ETF Midday Commentary | ChiNext Index rose sharply before retreating, closing down 0.67%; coal and gold led gains, with Coal ETF up 3% and Gold ETF up 2%

Gelonghui, August 6 | The Shanghai Composite Index rose 0.01% at midday, while the ChiNext Price Index fell 0.67% and the STAR 50 Index declined 0.16%. Total market turnover reached RMB 1.7651 trillion, up RMB 62.6 billion from the previous day, with more than 3,700 stocks declining across the market. AI applications, new energy vehicles, photovoltaics, lithium batteries, nuclear power, robotics, and ultra-high voltage concept stocks led the losses; semiconductors, industrial metals, stablecoins, PCBs, CPO, and commercial space themes were active. Among sector ETFs, coal, gold, semiconductors, energy, new materials, communications, and STAR Market Growth sectors gained strength, with related ETFs all closing higher in the midday session.

Gelonghui FinanceAug 6 11:42

ETF Market Recap | ChiNext Index Rebounds Slightly in the Afternoon, Closing Down 3.97%; AI Hardware Sector Continues to Decline, with STAR Market Semiconductor ETF and Communications ETF Falling by 8%

Gelonghui, July 30 — The Shanghai Composite Index fell 0.62% to close at 3,804.69 points, the Shenzhen Component Index dropped 2.73% to 13,285.80 points, and the ChiNext Price Index declined 3.97% to 3,244.62 points. Combined trading volume across the three markets reached RMB 2.3584 trillion, an increase of RMB 46.7 billion from the previous day. More than 3,600 stocks declined across the market. Semiconductor and computing hardware supply chains continued to adjust, with CPO, PCB, and server-related sectors posting sharp declines; robotics, smart healthcare, photovoltaics, commercial aerospace, and lithium battery themes weakened. Meanwhile, consumer staples and financials strengthened, led by gains in liquor and banking stocks. Value-style stocks, oil & gas, consumer goods, automobiles, and banking

Gelonghui FinanceJul 30 15:08

ETF Midday Commentary | CSI STAR 50 Index Drops Another 6%, AI Hardware Stocks Deeply Correct, Communications ETF Falls Over 9%

Gelonghui, July 30 — The Shanghai Composite Index fell 1.15% at midday, the ChiNext Price Index dropped 5.89%, and the STAR 50 Index declined 6.34%. Semiconductor and computing infrastructure hardware sectors experienced sharp corrections, with significant losses in CPO, PCB, and HBM segments; Zhongji Xuchuang fell more than 15%. Robotics, photovoltaics, commercial space, and innovative pharmaceuticals were among the worst-hit themes. In contrast, liquor, banking, and automotive sectors gained ground. Across the consumer sector, online-linked segments broadly advanced, led by liquor stocks; automobiles, cross-border education, and banks also posted modest gains. Sector-specific ETFs showed steady upward momentum: Liquor segment — Penghua Jiujia ETF rose 3.90%, leading the entire consumer sector.

Gelonghui FinanceJul 30 11:37

中国汽车告别安全及格线时代

Jul 29 18:01

ETF Market Recap | ChiNext Index fell 7.35%; AI hardware sector experienced a sharp correction, with Communication ETF and China-South Korea Semiconductor ETF hitting their daily trading limits.

Gelonghui, July 28 — Chinese A-shares declined across the board today. As of market close, the Shanghai Composite Index fell 1.16% to 3,813.31 points, the Shenzhen Component Index dropped 4.52% to 13,509.68 points, the ChiNext Price Index plunged 7.35% to 3,327.03 points, and the STAR 50 Index declined 6.33%. Total trading volume across the three markets reached RMB 2.0391 trillion, down RMB 49.5 billion from the previous trading day. More than 2,600 stocks advanced across the broader market. The semiconductor and computing hardware sectors underwent significant corrections, with CPO, memory, and PCB segments leading the losses. Shares of companies in rare metals, CRO, photovoltaics, lithium batteries, and commercial spaceflight also ranked among the worst performers. Banking and fintech

Gelonghui FinanceJul 28 15:09

ETF Midday Commentary | ChiNext Index falls over 5%; AI computing stocks hit hard, with Communication ETF, Growth ETF, and China-South Korea Semiconductor ETF down over 7%

Gelonghui, July 28 | As of midday trading, the Shanghai Composite Index fell 0.98%, the Shenzhen Component Index dropped 3.42%, the ChiNext Price Index plunged 5.37%, and the Beijing Stock Exchange 50 Index rose 0.55%. Combined trading volume across the three markets reached RMB 1.3365 trillion, down RMB 20.5 billion from the previous day. More than 2,500 listed stocks declined across the market. The computing power hardware industrial chain underwent a broad correction, with CPO, PCB, and memory segments leading the losses. Shares related to rare metals, photovoltaics, lithium batteries, and fluorochemicals also ranked among the worst performers. In contrast, fintech, liquor, brain-computer interface, and short-form drama gaming themes posted gains. Today, sectors including liquor, food and beverage (across all categories), broad-based consumer goods, home appliances, media, and automobiles...

Gelonghui FinanceJul 28 11:42