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].

Group 1 - The ETF market opened with mixed performance, with the HuGangShen Technology ETF (000021) leading the gains at 7.25% [1] - The ESG 300 ETF (159653) increased by 2.40%, while the Hubei ETF (159743) rose by 1.75% [1] - Conversely, the Technology ETF HuGangShen (517350) experienced the largest decline at 6.92%, followed by the Cloud Computing HuGangShen ETF (517390) down 1.52%, and the Internet ETF (517200) falling by 1.24% [1]

Group 1 - A-shares indices opened high and rose strongly on May 6, with cloud computing concept stocks performing well [1] - The cloud computing Hong Kong-Shenzhen ETF (517390) rose by 4.81%, accumulating an 8.83% increase over the past five trading days, ranking among the top three ETFs in the market [1] - The computer ETF (159998) increased by 3.20%, marking its third consecutive day of gains [1] Group 2 - The cloud computing Hong Kong-Shenzhen ETF (517390) closely tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index (931470.CSI) and includes holdings in Hong Kong internet companies and A-share computing leaders [1] - Major holdings in the Hong Kong market include Tencent and Alibaba, while A-share AI application holdings include Kingsoft Office, Hengsheng Electronics, Baoxin Software, and Yonyou Network [1] - A-share computing power holdings include Zhongji Xuchuang, Zhongke Shuguang, Inspur Information, and Unisplendour [1] Group 3 - The computer ETF (159998) tracks the CSI Computer Index (930651.CSI), which selects stocks from the information technology services, application software, system software, and computer hardware sectors [1] - The top ten holdings in the computer ETF include Hikvision, iFlytek, Kingsoft Office, Hengsheng Electronics, and Runhe Software [1] Group 4 - The National Bureau of Statistics announced plans to increase central financial investment to support the construction of foundational data infrastructure projects [2] - Long-term special government bond funds will be utilized to accelerate the establishment of national data infrastructure [2] - Longjiang Securities noted that the continuous improvement of models and accelerated application landing will boost capital expenditure from major CSPs [2] Group 5 - Huatai Securities emphasized that a barbell strategy remains effective in the medium term, with manageable risks at the index level [2] - There is a focus on structural opportunities, particularly in TMT and domestic consumption sectors, with an emphasis on cloud computing chains [2]