Hello friends, the weekly ETF review is here again. The key points of this review are summarized as follows: 1. The share of stock ETFs has increased slightly, and semiconductor chips have attracted more attention. 2. The market generally fell, but the concept of education bucked

Hello friends, the weekly ETF review is here again. The key points of this review are summarized as follows:

1, stock type ETF share increased slightly, semiconductor chip has attracted more attention.

2. The market generally fell, but the concept of education bucked the trend and strengthened, rising nearly 15% in a single week.

3. The traditional Chinese medicine sector has fallen back from its highs. Is the "medicine" market coming to an end?

4. The transaction volume has fallen sharply, and capital risk aversion has increased.

5. The growth track has become more popular, and China Science and Technology Innovation 50 ETF has ranked first in attracting gold for three consecutive weeks.

For more details, please read below.

ETF Weekly Observation (12.18-12.25)

1.ETF shares have an overall net inflow, and the growth rate of non-goods ETF share inflows is 0.09%.

Judging from the share growth last week, the non-stock share of the ETF market increased slightly. , the main reason is that the market trend last week was relatively weak, showing a general decline, and capital sentiment was not particularly high.

2. Popular concept ETF

Judging from the changes in the share of popular concept ETFs, funds have been switching between high and low. Consumption and medicine, which have performed relatively well recently, have funds to take profits and are fleeing seriously, especially the concept of traditional Chinese medicine in medicine. On the contrary, the information sector that performed poorly last week has a larger amount of funds for bottom hunting . Especially in the semiconductor chip sector, energy conservation will usher in the oversold rebound of and . Everyone can focus on this.

3. Newly established ETF

Four ETFs were established last week, mainly in the growth track. A total of 13.134 billion yuan was raised, and the popularity has rebounded significantly. The two products that

raised a large amount of money are related ETFs tracking the GEM 50. The GEM 50 Index selects 50 leading stocks in the GEM , with a high degree of weight concentration. The top ten heavyweight stocks account for 60% of the index, and the top five heavyweight stocks account for 41% of the index. At present, the Huaan GEM 50 is the largest (over 10 billion), and the two newly launched funds have no obvious advantage as a latecomer.

ICBC Credit Suisse National Securities Semiconductor Chip ETF tracks the National Securities Chip Index. There are 30 constituent stocks in the index. Currently, the top five constituent stocks in the index are Ziguang Guowei html. 3. SMIC, Vail, GigaDevice , Northern Huachuang are leading companies in the whole industry chain of motherboards and Science and Technology Innovation Board chips, and their long-term growth is relatively obvious. At present, China Asset Management’s chip ETF (159995) is the largest among all tracking products (nearly 20 billion) and has obvious advantages. On-site investors who want to buy the bottom can focus on it.

The difference between Huaan CSI 300 Enhanced Strategy ETF and index enhanced OTC funds is: first, it has broken through 95% of the positions of existing index enhanced funds. It is limited by and is expected to further improve the flexibility of fund income; secondly, fund fees are set with reference to ETFs, which are lower than ordinary index-enhanced funds; thirdly, the operation combines the physical redemption and secondary market trading functions of ETFs.

ETF weekly increase list (12.18-12.25)

Judging from the increase list, the market continued to weaken last week, and education ETF bucked the trend and led the gains.

Ranked first is the Boshi Global China Education ETF, with an increase of 14.93%. Recently the relevant departments The Ministry of Finance issued the "Opinions on Deepening the Construction and Reform of the Modern Vocational Education System", which injected more "firepower" into the oversold rebound. However, considering the capital capacity, speculation is still the main focus in the short term, and we should not get involved too deeply.

The second and third ranked funds both track the CSI Hong Kong Stock Connect Consumer Theme Index, which selects 50 consumer theme-related stocks with good liquidity and large market capitalization within the scope of the Hong Kong Stock Connect to form index samples. 's recent consumption recovery has coupled with the gradual recovery of Hong Kong stock liquidity, and the sector has been relatively active. Take the China Hong Kong Stock Consumer ETF (513230) as an example, which has increased by nearly 20% in the past month.

