【导读】周二股票ETF资金净流出超63亿元 本周二（12月9日），A股市场继续震荡调整，三大指数涨跌不一，沪深两市成交1.92万亿元。 市场调整下，部分资金选择落袋为安。周二全市场股票ETF（含跨境ETF）资金净流出超63亿元，医药、恒生科技、红利、有色金属、中概互联等相关 ETF净流入靠前。 这也是本周连续第二个交易日资金净流出，两天合计"失血"超百亿元。 通信、人工智能相关ETF领涨 市场调整，部分资金选择落袋为安。数据显示，12月9日股票ETF市场总份额减少22.81亿份，按照成交均价测算，当日净流出资金达63.49亿元。 若从全市场情况来看，12月9日资金净流出65.9亿元，其中港股市场ETF与债券ETF净流入居前，分别达24.8亿元与11.24亿元；宽基ETF净流出居前，达 63.46亿元；规模变化方面，宽基ETF规模下降167.32亿元。 易方达数据显示，当日资金流入前五板块为医药（净流入10.1亿元）、恒生科技指数（净流入8.9亿元）、红利（净流入7.8亿元）、有色金属（净流入5.9 亿元）、中概互联（净流入3.9亿元）。 数据显示，截至12月9日，全市场1272只股票ETF总规模达4.60万亿 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 01 12月9日，科技板块表现亮眼，通信、人工智能、云计算、电子等多只科创主题ETF涨幅明显。有色、 黄金等主题ETF今日表现疲软，部分产品跌幅超3%。 02 12月9日，汇添富纳斯达克生物科技ETF、华夏纳斯达克100ETF（QDII）、华安日经225ETF （QDII）、华泰柏瑞纳斯达克100ETF（QDII）等多只ETF发布溢价风险提示公告，提示投资者关注二 级市场交易价格的溢价风险。 03 宽基ETF成为近期资金流入的重要方向之一。Wind数据显示，12月8日、12月5日两个交易日，南方中证 A500ETF、华泰柏瑞沪深300ETF、华夏上证科创板50ETF等产品表现亮眼，两日合计资金净流入额均 超15亿元；华泰柏瑞中证A500ETF两日合计资金净流入额超20亿元。 通信、人工智能主题ETF领涨 有色主题ETF表现疲软 12月9日，有色、黄金等板块表现疲软，多只相关主题ETF跌超3%。 有基金经理分析称，虽然有色金属板块长期投资价值可期，但仍需关注短期市场波动风险。一方面，美 元走势和美国利率政策的调整将对黄金价格产生较大影响。 ...

有券商表示，展望四季度，铜、钴价格受供给紧张提振将继续上行，锂价则受益于储能需求超预期上涨，贵金属价格虽经历冲高回落行情，但 整体看涨思路并未改变。在流动性宽松、各国加强关键资源获取力度背景下，有色等大宗商品投资热度有望延续。 每日经济新闻 有色金属概念股早盘走低，洛阳钼业、中国铝业跌超3%，华友钴业跌超2%。 受盘面影响，有色相关ETF跌约2%。 | 代码 | 类型 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 159652 | 王 | 有色50ETF | 1.541 | -0.032 | -2.03% | | 260860 | | 主 工业有色ETF | 1.468 | -0.027 | -1.81% | | 159871 | 主 | 有色金属ETF | 1.789 | -0.035 | -1.92% | | 512400 | 行 | 有色金属ETF | 1.774 | -0.032 | -1.77% | | 516650 | 主 | 有色金属ETF基金 | 1.743 | -0.031 | -1.75% | | 159880 ...

