国内黄金ETF也迎来标志性节点。Choice数据显示，截至1月14日更新数据，华安黄金ETF流通规模达到1007.62亿元，成为国内首只规模突破千亿的黄金 ETF，并继续保持亚洲最大黄金ETF的地位。 2026年以来，黄金与白银价格一路高歌猛进，不断改写历史新高。 例如，招商证券的有色矿业ETF招商近一年涨幅达121%。其跟踪的中证有色金属矿业主题指数，主要选取行业内拥有矿产资源储量的上市公司，强调上游 资源属性。其成分股涵盖黄金、铜、稀土等核心矿产，在资源品价格上涨周期中通常具备更强弹性。 与之相比，万家基金的工业有色ETF同期涨幅同样达到121%，但跟踪的却是中证工业有色指数。该指数聚焦于铜、铝、铅锌、稀土等工业金属，并剔除了 锂、钴等能源金属，更专注于传统工业金属领域。其表现与经济周期和工业需求复苏的关联度更高。 根据Choice妙想问答分析，从指数结构看，有色矿业指数中黄金、铜、稀土等资源品占比合计约55%，而工业有色指数中铜、铝等基础工业金属占比突出约 58%。前者对商品价格敏感，后者则与宏观经济景气度紧密相连。 此外，市场还有像南方基金有色金属ETF、华夏基金有色金属ETF基金等覆盖全产业链的产品 ...

Market Performance - The A-share market continued its upward trend, with the Shanghai Composite Index rising by 1.5%, marking a 13-day consecutive increase. The Shenzhen Component Index increased by 1.4%, the ChiNext Index by 0.75%, and the North Star 50 Index by 1.82% [1] - The total trading volume in the three markets reached 28,322 billion yuan, an increase of 2,650 billion yuan compared to the previous day, with over 4,100 stocks rising [1] Sector Performance - Leading sectors included brain-computer interfaces, chemical engineering, large finance, non-ferrous metals, commercial aerospace, autonomous driving, and semiconductors [1] - The beauty care, CPO, and banking sectors lagged behind in performance [1] ETF Highlights - The satellite aerospace sector saw a surge, with satellite ETFs from Penghua and E Fund rising by 8%, while those from GF and Fuguo increased by 7.7% [1] - The Yinhua CSI 500 Value ETF experienced a late surge, rising by 7.5%, with a latest premium/discount rate of 4.4% [1] - Financial stocks saw a broad rally, with the E Fund Hong Kong Securities ETF and the Huaxia Financial Technology ETF increasing by 5.93% and 4.85%, respectively [1] - The non-ferrous metals sector continued to perform well, with ETFs from招商, Penghua, and Wanjia rising by 4.43%, 4.4%, and 4.36%, respectively [1] Underperforming Sectors - The banking sector declined, with the Bank AH Preferred ETF falling by 1.7% [1] - The S&P Biotechnology ETF and the NASDAQ Biotechnology ETF decreased by 2% and 1.5%, respectively [1] - The CPO sector experienced a pullback, with the communication ETF dropping by 0.35% [1]

Group 1 - The A-share market showed mixed performance in the morning session, with the Shanghai Composite Index rising by 1.14%, reaching a new 10-year high, while the Shenzhen Component Index increased by 0.81%, and the ChiNext Index fell by 0.04% [1] - The total trading volume in the three major markets (Shanghai, Shenzhen, and Beijing) reached 1.7961 trillion yuan, an increase of 147.2 billion yuan compared to the previous day, with over 3,600 stocks rising across the market [1] - Sectors that performed well included brain-computer interfaces, chemical engineering, non-ferrous metals, insurance, securities, semiconductors, and photovoltaic equipment, while AI hardware stocks like CPO and copper cable high-speed connections lagged behind [1] Group 2 - The banking sector experienced a decline, with the Bank AH Preferred ETF dropping by 2.22% [2] - Biotechnology ETFs, including the S&P Biotechnology ETF and the NASDAQ Biotechnology ETF, fell by 2% and 1.6% respectively [2] - The CPO sector saw a pullback, with the Communication ETF and 5G ETF decreasing by 1.5% and 1.1% respectively [2]

Market Overview - The three major A-share indices showed mixed performance in the morning session, with the Shanghai Composite Index down by 0.1%, the Shenzhen Component Index up by 0.23%, and the ChiNext Index down by 0.06% [1] - The Northbound Trading Index fell by 0.68%, and the total trading volume in the Shanghai and Shenzhen markets reached 1.3039 trillion yuan, a decrease of 103.9 billion yuan compared to the previous day [1] - Over 2,700 stocks in the market experienced declines [1] Sector Performance - Sectors such as gaming, film, AI applications, and commercial aerospace concepts remained active in certain areas [1] - The Hainan Free Trade Zone, wind power equipment, insurance, photovoltaic equipment, and airport and shipping sectors saw the largest declines [1] ETF Movements - The mini-sized Jin Ying Gain Money Market ETF saw a notable increase of 4.28% [1] - The chemical sector performed well, with the Jianxin Fund Energy Chemical ETF, E Fund Chemical Industry ETF, and Huaxia Fund Petrochemical ETF rising by 2.16%, 2.06%, and 1.89% respectively [1] - The engineering machinery sector was active, with the GF Fund Engineering Machinery ETF increasing by 1.7% [1] - The non-ferrous sector also saw gains, with the Wanjia Fund Industrial Non-ferrous ETF rising by 2% [1] Other Notable Movements - The Hang Seng Index and Hong Kong Stock Connect ETF continued to decline by 6% [1] - Gold prices fell, with the Shanghai Gold ETF and Gold ETF Fund decreasing by 1.9% and 1.89% respectively [1] - The Hong Kong pharmaceutical sector continued to decline, with the Hong Kong Pharmaceutical ETF and the Hong Kong Stock Connect Innovative Drug ETF by Jia Shi falling by 1.89% and 1.88% respectively [1]

