Market Overview - After the Federal Reserve's interest rate cut, market sentiment has turned cautious due to potential rate hikes from the Bank of Japan[1] - Major A-share indices opened high but closed lower: Shanghai Composite Index down 0.70%, Shenzhen Component down 1.27%, and ChiNext down 1.41%[1] - Total trading volume in both markets reached 1.89 trillion yuan, a slight increase from the previous trading day, but over 4,300 stocks declined, indicating weakened buying momentum[1] Sector Performance - Structural opportunities are concentrated in two main lines: - The renewable energy sector, particularly wind and nuclear power, shows sustained investment value due to policy catalysts[1] - Semiconductor equipment-related ETFs have seen net inflows this week, indicating a potential rebound in the oversold tech sector[1] - The real estate, retail, and cultural media sectors led the decline, while hard tech themes like nuclear fusion received increased funding[1] Economic Outlook - The World Bank has raised its 2025 economic growth forecast for China by 0.4 percentage points, citing more proactive fiscal policies and a diversified export market as key factors[7] - The focus on domestic demand is expected to support resilient and sustainable growth in the coming years[7] Fund Dynamics - In the recent Hong Kong stock market adjustment, public funds are accelerating their investments, with several funds announcing early closures for fundraising[13] - A-share assets have seen increased allocations from fund advisors, indicating a strategic positioning for the upcoming year-end market trends[14]

半导体设备相关ETF大涨 9月24日，半导体板块全线走强，相关ETF交投活跃，多只半导体设备相关ETF涨超9%，半导体设备ETF（159516）、半导体设备ETF 易方达（159558）等多只ETF盘中一度涨停。其中，科创半导体设备ETF（588710）上涨9.1%，9月以来涨幅已超过20%。该ETF今日全 天成交额为3.88亿元，环比大增超213%，创成立以来历史新高。 此外，科创半导体设备ETF（588710）9月以来规模增幅已达188%；场外投资者可关注其联接基金（A类：024974、C类：024975）， 助力投资者布局半导体产业链投资。 01 9月24日，半导体板块全线走强，多只半导体设备相关ETF盘中一度涨停。 02 第二批科创债ETF今日集体上市，首日成交活跃，汇添富、国泰基金旗下科创债ETF成交额均超过100亿元。 | | 乐-机代创顶CIT工中目口以义/白灰 | | | | | --- | --- | --- | --- | --- | | 代码 | 简称 | 今日成交额 (亿元) | 上市日期 | 发行总规模 (亿元) | | 551520.SH | N科创债ETF汇添富 | 151.96 ...