（来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ETF18日午间收盘涨跌不一，科创半导体ETF鹏华（589020）领涨6.90%，半导体材料ETF（562590）涨 6.65%，半导体设备ETF基金（159327）涨6.53%，稀有金属ETF基金（561800）领跌1.96%，工业有色 ETF（560860）跌1.83%，黄金股票ETF（159321）跌1.76%。截至目前，ETF两市成交额报2971.40亿 元，分类型来看，股票型ETF成交额1261.51亿元，债券型ETF成交额880.16亿元，货币型ETF成交额 224.64亿元，商品型ETF成交额37.17亿元，QDII型ETF成交额567.92亿元。其中，成交额最高的非货币 型ETF分别是恒生科技（513130）、华夏恒生科技ETF(qdii)（513180）、华夏恒生互联网科技业 ETF(qdii)（513330），成交额分别为71.33亿元、71.31亿元、70.02亿元。 ...

Group 1 - The semiconductor equipment ETF (159327) led the gains with an increase of 2.87% [1] - The E Fund semiconductor equipment ETF (159558) rose by 2.65% [1] - The chip equipment ETF (560780) saw an increase of 2.54% [1] Group 2 - The Southeast Asia technology ETF (513730) was the biggest loser, declining by 1.56% [1] - The consumption 30 ETF (510630) fell by 1.3% [1] - The communication ETF (515880) decreased by 1.27% [1]

Group 1 - The article highlights the significant interest from public funds in the semiconductor and general equipment sectors, with 125 public funds conducting intensive research on 210 A-shares from May 12 to May 18, 2025 [2][3] - The semiconductor industry led the research frequency with 76 instances, indicating strong expectations for domestic semiconductor replacement processes [4][5] - The general equipment sector followed with 60 research instances, reflecting institutional intentions for comprehensive layout in high-end equipment manufacturing [4][5] Group 2 - The semiconductor industry is expected to break through cycles, with historical experiences suggesting that tariff impacts are temporary and do not hinder overall economic development [6][7] - The domestic semiconductor market has seen substantial growth, with sales of semiconductor equipment projected to rise from under $20 billion in 2010 to nearly $50 billion by 2024 [7][8] - The article notes that more domestic manufacturers are entering the high-end chip industry, marking a significant rise in China's technological capabilities [11] Group 3 - The article discusses the contrasting performance of Chinese and American tech stocks in 2025, with Chinese tech stocks showing gains of over 20% to 30% while American tech stocks averaged a decline of 5.9% [12][13] - The rise of Chinese tech stocks is attributed to technological leaps, domestic replacement, and valuation recovery, with companies like Chip Origin seeing significant stock price increases despite previous losses [15][16] Group 4 - The innovative drug sector is experiencing a revolutionary moment, with a growing market space driven by an aging population and increased health investments [33][34] - The Hang Seng Healthcare Index has risen by 31.89% since the beginning of the year, outperforming other indices [36] - The article highlights a record-breaking agreement between a domestic pharmaceutical company and Pfizer, marking a significant milestone for domestic innovative drugs [38][39] Group 5 - The innovative drug industry is transitioning from a "follower" to a "leader" position, with a notable increase in the number of innovative drug pipelines and global first-in-class drugs [46][49] - The article mentions that the innovative drug sector has received substantial policy support across various stages, contributing to its growth [50] - The performance of innovative drug-related ETFs has been strong, with many achieving returns above 30% this year [47][49]