来源：上海证券报·中国证券网 上证报中国证券网讯 12月19日，ETF午间收盘涨跌不一，港股医疗ETF(159366)涨3.56%，港股通医疗 ETF(520510)涨3.14%，港股创新药50ETF(513780)涨3.00%，标普油气ETF(513350)跌1.07%，深证 100ETF华安(159706)跌0.67%，标普油气ETF(159518)跌0.66%。 来源：上海证券报·中国证券网 上证报中国证券网讯 12月19日，ETF午间收盘涨跌不一，港股医疗ETF(159366)涨3.56%，港股通医疗 ETF(520510)涨3.14%，港股创新药50ETF(513780)涨3.00%，标普油气ETF(513350)跌1.07%，深证 100ETF华安(159706)跌0.67%，标普油气ETF(159518)跌0.66%。 ...

Core Viewpoint - The article highlights the trading activities in the Shanghai and Shenzhen stock markets, focusing on significant stock transactions, sector performances, and ETF trading volumes, indicating potential investment opportunities and market trends. Group 1: Trading Volume and Key Stocks - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 212.76 billion, with Cambricon Technologies and NewEase Technology leading in individual stock trading volume [1] - The top stocks traded on the Shanghai Stock Connect included Cambricon Technologies (1.507 billion), Kweichow Moutai (1.443 billion), and Industrial Fulian (1.141 billion) [3] - On the Shenzhen Stock Connect, NewEase Technology (2.878 billion), CATL (2.850 billion), and Zhongji Xuchuang (2.755 billion) were the top traded stocks [4] Group 2: Sector Performance - The communication sector saw the highest net inflow of funds, totaling 5.625 billion, with a net inflow rate of 3.79% [6] - Other sectors with notable net inflows included non-ferrous metals (4.226 billion, 3.62%) and computing (3.238 billion, 1.07%) [6] - Conversely, the defense and military sector experienced the largest net outflow, amounting to -5.429 billion, with a net outflow rate of -5.73% [7] Group 3: ETF Trading - The software ETF (515230) saw a remarkable trading volume increase of 370% compared to the previous trading day, reaching 5.2323 billion [14] - The top ETFs by trading volume included A50 ETF Huatai Baichuan (14.1181 billion) and Hong Kong Securities ETF (13.6380 billion) [13] Group 4: Institutional and Retail Trading - Institutional trading was active, with significant purchases in stocks like Shenzhen South Circuit (2.21 billion) and Huazhong Cable (1.25 billion) [15] - Retail investors showed high activity in lithium battery electrolyte stocks, with Tianji Co. reaching the daily limit and receiving substantial purchases from retail investors [19]

Market Performance - The Shanghai Composite Index rose by 1.19%, the Shenzhen Component Index increased by 2.4%, and the ChiNext Index surged by 3.39% [1] - The total market turnover reached 1.814 trillion yuan, an increase of 65.9 billion yuan compared to the previous day [1] Sector Highlights - Energy metals showed strong performance, with lithium mining leading the gains [1] - Computing hardware stocks saw a resurgence in the afternoon, particularly in the CPO and server sectors [1] - Brokerage, insurance, and aviation sectors had notable gains [1] - Commercial aerospace and Hainan Free Trade Zone themes experienced significant pullbacks [1] ETF Performance - The AI hardware sector rebounded strongly, with the Cathay Communications ETF, E Fund Growth ETF, and Southern ChiNext AI ETF all rising over 5% [1] - The rare metals sector also saw gains, with GF Fund Rare Metals ETF and Harvest Fund Rare Metals ETF increasing by 4.38% and 4.3%, respectively [1] - Two Brazilian ETFs fell by over 3% [1] - The satellite sector declined, with both the Aerospace ETF and General Aviation ETF dropping by more than 1% [1] - Crude oil futures decreased, leading to a 1.27% drop in the S&P Oil & Gas ETF [1]

下跌方面，巴西ETF跌超3%，航天相关ETF跌约1%。 | 代码 | 名称 | 现价 | 涨跌幅 | 促 | | --- | --- | --- | --- | --- | | 159100.SZ^ | 巴西ETF | 0.98 | -3.73% | | | 520870.SH | 巴西ETF | | 0.972 -3.38% | | | 563380.SH | 航空航天ETF | | 1.021 -1.35% | | | 159230.SZ | 通用航空ETF基金 | | 1.123 -1.32% | | | 513350.SH | 标普油气ETF | | 0.933 -1.27% | | | 159392.SZ | 航空ETF | | 1.099 -0.99% | | | 159283.SZ | 通用航空ETF南方 | 0.999 | -0.99% | | | 159378.SZ | 通用航空ETF | 1.214 -0.98% | | --- | --- | --- | | 561660.SH | 通用航空ETF基金 | 1.065 -0.93% | | 159255.SZ 通用航空ETF易方达 1.0 ...

