数据来源/Wind 制表/张凌之 代码 简称 涨幅（%） 159502.OF 标普生物科技ETF 2.70 513290.OF 纳指生物科技ETF 2.45 159995.OF 芯片ETF 1.76 159665.OF 半导体龙头ETF 1.71 159801.OF 芯片ETF龙头 1.69 159813.OF 半导体ETF 1.67 513750.OF 港股通非银ETF 1.63 159612.OF 标普500ETF 1.62 159582.OF 半导体产业ETF 1.51 159918.OF 中创400ETF 1.49 ...

Group 1 - The ETF market showed mixed performance with the Hang Seng Biotechnology ETF (159615) leading gains at 2.28% [1] - The STAR Market Comprehensive Index ETF by Harvest (589300) increased by 2.16% [1] - The Hong Kong Stock Connect Medical ETF by Fuguo (159506) rose by 2.10% [1] Group 2 - The S&P Biotechnology ETF (159502) experienced the largest decline at 2.34% [1] - The Guotou Financial Real Estate ETF (159933) fell by 2.13% [1] - The NASDAQ Biotechnology ETF (513290) decreased by 2.06% [1]

Group 1 - The S&P Biotechnology ETF (159502) led the gains with an increase of 3.11% [1] - The A100 ETF Fund (159630) rose by 2.46% [1] - The NASDAQ Biotechnology ETF (513290) increased by 2.22% [1] Group 2 - The S&P Oil & Gas ETF (159518) experienced the largest decline, falling by 1.07% [1] - The S&P Oil & Gas ETF (513350) decreased by 1.03% [1] - The Financial Technology ETF Huaxia (516100) dropped by 0.87% [1]

Group 1 - The A100 ETF (159630) leads with a gain of 3.01% [1] - The Sci-Tech 50 Enhanced ETF (588370) increased by 1.18% [1] - The ChiNext ETF (159956) rose by 1.11% [1] Group 2 - The A500 ETF (159379) experienced a decline of 1.04% [1] - The NASDAQ Biotechnology ETF (513290) fell by 0.97% [1] - The S&P Biotechnology ETF (159502) decreased by 0.89% [1]

Core Viewpoint - The resurgence of cross-border ETFs has led to significant price increases across various funds, driven by positive market sentiment following favorable inflation data and a temporary trade truce between the US and China [1][5][10]. Group 1: ETF Performance - The Southern Fund's Saudi ETF, Invesco's Nasdaq Tech ETF, and Invesco's S&P Consumer ETF saw increases of 5.57%, 3.64%, and 3.4% respectively, with latest premium/discount rates at 8.99%, 3.72%, and 29.09% [1][3]. - The S&P Oil & Gas ETFs from Franklin Templeton and Harvest Fund increased by 3.19% and 2.99% respectively, reflecting a broader rise in oil prices [1][3]. - The Nasdaq index rose for the second consecutive day, with Franklin Templeton's Nasdaq ETF and Cathay Fund's Nasdaq ETF increasing by 2.7% and 2.63% respectively [1][3]. Group 2: Market Context - Global stock markets continued to rise, with the S&P 500 and Nasdaq indices gaining 0.72% and 1.61% respectively, attributed to lower-than-expected inflation data and improved investor sentiment following the US-China trade truce [5][6]. - The S&P 500 index has recovered its losses for the year, now up 0.1%, after a significant drop earlier due to escalating trade tensions [5][6]. - The recent signing of a $142 billion arms deal between the US and Saudi Arabia, along with Nvidia's commitment to supply advanced AI chips, has further bolstered market optimism [6][10]. Group 3: Economic Indicators - The US Consumer Price Index rose by 2.3% year-on-year in April, below the expected 2.4%, marking the lowest level since February 2021 [10]. - Despite the favorable inflation data, the 10-year US Treasury yield increased by 2.4 basis points to 4.481%, indicating a complex market reaction [10]. - Market analysts suggest that the upcoming month may see fluctuations in the S&P 500 index between 5500 and 5800 points, supported by corporate buybacks and trade agreements [10].

Group 1 - The military industry ETFs showed strong performance, with the leading military ETF (512710) rising by 4.24%, the governance ETF (510010) increasing by 3.90%, and the national defense ETF (512670) up by 3.78% [1] - In contrast, the biotechnology sector faced declines, with the S&P biotechnology ETF (159502) leading the drop at 5.08%, followed by the NASDAQ biotechnology ETF (513290) down by 4.23%, and the Hang Seng innovative drug ETF (520500) falling by 4.14% [1] - The market trend suggests that investors are favoring index ETFs for rebound opportunities, particularly those that package market leaders [1]

Core Viewpoint - The ETF market shows mixed performance, with notable gains in cloud computing and other sectors, indicating potential investment opportunities in index ETFs [1] Group 1: ETF Performance - The Cloud Computing 50 ETF (159527) leads with a gain of 10.01% [1] - The Guozheng 2000 ETF (159543) increases by 5.16% [1] - The Hong Kong Securities ETF (513090) rises by 4.52% [1] - The S&P Biotechnology ETF (159502) experiences a decline of 4.06% [1] - The NASDAQ Biotechnology ETF (513290) falls by 3.87% [1] - The Hubei ETF (159743) decreases by 2.37% [1] Group 2: Investment Strategy - The strategy suggests that investors should consider buying index ETFs to capitalize on market rebounds [1]