Market Performance - The Shanghai Composite Index closed flat, marking a 10-day consecutive rise, while the Shenzhen Component Index increased by 0.49% and the ChiNext Index rose by 0.63% [1] - The Northbound Stock Connect Index fell by 0.4% [1] - Total trading volume across the three markets reached 21,612 billion yuan, an increase of 36 billion yuan compared to the previous day [1] - Over 3,400 stocks declined across the three markets [1] Sector Performance - The humanoid robot, cinema line, AI agents, liquid cooling servers, oil and gas petrochemicals, digital currency, and semiconductor sectors saw the largest gains [1] - The mini-sized Jin Ying Gain Currency ETF experienced a notable increase of 5.01% [1] - The robotics sector surged in the afternoon, with several ETFs including Ping An Fund's Auto Parts ETF, Penghua's Robotics ETF, E Fund's Robotics ETF, and Invesco Great Wall's Robotics 50 ETF all rising over 4% [1] - The chemical sector also performed well, with E Fund's Chemical Industry ETF and Huaxia Fund's Petrochemical ETF rising by 2.57% and 2.45% respectively [1] - The non-ferrous sector saw an increase, with Wan Jia Fund's Industrial Non-Ferrous ETF rising by 2% [1] Declining Sectors - The Hang Seng Index's Hong Kong Stock Connect ETF continued to decline, dropping by 5.85% [1] - Gold prices fell, leading to declines in gold-related ETFs including the Gold Fund ETF, Shanghai Gold ETF, and Gold ETF, which all dropped by 2% [1] - The Hong Kong pharmaceutical sector continued to decline, with the Hong Kong Innovative Drug ETF falling by 1.55% [1]

Market Overview - The three major A-share indices experienced a pullback after initially rising, with the Shanghai Composite Index down 0.09%, the Shenzhen Component down 0.19%, and the ChiNext Index down 0.5% at midday [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 10,756 billion yuan, an increase of 195 billion yuan compared to the previous day, with over 3,500 stocks declining across the market [1] Sector Performance - AI applications, e-commerce, lithium mining, consumer electronics, stablecoins, solid-state batteries, and computing power sectors showed weakness [1] - In contrast, sectors such as superhard materials, coal, and non-ferrous metals performed strongly [1] ETF Performance - The non-ferrous metals sector led the ETF gains, with Wanji Fund's Industrial Non-Ferrous ETF and Huaxia Fund's Non-Ferrous Metals ETF rising by 2.48% and 1.41% respectively [1] - Cross-border ETFs were all in the green, with Invesco Great Wall Fund's Nasdaq Technology ETF, Huaxia Fund's Brazil ETF, and Huitianfu Fund's Nasdaq 100 ETF increasing by 1.76%, 1.7%, and 1.6% respectively [1] - Cash strategy ETFs were active, with Huaxia Fund's Cash Flow 500 ETF rising by 1.37% [1] Weak Sectors - The AI application sector saw a broad decline, with the Film and Television ETF, Online Consumption ETF, and Media ETF falling by 2.31%, 2.3%, and 1.89% respectively [1] - The gaming sector also declined, with the Gaming ETF down by 1.65% [1] - The financial technology sector showed negative performance, with the Financial Technology ETF from Huitianfu down by 1.63% [1]

Market Performance - The three major A-share indices opened higher and closed positively, with the Shanghai Composite Index returning above 3900 points, closing at 3914 points, up 0.65% [1] - The Shenzhen Component Index rose by 1.25%, and the ChiNext Index increased by 1.31% [1] - Total market turnover reached 1.89 trillion yuan, an increase of 291.7 billion yuan compared to the previous trading day, with nearly 3400 stocks rising [1] Sector Performance - AI mobile phones and smart wearable technology sectors were active [1] - The semiconductor industry chain saw a midday surge, with photolithography machines and MCU chips leading the gains [1] - Stocks related to 6G, satellite navigation, commercial aerospace, servers, and memory concepts showed significant increases [1] - E-commerce and lithium battery concept stocks performed poorly [1] ETF Performance - The metals sector experienced a broad rally, with Ping An Fund's gold stock ETF and Wan Jia Fund's industrial metals ETF rising by 4.09% and 3.99%, respectively [1] - The satellite internet sector also rose, with the Southern and Huatai Baichuan Fund's IoT ETFs increasing by 3.69% and 3.36% [1] - The communication equipment ETF from Fortune Fund rose by 3.48% [1] - The soybean meal ETF fell by 2.52%, and the S&P biotechnology ETF decreased by 2.3% [1] International Market - Japanese stocks declined, with the Nikkei 225 ETF from E Fund and Nikkei ETF falling by 1.78% and 1.61%, respectively [1]