截至午盘，上证指数涨0.17%，深证成指涨0.83%，创业板指涨1.21%，北证50跌0.83%。全市场成 交额10402亿元，较上日成交额缩量993亿元。 锂电池产业链领涨，CPO概念股反复活跃，航空、有色 金属涨幅居前。稳定币、商业航天、海南自贸区题材调整。新股沐曦股份半日大涨近700%，总市值一 度超摩尔线程。 ETF方面， 南方基金长江保护主题ETF异动上涨9.94%，最新溢折率为9.71%。锂矿金属延续涨势， 广发基金稀有金属ETF、工银瑞信基金稀有金属ETF基金和嘉实基金稀有金属ETF分别涨3.33%、3.24% 和3.23%。CPO板块反弹，国泰基金通信ETF、富国基金通信设备ETF和创业板人工智能ETF国泰涨 2%。 （责任编辑：王治强 HF013） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 两只巴西ETF跌3%。卫星互联网板块回调，通用航空ETF基金、航空ETF基金跌2%。原油期货 ...

Core Viewpoint - The ETF market showed mixed performance on December 16, with notable gains in smart driving and smart vehicle ETFs, while oil and gas ETFs experienced declines [1][2]. Group 1: ETF Performance - The Smart Driving ETF (516520) led the gains with an increase of 2.98% [1][2]. - The Southern Innovation Growth ETF (589700) rose by 2.24% [1][2]. - The Smart Vehicle ETF (515250) saw an increase of 2.21% [1][2]. - The S&P Oil & Gas ETF (513350) was the biggest loser, declining by 1.55% [1][2]. - The S&P Oil & Gas ETF (159518) fell by 1.52% [1][2]. - The Innovation Board Growth ETF (588070) decreased by 1.34% [1][2].

Group 1 - The opening of ETFs on December 4 showed mixed performance, with the S&P Biotechnology ETF (159502) increasing by 2.54% [1][2] - The Robotics Industry ETF (560630) rose by 2.23% [1][2] - The S&P Oil & Gas ETF (513350) experienced a gain of 2.15% [1][2] Group 2 - The Communication Equipment ETF (159583) declined by 1.34% [1][2] - The Information Technology ETF (562560) fell by 1.2% [1][2] - The Satellite ETF (159206) decreased by 1.16% [1][2]

Market Overview - The market experienced fluctuations throughout the day, with both the Shenzhen Component Index and the ChiNext Index dropping over 1% at one point [1] - The Fujian sector showed strong performance, while the battery and shipping sectors faced declines [1] ETF Performance - The S&P Consumer ETF rose by over 2%, with several dividend-related ETFs increasing by more than 1% [1][2] - Specific ETFs and their performance include: - S&P Consumer ETF: 1.417, up 2.53% [2] - Hong Kong Dividend Low Volatility ETF: up 1.7% [2] - Hong Kong Dividend Index ETF: 1.683, up 1.57% [2] - Other notable ETFs include the Hang Seng Dividend Low Volatility ETF and the Hang Seng Dividend ETF, both showing increases [2] Institutional Behavior - Analysts suggest that some institutions may sell high-valuation, volatile growth stocks to lock in annual returns, shifting focus to high-dividend, high-margin safety stocks in the Hong Kong dividend sector [3] - The period from December to January is noted as a peak for insurance premiums, leading some insurance funds to quickly build positions in high-dividend assets to match liability costs, creating a rigid buying pressure [3] Sector Declines - The Media ETF experienced a decline of over 2% [3][4] - Other ETFs in the media and technology sectors also reported losses, including: - Media ETF: down 2.3% [4] - S&P Biotechnology ETF: down 2.2% [4] - Various other ETFs in the entertainment and technology sectors also showed declines [4][5]

Core Viewpoint - The performance of various ETFs shows mixed results, with biotechnology and oil & gas sectors experiencing gains while 5G and solar energy sectors face declines [1] Group 1: ETF Performance - The S&P Biotechnology ETF (159502) increased by 3.44% [1] - The NASDAQ Biotechnology ETF (513290) rose by 2.79% [1] - The S&P Oil & Gas ETF (513350) saw a gain of 2.07% [1] - The 5G50 ETF (159811) decreased by 2.22% [1] - The Solar ETF Index Fund (159618) fell by 1.98% [1] - The Sci-Tech Innovation and Entrepreneurship ETF (588360) dropped by 1.95% [1]

Core Viewpoint - The performance of various ETFs on October 29 shows mixed results, with some experiencing gains while others faced declines [1] ETF Performance Summary - The HuShen 300 ETF Ping An (510390) increased by 4.74% [1] - The ChiNext AI ETF Guotai (159388) rose by 2.55% [1] - The Communication ETF (515880) saw a gain of 2.19% [1] - The S&P Oil & Gas ETF (513350) decreased by 1.27% [1] - The S&P Oil & Gas ETF (159518) fell by 1.12% [1] - The Xinchuang ETF Yifangda (159540) declined by 0.93% [1]