Go-Goal ETF数据显示，本周，商业航天概念爆火，卫星ETF涨幅居首。此外，工业有色、工程机械等相关ETF涨幅较前。跌幅方面，科创新能源、线上 消费、酒相关ETF跌幅较深。 Go-Goal ETF数据显示，本周，商业航天概念爆火，卫星ETF涨幅居首。此外，工业有色、工程机械等相关ETF涨幅较前。 上证报中国证券网讯（记者 汪友若）本周，A股主要指数多数上涨。创业板指表现突出，全周涨幅为1.86%。上证指数在周五重回3900点上方。深证成指 全周上涨1.26%。 根据Go-Goal ETF数据，下周将有8只ETF发行。 | 全部(30) | 即将发行(10) | 正在发行(12) 即将上市(8) | 已上市 | | 基金名称(代码)、基金公司 | | --- | --- | --- | --- | --- | --- | | 序号 | 基金代码 | 基金名称 | = 其余公司 | ● 认购起始日 | ਵ ● 认购终止日 | | 7 | 589070 | 科创芯片设计ETF天弘 | 天弘基金 | 2026-01-05 | 2026-01-09 | | 2 | 159137 | 港股医疗ETF华宇 | 夜高温 ...

市场回顾： 本周（2025年12月1日-12月5日），A股主要指数反弹回升，但市场情绪整体趋于平淡，两融余额小幅回升，但沪深两市日均成交 额缩量态势明显，市场活跃度再度收敛，投资者参与意愿仍处于低位。尽管全市场普遍出现技术性反弹，但力度有限；在短期风 险有所缓释后，市场仍维持阶段性震荡格局。指数方面，重要指数多数收涨；其中，上证指数、深证成指、创业板指分别上涨 0.35%、1.26%、1.86%。 ETF方面，反弹呈现结构性特征。前期震荡整理的通信、电子等成长板块领涨，而石油石化、银行、煤炭等传统周期类行业表现相 对疲弱，反映出投资者风险偏好略有修复，但仍以避险和轮动博弈为主，尚未形成明确主线。 从本周ETF走势看，全市场ETF平均 涨幅幅0.79%，得益于前期调整的通信、电子等板块的估值修复，成长表现更为强势！股票（策略）ETF、股票（风格）ETF领跑 市场，平均涨幅超1%，商品型ETF、跨境型ETF微涨。 ETF涨跌幅： | | | 本周ETE跌幅 TOP10 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 跌幅 | 基金管理人 | 投资类型 | ...

Core Points - The A-share market saw all three major indices rise in the morning session, with the Shanghai Composite Index up 0.08%, the Shenzhen Component Index up 0.39%, and the ChiNext Index up 0.47% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 999.6 billion yuan, a decrease of 40.6 billion yuan compared to the previous day [1] - Over 3,500 stocks in the market experienced gains, indicating a broad-based rally [1] Sector Performance - CPO concept stocks surged, while local stocks in Fujian remained active; sectors such as superconductors, ultra-high voltage, 6G, and photovoltaic indices showed significant gains [1] - The banking, real estate, and pharmaceutical sectors faced declines, with the real estate sector leading the losses [1] - ETFs related to industrial and non-ferrous metals led the gains, with the Wanjia Fund's industrial non-ferrous ETF rising by 2.5% [1] - The electric grid equipment sector performed well, with multiple ETFs in this category rising by 2% [1] - The photovoltaic sector also saw a rise, with leading ETFs in this space increasing by 2% [1] - Real estate ETFs declined by 1.4%, reflecting the struggles in the real estate sector [1] - Japanese stocks fell, with the Tokyo Stock Exchange Index ETF down by 1.2% [1] - The innovative drug sector showed weakness, with ETFs in this category declining by 1% [1]

Market Overview - The market experienced a decline with all three major indices closing lower: Shanghai Composite Index down 0.51%, Shenzhen Component Index down 0.78%, and ChiNext Index down 1.12% [1] Sector Performance - Coal, wind power equipment, and traditional Chinese medicine sectors showed strong gains, while energy metals, internet services, and software development sectors faced significant declines [1] - Main capital inflows were observed in small metals, optical electronics, and non-ferrous metals industries [1] ETF Performance - Related ETFs such as those in non-ferrous metals, electricity, and traditional Chinese medicine performed well, likely influenced by relevant news [1] Federal Reserve Insights - China Galaxy Securities noted that market expectations for a Federal Reserve rate cut in December have exceeded 80%, leading to a rebound in gold prices and a new high for silver prices [1] - The ongoing rate cut cycle and potential shift from balance sheet reduction to expansion may continue to support rising prices for gold and silver [1] Resource Sector Outlook - CITIC Construction indicated that conditions are accumulating for a strong performance in resource products, which may become a new main investment theme in A-shares following technology [1] - The competition for key resources amid external geopolitical tensions is expected to be a significant factor driving the strength of resource products [1] New Energy and Grid Investment - Zhongyou Securities highlighted that the demand for new energy consumption is surging under the "dual carbon" goals, leading to a rapid growth cycle in grid investment [2] - The urgency for smart grid upgrades, along with infrastructure needs for ultra-high voltage channels and distribution network improvements, is driving this investment trend [2] Traditional Chinese Medicine Pricing Regulation - The launch of the drug price registration system in China is part of a broader initiative to regulate the prices of traditional Chinese medicine [3] - Multiple regions, including Heilongjiang, Anhui, and others, are actively implementing price governance measures targeting high-priced traditional Chinese medicines [3] - The goal is to establish a unified, open, and competitively ordered drug market across the country [3]

