开年首个交易日，科技带头反弹，沪指成功站上4000点，创业板指数盘中突破3200点，盘中AI方向今 日集体强势表现，AI芯片、AI手机、等细分领域活跃居前。截至发稿，科创AIETF富国（589380）盘中 涨幅达4.12%，信创ETF富国（159538）盘中涨幅达3.77%，科技50ETF（515750）盘中涨幅达3.65%， 消费电子ETF富国（561100）盘中涨幅达3.40%。其中，科创AIETF富国成分股中微公司涨超12%，澜起 科技涨超8%。 消息面，号称科技圈"春晚"的CES大会（全球消费电子展）将于1月6日至9日举行，作为一年一度的开 年科技大秀，CES已经成为前沿AI硬件概念的主要秀场，各类智能眼镜、可穿戴设备通过这个平台走进 全球投资者和消费者的视野。 科创AIETF富国（589380）跟踪的是上证科创板人工智能指数，实行 20CM 涨跌幅限制，指数覆盖 AI 产业链的上游算力芯片、中游大模型云计算、下游机器人等各类创新应用，主要集中在半导体、计算机 等高成长性领域，尤其数字芯片设计权重占比过半。场外投资者可以通过其联接（A类024763；C类 024764）关注机会。 （文章来源：每日经济 ...

Group 1 - The core viewpoint of the article highlights the active trading and significant gains of various ETFs on December 29, with a particular focus on sectors such as technology, securities, and non-ferrous metals [1] - The trading volume for cross-border ETFs, specifically the Hong Kong securities ETF, reached 5.238 billion yuan, indicating substantial market activity [1] - The non-ferrous metals ETF (159980) experienced a half-day increase of 2.91%, leading the gains among ETFs [1] - The AI-related ETFs, such as the Fortune (589380) technology innovation AI ETF, also saw a notable half-day increase of approximately 2% [1] - The commercial aerospace sector continued its upward trend, with multiple general aviation and satellite ETFs showing half-day gains exceeding 1.5% [1]

Market Performance - The A-share market experienced a nine-day rally, with the Shanghai Composite Index rising by 0.31% and the Shenzhen Component Index increasing by 0.03% [1] - The ChiNext Index fell by 0.32%, while the North China 50 Index rose by 0.11% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.4078 trillion yuan, a decrease of 57.8 billion yuan compared to the previous day [1] - Over 3,400 stocks in the market declined [1] Sector Performance - Leading sectors included carbon fiber, diversified finance, brain-computer interfaces, non-ferrous metals, CPO, wind power equipment, commercial aerospace, and humanoid robots [1] - Underperforming sectors were food and beverage, retail, batteries, chemicals, and influenza [1] ETF Performance - The non-ferrous metal sector saw gains, with the Dachen Fund Non-Ferrous Metal ETF rising by 2.9% [1] - The oil and gas sector performed well, with the Penghua Fund Oil and Gas ETF and the Jingshun Great Wall Fund Oil and Gas ETF increasing by 2% and 1.92%, respectively [1] - The AI sector showed signs of recovery, with the Kexin AI ETF and the Kexin Artificial Intelligence ETF rising by 2% [1] - The commercial aerospace sector continued its upward trend, with the Satellite ETF from Yifangda increasing by 1.7% [1] Declining ETFs - High-premium Hong Kong stock ETFs saw significant declines, with the Hang Seng ETF for Hong Kong Stock Connect hitting the limit down and the Hong Kong Stock Connect 50 ETF dropping by 7% [1] - The latest premium/discount rates for these ETFs were 5% and 0.27%, respectively [1] - The Hong Kong innovative drug sector declined, with the Hang Seng Innovative Drug ETF falling by 2% and the Hong Kong Stock Connect Innovative Drug ETF decreasing by 1.7% [1] - Power stocks experienced a pullback, with the Green Power ETF and Power ETF both declining by 1.6% [1]

Core Insights - The stock indices of the Shanghai and Shenzhen markets experienced fluctuations but ultimately turned positive, with significant activity in the AI sector, particularly in AI chips and AI smartphones [1] - The Kexin AI ETF (589380) saw an intraday increase of 4.03%, while the Xinchang ETF (159538) rose by 3.23%, indicating strong investor interest in AI-related investments [1] - Notable individual stocks included Chip Origin, which surged over 16%, and Lanke Technology, which increased by over 4% [1] Company Developments - OpenAI has signed an agreement with Luxshare Precision, a manufacturer for Apple, to jointly develop a consumer-grade device [1] - OpenAI is also in discussions with GoerTek, a company that assembles AirPods, HomePods, and Apple Watches, to supply speaker modules and other components for future products [1] Industry Trends - The Kexin AI ETF tracks the Shanghai Stock Exchange's AI Index, which includes a diverse range of companies across the AI industry chain, covering upstream computing chips, midstream large model cloud computing, and downstream robotics [1] - The ETF primarily focuses on high-growth sectors such as semiconductors and computers, with digital chip design accounting for over half of its weight [1] - Investors can access opportunities through the ETF's connection classes (A class 024763; C class 024764) [1]