.36% respectively [3]. Sector Performance - In the performance of various sectors, banking, telecommunications, and defense industries ranked higher with daily increases of 1.01%, 0.77%, and 0.55% respectively. In contrast, the automotive, non-bank financial, and pharmaceutical sectors lagged behind with declines of -1.37%, -1.2%, and -1.05% respectively. Over the past five trading days, non-bank financial, computer, and defense industries showed strong performance with increases of 7.69%, 6.15%, and 4.75% respectively [6]. ETF Market Performance - The overall performance of ETFs was analyzed based on their scale and daily changes. Commodity ETFs performed the best with an average increase of 0.11%, while cross-border ETFs had the worst performance with an average decrease of -0.72% [8]. - The top five performing ETFs today included the Communication Equipment ETF (159583.SZ), Cloud 50 ETF (560660.SH), and Gold Stock ETF (159322.SZ), with returns of 1.83%, 1.64%, and 1.44% respectively [10]. Trading Volume of Different ETF Categories - The trading volume of various ETF categories was reported, with the top three stock ETFs by trading volume being the CSI 300 ETF (510300.SH) at 3.746 billion yuan, A500 ETF (512050.SH) at 3.740 billion yuan, and A500 ETF by Harvest (159351.SZ) at 3.324 billion yuan [12].