| | 恒生科技ETF | 0.731 | | --- | --- | --- | | 513010 | 恒生科技ETF易方达 | 0.762 | | | 港股通创新药ETF | 1.718 | | 159740 159570 | | | ETF涨幅榜上，近期铜价上涨，带动了有色金属板块今日反弹，多只有色相关ETF今日上午涨幅超1%。其中，工业有色ETF（560860）半日涨幅近2.5%，领 涨整个ETF市场。 | 代码 | 名称 | 涨幅 (%) | 现价 | 换手(9 | | --- | --- | --- | --- | --- | | 560860 | 工业有色ETF | 2.48 | 1.447 | 2.05 | | 516650 | 有色金属ETF基金 | 1.41 | 1.728 | 3.93 | | 159881 | 有色60ETF | 1.37 | 1.696 | 3.48 | | 512400 | 有色金属ETF | 1.33 | 1.754 | 2.15 | | 159652 | 有色50ETF | 1.33 | 1.527 | 1.89 | | 159876 | 有色龙头ETF | 1 ...

Core Viewpoint - The global interest rate cut cycle has begun, coupled with the surge in AI investment driving physical demand, leading to a significant increase in market funds' allocation towards strategic resources [1] Group 1: Market Performance - As of December 2, the Industrial Nonferrous ETF (560860) has seen a year-to-date increase of 78.06% [1] - In the past 60 days, the ETF has attracted over 3.4 billion yuan in investments, with its latest scale reaching 6.167 billion yuan [1] - The scale of the ETF has grown nearly 17 times this year, indicating strong market interest [1] Group 2: Sector Composition - The Industrial Nonferrous ETF closely tracks the CSI Industrial Nonferrous Metals Theme Index, with the top three sectors being copper (31.06%), aluminum (22.44%), and rare earths (16.13%), collectively accounting for nearly 70% [1] - This ETF ranks first among all nonferrous metal indices tracked by ETFs in the market, making it the preferred tool for investors looking to allocate to core strategic resources [1]

01 12月1日，市场震荡拉升，沪指重返3900点上方。有色金属板块爆发，科技题材持续活跃，带动相关ETF上涨，涨幅前十的ETF中，有4 只有色、黄金相关ETF以及4只物联网相关ETF。 02 近期，债市持续震荡，债券相关ETF成交活跃。12月1日，成交额前十的ETF中，除1只短融ETF和2只货币ETF外，其余均为债券相关 ETF。科创债ETF成交持续活跃，4只科创债ETF成交额超90亿元。 03 核心资产迎来增量资金。11月28日，资金净流入居前的ETF中，出现上证50ETF（510050）、中证500ETF（510500）等产品。 有色、物联网相关ETF涨幅居前 12月1日，有色金属板块爆发。涨幅前十的ETF中4只为有色、黄金相关ETF，其中，黄金股票ETF基金涨超4%，在所有ETF中涨幅最 高。工业有色ETF涨近4%。 | 代码 | 简称 | 涨幅 (%) | | --- | --- | --- | | 159322.OF | 黄金股票ETF基金 | 4.09 | | 560860.OF | 工业有色ETF | 3.99 | | 159896.OF | 物联网ETF南方 | 3.68 | | 15958 ...