Market Overview - The three major A-share indices collectively rose, with the Shanghai Composite Index increasing by 0.51%, the Shenzhen Component Index by 0.34%, and the ChiNext Index by 0.91% [1] - The North Star 50 Index declined by 0.33% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,101 billion yuan, an increase of 605 billion yuan compared to the previous day [1] - Over 1,800 stocks in the market experienced gains [1] Sector Performance - The gas, port shipping, and brain-computer interface sectors saw significant gains, while the energy metals and military equipment sectors experienced adjustments [1] - In the ETF market, the chip sector surged, with Cambrian Technology rising by 15% [1] - The ETFs related to the chip sector, including the Huatai-PineBridge Science and Technology Chip 50 ETF, increased by 2.76%, while the other two chip ETFs from Guotai and Jiashi rose by 2.71% and 2.7% respectively [1] - Core stocks in the AI hardware sector continued to rise, with Industrial Fulian and several others reaching historical highs [1] - The AI ETFs in the ChiNext, including those from Guotai, Huabao, and Guotai, increased by 2.35%, 2.39%, and 2.25% respectively [1] - The communication equipment sector also saw an upward trend, with the Guotai Communication ETF and the Huaxia 5G Communication ETF rising by 2.5% and 2.05% respectively [1] Declining Sectors - The innovative drug sector experienced a pullback, with the Guotai Innovation Drug ETF declining by 2.7% [1] - The rare metals sector also faced a downturn, with the Rare Metals ETF and another Rare Metals ETF falling by 2.65% and 2.58% respectively [1] - The aerospace and military industry sectors were all in the red, with the Tianhong Aerospace ETF and the Military Industry Leader ETF dropping by 2.1% and 1.93% respectively [1]

Group 1 - The ETF market showed mixed performance on the 31st, with the leading sector being the AI-focused ETFs in the ChiNext market [2] - The Huabao AI ETF (159363) led the gains with an increase of 4.21%, followed closely by the Guotai AI ETF (159388) at 4.11% and the Fortune AI ETF (159246) at 4.02% [2] - In contrast, the real estate ETF (159707) experienced the largest decline, falling by 3.66%, followed by the mining ETF (561330) down 3.41% and the steel ETF (515210) down 3.36% [2]

Market Overview - The Shanghai Composite Index fell by 0.68% at midday, while the Shenzhen Component Index rose by 0.43% [1] - The AI hardware sector saw a significant rally, with multiple ETFs related to artificial intelligence experiencing gains of around 4% [5] - The real estate sector faced notable declines, with ETFs related to real estate dropping by 3.66% and 3.06% respectively [6] Sector Performance - The AI application sector and liquid cooling concepts began to see a rebound, contributing to the overall strength of the AI industry [1] - Innovative pharmaceuticals continued to show strong performance, with several ETFs in this sector rising by approximately 2.93% to 2.55% [5] - Cyclical stocks, including steel, coal, and rare earth sectors, continued to adjust downwards, reflecting a broader market trend [1][6]

CPO继续爆发，天孚通信涨超12%，中际旭创涨超8%，新易盛涨5%，带动创业板人工智能ETF南方、创业板人工智能 ETF华夏、创业板人工智能ETF华宝、创业板人工智能ETF富国涨超2.6%；创业板人工智能ETF国泰、创业板人工智能 ETF大成涨超2%。 | 序号 代码 | | 类型 名称 | 涨跌幅 ▼ | 估算规模 管理公司 | | --- | --- | --- | --- | --- | | 1 | 159382 | 主 创业板人工智能ETF南方 | 2.88% | 6315.92万 南方基金 | | 2 | 159381 | 主 创业板人工智能ETF华夏 | 2.74% | 1.79亿 半夏基金 | | ന | 159363 | 主 创业板人工智能ETF华宝 | 2.66% | 17.75亿 华宝基金 | | ব | 159246 | 主 创业板人工智能ETF富国 | 2.63% | 7044.04万 富国基金 | | റ | 159388 | 主 创业板人工智能ETF国泰 | 2.43% | 5435.57万 国泰基金 | | 6 | 159242 | 主 创业板人工智能ETF大成 | 2.08% ...