No Data
There are already five leveraged ETFs that have doubled in value. Who are the beneficiaries, and who will emerge as the consistent winner?
① Following the update on December 9, the number of ETFs in the market with net value returns exceeding 100% year-to-date has increased to five; ② This is not the first occurrence of a doubling fund within the year, as communication and artificial intelligence themed ETFs have once again gathered momentum. Will they lead the gains in 2025?
A Comprehensive Overview of the Core Directions of the 15th Five-Year Plan and Related ETFs!
Historic transformation
ETF Market Review | The software sector led the declines, with the Software Index ETF and the Information Technology Innovation ETF both falling by 3%.
Gelonghui, August 8th | The three major A-share indices collectively closed lower. At the close of trading, the Shanghai Composite Index fell by 0.12%, the Shenzhen Component Index fell by 0.26%, and the GEM Index fell by 0.38%. The Beijing Stock Exchange 50 Index declined by 1.22%. The total trading volume in the Shanghai, Shenzhen, and Beijing markets was RMB 1736.3 billion, a decrease of RMB 116.2 billion from the previous day. Over 2,400 stocks across the two markets rose. AI applications, semiconductors, PEEK materials, and Robotics Concept stocks retreated, while Xinjiang revitalization, super hydropower stations, western mega-infrastructure, photovoltaics, lithium mines, innovative drugs, and stablecoin themes were active. The ERP Concept and Huawei Euler Sectors adjusted. In terms of ETFs, the building materials and infrastructure Sectors saw gains in the afternoon.
Midday ETF Review | Japanese stocks show strong gains, with the ChinaAMC Nomura N225 ETF(QDII) and E Fund Nikkei 225 ETF rising more than 2%
Gelonghui, August 8th | The three major A-share indices collectively closed higher. As of the midday close, the Shanghai Composite Index rose by 0.07%, the Shenzhen Component Index increased by 0.14%, and the GEM Index gained 0.21%. The BESE 50 Index fell by 0.30%. The half-day trading volume for the Shanghai, Shenzhen, and Beijing markets was 1.0933 trillion yuan, a decrease of 112.9 billion yuan from the previous day. Over 2,200 stocks in the All Market were up. In terms of sectors, the Construction Machinery, Wind Power Equipment, and Gas Sectors performed well, while the ERP Concept and Huawei EulerOS Sectors saw adjustments. In ETFs, the Construction Machinery Sector led the gains, with the Dacheng Funds Construction Machinery ETF and the GF Funds Construction Machinery ETF rising by 2.15% and 2%, respectively.
ETF Review | AI hardware ETFs surged and then pulled back, cross-border ETFs rallied in the afternoon, Nasdaq Technology ETF rose more than 2%, CSI Cons Stap ETF fell over 7% in the closing minutes.
Gelonghui, July 31st | The SSE Composite Index closed down 1.18%, the Shenzhen Component Index fell 1.73%, and the GEM Index dropped 1.66%. The indices had risen by more than 1% in early trading. Cyclical stocks followed the futures market with a broad sell-off, while insurance and real estate stocks saw significant declines. NVIDIA shares fell in the afternoon following news of a regulatory talk affecting the AI hardware sector; pharmaceutical stocks, however, showed strength, with defense and brain-computer interface concept stocks gaining momentum towards the end of the session. In the ETF space, cross-border ETFs dominated the gainers list in the afternoon, with Invesco's Nasdaq Technology ETF, Huitianfu Funds' US 50 ETF, and E Fund's US 50 ETF rising 2.38%, 2.17%, and 2.02%, respectively. Domestic
Last week, there was a net outflow of 16.6 billion yuan from Stocks ETFs, while Bonds ETFs continued to attract 14.4 billion yuan, and the Xinchuang ETF faced over 3 billion yuan in fund sell-offs.
Last week, the entire ETF market experienced a net outflow of 1.216 billion yuan, among which the net outflow of Stocks ETFs was 16.627 billion yuan, while Bonds ETFs continued to strongly "absorb funds," with a net inflow of 14.494 billion yuan.