ETF Market Review | U.S. equity ETFs dominate the gainers list, with Nasdaq Technology ETF and Nasdaq ETF rising 5.28% and 4.05%, respectively.

Gelonghui, November 20th | The A-share market opened higher but closed lower, with the three major indices collectively declining. By the close, the Shanghai Composite Index fell by 0.4%, and the ChiNext Index dropped by 1.12%. The total trading volume of the Shanghai, Shenzhen, and Beijing markets for the day reached RMB 1.7226 trillion, a decrease of RMB 20 billion compared to the previous day. Over 3,850 stocks across the entire market ended lower. Sectors such as lithium battery electrolytes, photovoltaics, aquaculture, e-commerce, initial public offerings (IPOs), and NVIDIA-related themes retreated collectively. Coal, oil, retail, and defense sectors led the declines. Lithium mining, banking, and real estate sectors bucked the trend and strengthened. In terms of ETFs, the three major U.S. indexes closed higher overnight, with U.S.-focused ETFs dominating the gainers' list. The Invesco Nasdaq Technology ETF managed by Invesco Great Wall Fund and Huaxia...

Gelonghui FinanceNov 20 15:12

ETF Midday Review | AI Application Themes Buck the Trend, Media ETF Rises Over 2%

Gelonghui, November 18th | The three major A-share indices collectively closed lower. As of the midday closing, the Shanghai Composite Index fell by 0.56%, the Shenzhen Component Index dropped by 0.43%, and the ChiNext Index declined by 0.43%. The half-day trading volume of the Shanghai, Shenzhen, and Beijing markets amounted to 1.2962 trillion yuan, an increase of 17.9 billion yuan compared to the previous day. Over 1,300 stocks in the entire market rose. In terms of sector performance, the AI application sector gained strength, with DouBao by TikTok and ChatGPT-related areas leading the gains. The semiconductor materials and equipment sectors also performed strongly. Meanwhile, the lithium battery industry chain underwent a deep correction, with solid-state batteries and electrolyte segments leading the declines. The coal and chemical sectors also saw adjustments. In the ETF space, the semiconductor materials and equipment sectors strengthened, with semiconductors...

Gelonghui FinanceNov 18 11:46

A Comprehensive Overview of the Core Directions of the 15th Five-Year Plan and Related ETFs!

Historic transformation

Gelonghui FinanceOct 30 17:42

A-shares Reclaim the 4,000-point Level! Breakthroughs in the Semiconductor Sector Continue, with the STAR Tech Semiconductor ETF Eyeing a Sixth Consecutive Gain; Institutions Positive on Storage Entering a New Upswing Cycle

Gelonghui October 28th | The A-share market surpassed the 4,000-point mark for the second time today during trading, currently at 4,002.21 points. The semiconductor sector continued its upward trend, with Aisen Co. rising over 12%, Huafeng Test & Control and Shengu Gong Co. climbing more than 6%, driving the STAR Semiconductor ETF up over 1%, aiming for a sixth consecutive day of gains. Key developments include: ① Following a major breakthrough in China’s photoresist technology, Quartz Co.'s semiconductor quartz materials have passed certification by leading domestic wafer manufacturers, marking a new milestone in breaking foreign monopolies in semiconductor materials. ② On October 27th, SK Hynix showcased its next-generation NAND storage products specifically designed for the artificial intelligence industry.

Gelonghui FinanceOct 28 11:09

ETF Midday Review | A-share trading volume surges, nearing the 4,000-point mark! AI hardware leads gains, with Communication ETF and 5G Communication ETF rising 4%.

Gelonghui, October 27 | The three major indices of China's A-share market collectively rose in the morning session. By midday, the Shanghai Composite Index was up 1.04% at 3991.35 points, continuing to hit a near-decade high and approaching the 4000-point mark. The Shenzhen Component Index rose 1.26%, the ChiNext Index climbed 1.54%, and the Beijing Stock Exchange 50 Index edged up 0.05%. The trading volume of the Shanghai, Shenzhen, and Beijing markets reached RMB 1.576 trillion in the half-day session, an increase of RMB 336.7 billion from the previous day. More than 3,700 stocks across the market were on the rise. In terms of sector performance, steel, minor metals, pork, controlled nuclear fusion, Fujian-related, and memory chip sectors led gains, while wind power equipment, gaming, Shenzhen-related, and state-owned cloud computing sectors posted notable declines.

Gelonghui FinanceOct 27 11:46

New breakthrough in photoresist technology! Semiconductor Materials ETF surges 3%, analysts say a meaningful rally in A-shares still hinges on tech!

Gelonghui October 27 | Today, sectors such as photoresist, memory chips, and computing hardware led gains. The Shanghai Composite Index rose by 0.8% to close at 3981 points, nearing the 4000-point mark. The Semiconductor Materials ETF and STAR Market Semiconductor ETF increased by 3.22% and 2.21%, respectively. Key developments include: ① Sino-US economic and trade consultations in Kuala Lumpur: A preliminary consensus was reached on resolving multiple significant trade and economic issues. This news enhanced market risk appetite. ② Breakthroughs were achieved in the field of photoresist, with the development of an industrial solution capable of significantly reducing photolithography defects. ③ Following Taiwan Semiconductor (TSMC), Cambricon, and Hygon’s strong Q3 performances, Wingtech Technology also demonstrated robust results in the semiconductor industry for Q3.

Gelonghui FinanceOct 27 10:03