ETF Review: ChiNext Rises 3.4%, AI Hardware Rebounds, Robot ETFs Gain 5%
ETF closing data showed a tech-led rebound across major themes. The ChiNext Index rose 3.4%, AI hardware staged a strong counterattack, and the China-Korea Semiconductor ETF jumped 8%, with turnover exceeding 20 billion yuan. Robot ETF, Communications ETF and ChiNext Growth ETF each gained 5%, underscoring renewed interest in automation and growth exposure.
Sector gains were led by humanoid robots, auto parts, CRO, media, home appliances and defense. Banks, coal and other dividend assets recovered in the afternoon, broadening the market's advance beyond technology. The session pointed to a dual pattern: investors chased AI hardware and robotics themes while also finding support in defensive dividend names later in the day. The broader tape remained constructive as growth and defensive pockets advanced in sequence. No single sector dominated the entire session; trading interest stayed focused on technology themes.