纳斯达克生技股指数昨日上涨1.37%，连续3天走强。 每日经济新闻 受盘面影响，跟踪纳斯达克生技股指数的纳指生物科技ETF早盘大涨逾3%，创上市新高。 有分析认为，12月美联储议息会议降息与否仍存在不确定性。后续预计美国就业市场仍将面临压力，明年美联储仍有降息的空间。生物医药对利率较为敏 感，降息有利于中小生物医药公司降低融资成本，同时提供低息资金增加研发管线。 ...

（责任编辑：刘静 HZ010） ETF方面，美股生物科技板块走高，汇添富基金纳指生物科技ETF、嘉实基金标普生物科技ETF分 别涨2.88%和2.66%。卫星互联网板块走强，华夏基金航空航天ETF、平安基金通用航空ETF基金分别涨 2.83%、2.71%。 A股三大指数高开低走，截至午盘，沪指跌0.34%，深成指跌0.59%，创业板指跌0.77%，北证50指 数跌0.12%，沪深京三市半日成交额10325亿元，较上日缩量2849亿元。全市场超3200只个股上涨。 板 块题材上，军工装备、商业航天板块活跃，锂、海南板块调整。 稀有金属板块继续走低，稀有金属ETF、稀有金属ETF基金分别跌3.86%、3.71%。AI硬件板块继续 回调，通信ETF跌3.14%。新能源板块走低，新能源汽车ETF跌2.9%。 【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 ...

Market Overview - The A-share market experienced a mixed performance with the Shanghai Composite Index down 0.04%, the Shenzhen Component Index down 0.32%, and the ChiNext Index up 0.12% as of midday trading [1] - The North China 50 Index fell by 1.52%, with total trading volume across the Shanghai and Shenzhen markets at 1,115.7 billion yuan, a decrease of 180.4 billion yuan from the previous day [1] - Over 4,500 stocks in the market declined [1] Sector Performance - Lithium mining stocks showed repeated activity, while military equipment, CPO, and oil sectors strengthened [1] - Conversely, sectors such as Hainan Free Trade Zone, photovoltaic, AI applications, innovative pharmaceuticals, and stablecoin themes saw declines [1] ETF Performance - The Nasdaq Biotechnology ETF led gains with a rise of 3.92%, while WTI December crude oil futures increased by 1.39% [1] - Both the Harvest Fund S&P Oil & Gas ETF and the Franklin Templeton S&P Oil & Gas ETF rose by 2% [1] - Gold prices rebounded, with the Yongying Fund Gold Stock ETF increasing by 1.78% [1] - Japanese stocks rose, with the Huaan Fund Nikkei 225 ETF up 1.7% [1] Declining Sectors - The innovative energy sector declined, with the Innovative Energy ETF down 2.83% [1] - The AI application sector also fell, with the Film and Television ETF, Cultural and Entertainment Media ETF, and Film ETF all decreasing by 2.8% [1]

Summary of Key Points Core Viewpoint - The article provides an overview of the trading activities in the Shanghai and Shenzhen stock markets, highlighting significant stock transactions, sector performances, and ETF trading volumes. Trading Activity - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 191.29 billion, with Industrial Fulian and CATL leading in individual stock trading volumes [1][2] - The top ten stocks by trading volume in the Shanghai Stock Connect included Industrial Fulian (13.52 billion) and Zijin Mining (11.87 billion), while CATL (28.74 billion) topped the Shenzhen Stock Connect [3][4] Sector Performance - The defense and military sector saw the highest net inflow of funds, amounting to 36.12 billion, with a net inflow rate of 5.42% [5][6] - Other sectors with notable net inflows included energy (14.27 billion) and banking (11.64 billion) [6] - Conversely, the electronics sector experienced the largest net outflow, totaling -91.70 billion, with a net outflow rate of -3.87% [7][8] ETF Trading - The Nasdaq Biotechnology ETF (513290) saw a remarkable trading volume increase of 374% compared to the previous trading day, making it the top performer in terms of volume growth [12][14] - The Hong Kong Securities ETF (513090) had the highest trading volume at 75.807 billion, followed by the Gold ETF (53.924 billion) [13] Institutional and Retail Activity - Institutional trading activity showed a decrease, with notable purchases in stocks like Daway Co. (1.9 billion) and Xuan Ya International (622.1 million) [15][16] - Retail investors were active in stocks like Guolian Aquatic Products, which hit a 20% limit up, attracting significant buying interest from top retail trading desks [18]

