美股盘初，主要行业ETF涨跌不一，半导体ETF涨超2%，区域银行业ETF涨近1%，金融业ETF跌近 1%。 | 行业类 V | 当前价 ◆ | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 = 年初至今 = | | | --- | --- | --- | --- | --- | --- | --- | | 半导体ETF --- | 258.50 | ↓ +5.77 (+2.28%) | 205.80万股 | 30.56亿 | +6.74% | = | | us SMH | | | | | | | | 区域银行ET ... | 58.56 | +0.55 (+0.94%) | 183.49万股 | 48.87 亿 | -2.31% | [] … | | us KRE | | | | | | | | 科技行业ET ... | 240.49 | ↓ +2.13 (+0.89%) | 119.49万股 | 764.89 亿 | +3.61% | [] *** | | us XLK | | | | | | | | 银行业ETF - ... | 54.56 | ↓ +0.45 (+0.83%) | 28.90万股 | 42 ...

周五（6月6日），全球航空业ETF收涨2.92%，区域银行涨2.51%，银行业ETF涨2.21%，能源业ETF、生物科技指数ETF、可选消费ETF、金融业ETF、网络 股指数ETF涨1.88%-1.24%，科技行业ETF涨0.94%，半导体ETF涨0.57%表现倒数第三。 | SYMBOL $ | PRICE $ | CHANGE $ | %CHANGE $ | LOW $ | HIGH & | PREVIC | | --- | --- | --- | --- | --- | --- | --- | | ENERGY | 632.77 | +12.32 | +1.98 ▲ | 624.89 | 634.23 | | | COMMUNICATION SVS | 363.86 | +6.73 | +1.88 A | 361.1 | 364.68 | | | CONS DISC | 1,706.39 | +27.5 | +1.64 ▲ | 1,698.25 | 1,713.12 | | | FINANCIALS | 851.38 | +10.23 | +1.22 ▲ | 847.47 | 853.48 | | | ...

能源业ETF则收跌0.15%，半导体ETF跌0.29%。 | 行业ETF √ | 当前价 ◆ | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 $ 年初至今 # | ੇ | | --- | --- | --- | --- | --- | --- | --- | | 医疗业ETF ... | 133.09 | +2.63 (+2.02%) | 1287.67万股 | 254.69亿 | -2.88% | 그 … | | us XLV | 132.90 | -0.19 (-0.14%) 盘后 | | | | | | 生物科技指 ... | 121.16 | +1.92 (+1.61%) | 105.11万股 | 96.20亿 | -8.28% | 0 ... | | us IBB | 121.16 | 0.00 (0.00%) 盘后 | | | | | | 公用事业ET ... | 82.18 | +1.19 (+1.47%) | 1003.23万股 | 119.30亿 | +9.35% | 디 | | us XLU | 82.18 | 0.00 (0.00%) 盘后 | | | | | | 日常消费品E ... ...

Core Viewpoint - The U.S. stock market opened with mixed performance among major industry ETFs, with healthcare and biotechnology ETFs rising nearly 1%, while energy ETFs fell close to 1% [1] Industry Summary - **Healthcare ETF**: Current price at $131.42, increased by $0.96 (+0.74%), with a trading volume of 1.58 million shares and a total market value of $25.15 billion, down 4.10% year-to-date [2] - **Biotechnology Index ETF**: Current price at $120.06, up by $0.82 (+0.69%), with a trading volume of 99,650 shares and a total market value of $9.53 billion, down 9.11% year-to-date [2] - **Energy ETF**: Current price at $85.01, decreased by $0.60 (-0.70%), with a trading volume of 1.36 million shares and a total market value of $21.29 billion, up 0.02% year-to-date [2] - **Global Airline ETF**: Current price at $22.61, increased by $0.10 (+0.47%), with a trading volume of 121,200 shares and a total market value of $712.06 million, down 10.83% year-to-date [2] - **Technology Sector ETF**: Current price at $234.00, decreased by $0.45 (-0.19%), with a trading volume of 604,400 shares and a total market value of $74.43 billion, up 0.81% year-to-date [2] - **Financial Sector ETF**: Current price at $51.30, increased by $0.02 (+0.04%), with a trading volume of 3.65 million shares and a total market value of $57.10 billion, up 6.53% year-to-date [2]

美股盘初，主要行业ETF涨跌不一，能源业ETF跌超1%，可选消费ETF跌近1%，公用事业ETF涨超 1%。 | 目选股票 | 自选基金 自选组合 | | | | | 10 | | --- | --- | --- | --- | --- | --- | --- | | 行业类 V | 当前价 ÷ | 涨跌幅 * | 成交量 ^ | | 总市值 ; 年初至今 ; | 0 | | 能源业ETF - ... | 84.22 | -1.02 (-1.20%) | 114.04万股 | 210.92亿 | -0.91% | = == | | us XLE | | | | | | | | 可选消费ET ... | 214.01 | -2.10 (-0.97%) | 19.37万股 | 268.80亿 | -4.35% | n … | | us XLY | | | | | | | | 半导体ETF --- | 245.87 | -2.12 (-0.85%) | 43.87万股 | 29.06 乙 | +1.53% | 금 … | | us SMH | | | | | | | | 医疗业ETF - ... | 127.79 | ...

