现在的问题是，这些规模最终能存的住么，持仓的这些投资者能赚到钱么？这是需要回答的问题，还有就是监管对这些现象意识到问题了没 有，很多时候市场不理性的时候，我们要学会看到问题，这样才能更好的保护自己。 结论很简单，对于热门的赛道ETF投资的时候悠着点，一定要控制好比例，千万别抱着发财的梦想。 免责声明：文中内容仅供参考，不构成任何操作建议或提示，股市有风险，投资请谨慎！ 商业航天昨天出现了重挫，相关的ETF跌幅在5%左右，当然这个跌幅并不算大，有比这更夸张的，有些航天航空相关的ETF单日跌幅在9%， 而还有刚刚起来的AI应用方面，比如说个别的科创创业人工智能ETF单日下跌超过11%。 看到这样的波动，不知道大家作何感想？似乎也在警告我们，最近主题赛道似乎有点过热了，我看到有人对过往时间的主题赛道的涨幅和表 现做了一个统计，可能唯一一个表现时间长、涨幅明显的就是商业航天了，大多数主题赛道的表现都很一般，这样说其实已经很客气了，简 单说几乎都是从哪里起来的又回到了那里，表现的时间周期很短，等你刚刚明白过来的时候，结果短期就见顶了。 | 名称 | 现价 - | 涨跌幅 | 估算规模(亿元) | 跟踪指数名称 | | ...

Group 1 - The ETF market showed mixed performance on January 13, with the Electric Grid ETF (561380) leading gains at 7.37% [1][2] - The Hong Kong Medical ETF (159137) increased by 3.44%, while the Oil and Gas Resources ETF (563150) rose by 2.84% [1][2] - The Technology Innovation and Entrepreneurship AI ETF (588420) experienced the largest decline at -11.42%, followed by the Aerospace ETF (159267) at -9.36% and the Aerospace and Aviation ETF (563380) at -9.17% [1][2] Group 2 - The Electric Grid ETF (561380) closed at 1.909, reflecting a significant increase [2] - The Hong Kong Medical ETF (159137) reached a closing price of 1.083, indicating positive market sentiment [2] - The Technology Innovation and Entrepreneurship AI ETF (588420) closed at 1.133, marking a notable drop in value [2]

Group 1 - Aerospace and aviation concept stocks experienced significant declines in early trading, with Aerospace Electronics down over 8%, AVIC High-Tech down over 6%, and AVIC Heavy Machinery down over 5% [1] - Several aerospace-related ETFs also fell by more than 8%, reflecting the overall market trend [1] Group 2 - Specific ETFs reported the following price changes: Aerospace ETF (1.327, -8.67%), High-end Equipment ETF (1.222, -8.46%), Aerospace Aviation ETF (1.585, -8.28%), and others showing similar declines [2] - Analysts believe that recent improvements in top-level design and new policy support in the commercial aerospace sector have clarified the development blueprint for the industry, enhancing market confidence in its long-term growth [2] - With decreasing launch costs and increased in-orbit computing power, the future of space computing is expected to create a "more launches, more savings" scenario, potentially leading to a transformative industrial change with scalable commercial value [2]

Group 1 - On December 29, the A-share market experienced a slight adjustment with a total trading volume exceeding 2 trillion yuan, while the Shanghai Composite Index rose by 0.04%, marking its ninth consecutive day of gains [1] - The overall stock ETF market saw a net outflow of over 13 billion yuan, with significant inflows into sectors such as non-ferrous metals, satellite industry, and steel [1][4] - The A500 ETF from Huatai-PineBridge had the highest trading volume on that day, reaching 13.798 billion yuan, followed by other A500 ETFs [2][4] Group 2 - The aerospace sector led the stock ETF performance, with the top three ETFs in terms of daily gains being from this sector, showing increases of over 5% [2][3] - The total scale of all stock ETFs reached 4.76 trillion yuan, with a trading volume of 218.68 billion yuan on December 29, an increase of 28 billion yuan from the previous trading day [2][4] - Notably, 27 stock ETFs saw net inflows exceeding 1 billion yuan, with the non-ferrous metals ETF, Hong Kong Stock Connect non-bank ETF, and A500 ETF leading the inflows [4][6] Group 3 - The net outflow from the broad-based ETFs was significant, with a total of 104.79 billion yuan, while bond ETFs and Hong Kong market ETFs saw net inflows of 94.41 billion yuan and 8.5 billion yuan, respectively [4][5] - The A500 index experienced a net outflow of 29.05 billion yuan, while the net inflow for the A500 index over the past five days exceeded 32 billion yuan [5][7] - The top three ETFs with the highest net inflows included the non-ferrous metals ETF, Hong Kong Stock Connect non-bank ETF, and A500 ETF, with respective inflows of 12.65 billion yuan, 7.78 billion yuan, and 5.61 billion yuan [6][8]