Ranked seventh is ChinaAMC Hang Seng Internet ETF (513330). This fund is the only ETF tracking the Hang Seng Internet Technology Industry Index, with a scale of more than 20 billion and high investor recognition. Recently, due to the effective promotion of the normalized cooperation mechanism for audit supervision between China and the United States, the suppression factors of Chinese concept stocks have been further weakened. You can pay attention to it.

ETF one-week decline list (12.18-12.25)

Judging from the decline list, traditional Chinese medicine and semiconductors are divided into two parts. Traditional Chinese medicine is at a high level and is falling, while semiconductors are fluctuating at a low level.

Ranked first was China Merchants CSI Zhejiang 100 ETF, which fell by 13.02%. The change in the net value of the fund was mainly due to the small size and trend distortion caused by intraday trading behavior.

The second to fourth ranked ETFs are all related to traditional Chinese medicine. This sector has recently experienced a relatively strong market amid the gradual liberalization and the increase in the number of infections. However, as the "drug hoarding" effect weakens, the entire sector has begun to fall back from a high level. This is also the risk we have been reminding you of recently.

In addition, the situation is not too bad for the semiconductor sector, which accounts for nearly half of the decline list. This sector is currently at the end of the adjustment. First of all, the negative news is gradually exhausted. Secondly, this sector has not yet started, and everyone can gradually start to make arrangements.

ETF weekly trading volume list (12.18-12.25)

Last week’s trading volume fell sharply, the market performance was sluggish, and fixed-income products with higher stability were more popular.

The number one ranking is still HFT CSI short-term ETF, with a turnover of 52.918 billion. Due to its certain scarce attributes (low rate , flexibility, stability), it has ranked first for 17 consecutive weeks.

Ranking second is the Huaan ChinaBond 1-5 Year China Development Bank Bond ETF. This fund focuses on China Development Bank bonds known as "quasi-treasury bonds". This type of bond is one of the policy financial bonds issued by the China Development Bank and guaranteed by the central government. It has the advantages of high credit rating, large volume, and good liquidity.

ranked third is Huatai-Berry Shanghai-Shenzhen 300 ETF. The market is in trouble this week, the value style is dominant, and funds are embracing core assets to a high degree.

Ranked fourth is ChinaAMC Hang Seng Technology Index ETF (513180). This fund is the largest among all Hang Seng Technology Index ETFs (nearly 18 billion). Naturally, it is also the most actively traded. Coupled with the recent rebound in the popularity of Hong Kong stocks, it has received more financial attention and amplified trading volume.

ETF weekly share growth list (12.18-12.25)

still ranks first in China Xia Kechuang 50 ETF (588000), this fund is the largest among all related ETFs (nearly 50 billion). This fund is mainly concentrated in new energy, semiconductor, pharmaceutical and other industries, and mainly focuses on leading companies. It is a well-known "artifact" for rebounding, and has a lot of funds for bargain hunting.

Ranked second is Huaan Nasdaq 100 ETF. The performance of U.S. stocks has been relatively weak recently. Some investors believe that as expectations for interest rate hikes weaken, U.S. stocks will gradually return to the upward channel, with a strong bargaining sentiment. However, the external market is a bit complicated. At present, the United States is not only a problem of inflation, but also has the risk of a gradual economic recession. We can rebound, but there are many uncertainties, so it is not advisable to participate too much.

and above are one-week ETF market observations. If you have a form you need to add or data you want to see, please leave a message in the comment area and let us know . We will continue to improve and provide you with a more comprehensive ETF market observation.

Risk warning: Fund investment is risky, so investment needs to be cautious. Any opinions, analyzes and predictions in this article are for reference only and do not constitute any form of investment advice to readers.