Market Performance - A-shares experienced a mixed performance with the Shanghai Composite Index down 0.04%, Shenzhen Component Index down 0.32%, and the ChiNext Index up 0.12% as of midday [1] - The Northbound 50 Index fell by 1.52%, and the total trading volume in the Shanghai and Shenzhen markets reached 1,115.7 billion yuan, a decrease of 180.4 billion yuan from the previous day [1] - Over 4,500 stocks in the market declined, indicating a broad market weakness [1] Sector Performance - Lithium mining stocks showed repeated activity, while military equipment, CPO, and oil sectors strengthened [1] - Conversely, sectors such as Hainan Free Trade Zone, photovoltaic, AI applications, innovative pharmaceuticals, and stablecoin themes experienced declines [1] - The technology innovation sector saw a downturn, with the Science and Technology Innovation New Energy ETF dropping by 2.83% [4] - The AI application sector also faced setbacks, with entertainment-related ETFs declining by 2.8% [4] ETF Performance - The Nasdaq Biotechnology ETF led gains with a rise of 3.92%, while WTI crude oil for December increased by 1.39% [3] - Both the Harvest Fund S&P Oil & Gas ETF and the Franklin Templeton S&P Oil & Gas ETF rose by 2% [3] - Gold prices rebounded, leading to a 1.78% increase in the fund's gold stock ETF [3] - Japanese stocks rose, with the Huaan Fund Nikkei 225 ETF gaining 1.7% [3]

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.24%, the Shenzhen Component Index down 1.07%, and the ChiNext Index down 1.58% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,702 billion yuan, an increase of 22 billion yuan compared to the previous day [1] - Over 4,000 stocks in the market experienced declines [1] Sector Performance - The oil and gas extraction and services, insurance, brain-computer interface, banking, and influenza sectors saw the largest gains [1] - Conversely, the photovoltaic equipment, cultivated diamonds, controllable nuclear fusion, phosphorus chemical, battery, military equipment, and photolithography concept stocks faced the most significant declines [1] ETF Performance - The innovative drug sector rebounded across the board, with the S&P Biotechnology ETF, Hong Kong Stock Connect Innovative Drug ETF, and NASDAQ Biotechnology ETF rising by 3.87%, 2.94%, and 2.86% respectively [1] - The Hong Kong Stock Connect medical ETFs, including the Fidelity and Huatai-PineBridge Innovative Drug ETFs, both increased by 2.75% [1] - The petrochemical sector also saw a rebound, with the Harvest Fund S&P Oil and Gas ETF rising by 1.95% [1] Photovoltaic Sector - The photovoltaic sector experienced a significant downturn, with the Kexin New Energy ETF, Photovoltaic ETF Index Fund, and Kexin Board New Energy ETF dropping by 5.91%, 5.82%, and 5.68% respectively [2] - The power grid sector followed suit, with the power grid equipment ETF declining by 3.11% and the power grid ETF down by 2.87% [2]

Core Viewpoint - The performance of various ETFs shows a mixed trend, with biotechnology ETFs experiencing gains while renewable energy ETFs face declines [1] Group 1: Biotechnology ETFs - The S&P Biotechnology ETF (159502) increased by 3.87% [1] - The Hong Kong Stock Connect Innovative Drug ETF (159217) rose by 2.94% [1] - The NASDAQ Biotechnology ETF (513290) saw a gain of 2.86% [1] Group 2: Renewable Energy ETFs - The Sci-Tech Innovation New Energy ETF (588830) decreased by 5.91% [1] - The Photovoltaic ETF Index Fund (159618) fell by 5.82% [1] - The Sci-Tech Innovation Board New Energy ETF (588960) dropped by 5.68% [1]

美股三大指数昨日涨跌互现，道琼斯工业平均指数涨超1%，创下收盘纪录新高。 受盘面影响，道琼斯ETF涨近3%，创上市新高。 | 代码 | 类型 名称 | | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | | 159502 | 跨 | 标普生物科技ETF T+0 | 1.209 | 0.047 | 4.04% | | 513400 | ଚ | 道琼斯ETF T+0 | 1.285 | 0.036 | 2.88% | | 513290 | 跨 | 纳指生物科技ETF T+0 | 1.476 | 0.041 | 2.86% | 有分析认为，华尔街押注美国历史上持续时间最长的政府停摆有望很快结束，并且投资者乐观预期官方 经济数据料为美联储利率路径提供更多线索。 此外，标普生物科技ETF涨超4%，纳指生物科技ETF涨超2%。 ...

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]

Group 1 - The core point of the news is that the Nasdaq Biotechnology ETF (513290) has seen a net financing inflow of 293.81 million yuan on November 5, 2025, with a total net inflow of 1,587.32 million yuan over the past three trading days [1][2][3] Group 2 - On November 5, 2025, the financing balance reached 3,818.84 million yuan, reflecting an increase of 8.34% compared to the previous day [2][3] - The financing net inflow for the previous trading days was 253.54 million yuan on November 4 and 1,039.97 million yuan on November 3, indicating a positive trend in investor sentiment [2][3] - The financing balance has shown fluctuations, with a decrease of 166.27 million yuan on October 31 and a significant drop of 794.73 million yuan on October 30, suggesting a shift in market dynamics [2][3]