| 行业类 V | 当前价 ÷ | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 = 年初至今 = | 0 | | --- | --- | --- | --- | --- | --- | --- | | 半导体ETF - ... | 248.30 | +2.74 (+1.12%) | 71.48万股 | 29.35 亿 | +2.53% | | | us SMH | | | | | | | | 全球科技股 ... | 85.42 | +0.70 (+0.82%) | 5259股 | 11.96亿 | +0.79% | ( ) ... | | us IXN | | | | | | | | 科技行业ET ... | 234.27 | +1.65 (+0.71%) | 41.43万股 | 745.11亿 | +0.93% | [] *** | | us XLK | | | | | | | | 网络股指数E ... | 252.16 | +1.48 (+0.59%) | 11836股 | 167.43亿 | +3.70% | [] ... | | us FDN | | | | | | | | 生物科技指 ... | 1 ...

美股盘初，主要行业ETF普涨，半导体ETF涨超1%，可选消费ETF、全球航空业ETF涨近1%。 | 行业类 V | 当前价 * | 涨跌幅 ÷ | 成交量 ÷ | | 总市值 = 年初至今 = | | | --- | --- | --- | --- | --- | --- | --- | | 半导体ETF --- | 224.70 | ↓ +2.75 (+1.24%) | 29.13万股 | 26.56亿 | -7.21% | (j ... | | us SMH | | | | | | | | 可选消费ET ... | 203.21 | +1.77 (+0.88%) | 17.97万股 | 255.24亿 | -9.17% | ( ) ... | | us XLY | | | | | | | | 全球航空业E ... | 22.01 | +0.19 (+0.87%) | 10.03万股 | 6933.15万 | -13.18% | = == | | US JETS | | | | | | | | 能源业ETF - ... | 82.31 | +0.70 (+0.86%) | 97.01万股 | 206.14 ...

| 行业类 v | 当前价 ÷ | 涨跌幅 ◆ | 成交量 # | | 总市值 = 年初至今 = | 0 | | --- | --- | --- | --- | --- | --- | --- | | 区域银行ET ... | 56.16 | ↑ +0.65 (+1.17%) | 78.68万股 | 46.87 亿 | -6.33% | [] ... | | us KRE | | | | | | | | 可选消费ET ... | 201.33 | +2.24 (+1.13%) | 99362服 | 252.88亿 | -10.01% | [] *** | | us XLY | | | | | | | | 能源业ETF - ... | 81.41 | +0.86 (+1.07%) | 77.63万股 | 203.87 亿 | -4.22% | ( ) == | | us XLE | | | | | | | | 银行业ETF - ... | 52.41 | +0.53 (+1.02%) | 33907股 | 40.57 Z | -4.84% | = == | | us KBE | | | | | | | | 全球 ...

美股盘初，主要行业ETF普跌，能源业ETF跌2%，金融业ETF、可选消费ETF跌超1%。 | 三优收集 | 自选基金 自选组合 | | | | | 10 | | --- | --- | --- | --- | --- | --- | --- | | 行业类 V | 当前价 ◆ | 涨跌幅 ◆ | 成交量 ÷ | | 总市值 = 年初至今 = | 0 | | 能源业ETF -... | 80.34 | -1.64 (-2.00%) | 181.99万股 | 201.19亿 | -5.48% | ( ) *** | | us XLE | | | | | | | | 金融业ETF --- | 49.19 | -0.57 (-1.16%) | 226.43万股 | 547.45亿 | +2.14% | ( ) ... | | us XLF | | | | | | | | 可选消费ET ... | 199.31 | -2.13 (-1.05%) | 14.64万股 | | 250.33亿 -10.92% | [] … | | US XLY | | | | | | | | 公用事业ET ... | 79.01 | -0. ...

Core Viewpoint - The overall inventory cycle in the U.S. is likely transitioning towards an active destocking phase by 2025, with significant implications for various industries [1][2][3]. Overall Inventory Cycle - In February, U.S. total inventory increased by 2.45% year-on-year, compared to a previous value of 2.25%. Sales increased by 3.45% year-on-year, down from 3.69% [2][3]. - The inventory cycle remains in a passive restocking phase due to "import grabbing," with Q1 net imports increasing by $359.26 billion year-on-year, of which over one-third ($129.71 billion) converted into inventory [2][3]. Industry Inventory Cycle - Among 14 major industry categories, 8 are in a passive restocking phase, including upstream chemical products, building materials, midstream electrical equipment, and downstream durable consumer goods [4]. - Historical inventory percentiles show that total inventory is at a historical percentile of 30.5%, with building materials at 71.5%, automotive parts at 67.8%, and paper and forestry products at 53.8% [4]. Upstream Inventory Status - Half of the upstream industries are in passive restocking, while the other half are in active destocking [5][6][7][8]. - Specific sectors like oil, natural gas, and consumer fuels are in active destocking as of February 2025 [5]. Midstream Inventory Status - Inventory status is mixed, with paper and forestry products in active restocking, while electrical equipment and transportation are in passive restocking [9][10]. - Mechanical manufacturing is currently in passive destocking [9]. Downstream Inventory Status - The current passive restocking phase is prolonged, indicating potential "import grabbing" demand [11]. - Automotive parts are transitioning to active destocking as of February 2025, while other sectors like household durable goods and textiles remain in passive restocking [11].