Core Viewpoint - The ETF market opened with mixed performance on December 30, with notable gains in some ETFs and significant losses in others [1] Group 1: ETF Performance - The Shen Value ETF (159913) led the gains with an increase of 3.19% [1] - The Zhangjiang ETF (517850) rose by 1.44% [1] - The 300 Growth ETF (159656) saw an increase of 1.24% [1] - The Hang Seng Index Hong Kong Stock Connect ETF (159312) experienced the largest decline, dropping by 5.85% [1] - The Aerospace ETF (159267) fell by 4.14% [1] - The Non-ferrous Metals ETF Fund (516650) decreased by 3.9% [1]

Market Overview - The three major A-share indices collectively declined, with the Shanghai Composite Index down 0.43%, the Shenzhen Component Index down 0.35%, and the ChiNext Index down 0.80% [1] - The North China 50 Index increased by 0.57% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 12,782 billion yuan, an increase of 314 billion yuan compared to the previous day [1] - Over 2,300 stocks in the market experienced gains [1] Sector Performance - The military, energy metals, and Hainan sectors showed gains, while precious metals and photovoltaic sectors underwent adjustments [1] - In the ETF market, the rare metals sector rose, with both the Harvest Fund Rare Metals ETF and the GF Fund Rare Metals ETF increasing by 3% [1] - Military stocks continued their upward trend from last Friday, with the Huaan Fund Aerospace ETF and the Huaxia Fund Aerospace ETF rising by 2.2% and 1.97%, respectively [1] - The software sector strengthened, with the Huaan Fund Software ETF and the E Fund Software ETF both increasing by 2% [1] ETF Performance - The Nikkei 225 ETF, which had the highest premium rate, fell by 3%, with the latest premium/discount rate at 6.24% [1] - Gold stocks experienced a broad decline, with the Gold Stock ETF and Gold Stocks ETF dropping by 2.8% and 2.53%, respectively [1] - The pharmaceutical sector weakened, with the Kexin Innovative Drug ETF from Guotai and the Kexin Innovative Drug ETF from Huitianfu decreasing by 2.7% and 2.46%, respectively [1]

Group 1 - The ETF market showed mixed performance on September 3, with the energy storage battery ETFs experiencing gains while aerospace ETFs faced declines [1] - The energy storage battery ETF (159566) increased by 2.99%, and the S&P Biotechnology ETF (159502) rose by 2.84% [1] - The energy storage battery ETF from GF (159305) saw a rise of 2.50%, indicating strong interest in this sector [1] Group 2 - Aerospace ETFs had a negative performance, with the aerospace ETF (159208) dropping by 5.92%, and Tianhong's aerospace ETF (159241) declining by 5.36% [1] - The aerospace ETF (159267) also fell by 5.21%, reflecting a broader trend of weakness in the aerospace sector [1]

Group 1 - Aerospace and defense stocks have declined, with Zhongbing Hongjian down over 4%, Aerospace Electronics down over 3%, and China Satellite down over 2% [1] - The ETFs tracking the national aerospace and defense industry index have also dropped approximately 1.5% [1] Group 2 - Specific ETFs related to aerospace and defense show the following price changes: Aerospace ETF (159267) at 1.022, down 1.73%; Aerospace ETF (159227) at 1.194, down 1.57%; Aerospace ETF (159208) at 1.217, down 1.54%; Aerospace ETF Tianhong (159241) at 1.209, down 1.47% [2] - Analysts suggest that by 2025, new markets from military trade and military technology conversion may offer greater flexibility, with Chinese military enterprises showing technological advantages in drones and fighter jets, making the aerospace sector a core beneficiary [2] - Future investments in the military sector should focus more on seizing "air supremacy" [2]

Group 1 - Aerospace concept stocks have risen, with Aerospace Electronics hitting the daily limit, and Zhongbing Hongjian and China Satellite increasing by over 2% [1] - The ETF tracking the national aerospace and aviation industry index has increased by over 2% [1] - Analysts believe that China's military enterprises have demonstrated technological advantages in areas such as drones and fighter jets, becoming a major growth driver in military trade [2] Group 2 - The aerospace and military industry is expected to be a core beneficiary as the performance of military sectors shows significant signs of bottoming out [2] - Demand across various fields has gradually improved since the beginning of the year, and it is anticipated that with the implementation and delivery of orders, performance is likely to recover quarter by quarter [2]