--- title: "[Data Watch] Multiple funds are fiercely competing for semiconductor material popular stocks, with foreign capital teaming up with quantitative strategies to scoop up ZY-Tungsten" type: "News" locale: "en" url: "https://longbridge.com/en/news/289459964.md" description: "Today, the non-ferrous metal sector saw the highest net inflow of main funds, with the trading volume of rare metals ETFs increasing by 130% month-on-month. The semiconductor materials concept surged against the trend, with KFMI hitting the 20% daily limit, and stocks like ACETRON and ZY-Tungsten being aggressively bought by institutions and retail investors. The four major futures index contracts saw both long and short positions reduced. Overall, funds are fiercely competing in the non-ferrous and semiconductor sectors, while the communication sector is facing significant outflow pressure" datetime: "2026-06-11T09:25:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/289459964.md) - [en](https://longbridge.com/en/news/289459964.md) - [zh-HK](https://longbridge.com/zh-HK/news/289459964.md) --- # [Data Watch] Multiple funds are fiercely competing for semiconductor material popular stocks, with foreign capital teaming up with quantitative strategies to scoop up ZY-Tungsten In terms of major capital flows in sectors, the non-ferrous metals sector leads in net inflow of main capital. In terms of ETF trading, the rare metals ETF from GF (159608) saw a 130% increase in trading volume compared to the previous period. On the leaderboard, the semiconductor materials concept surged against the trend today, with Jiangfeng Electronics hitting the 20% daily limit up, receiving purchases of 194 million from two institutions, while Guotai Junan Securities bought 158 million on Wuhan Ziyang East Road, facing a sell-off of 121 million from one institution; ACETRON received purchases of 168 million from two institutions, while the Xi'an Taihua Road branch of Kaiyuan Securities bought 77 million. ZY-Tungsten strongly hit the daily limit up, receiving purchases of 104 million from the Xi'an Taihua Road branch of Kaiyuan Securities, while Shenzhen Stock Connect bought 75 million. **I. Major Capital Flows in Sector Stocks** From the sector performance, non-ferrous metals, semiconductors, and chemicals are among the top gainers, while film and television, and AI applications are among the top losers. ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OoWC_Vq8V_1wQpQ6u1MJquJnWVGQ781xCtN_OuUdjMTKcAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) From the monitoring data of main capital flows in sectors, the non-ferrous metals sector leads in net inflow of main capital. In terms of capital outflows, the communication sector leads in net outflow of main capital. ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OkFcirlqX2OMowwMrFEz79AFmxu-r8gm5t2WGTjKaJ210AA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) From the monitoring data of individual stock main capital flows, the top ten stocks with net inflow of main capital are relatively diversified, with Yunnan Geology leading in net inflow. The top ten stocks with net outflow of main capital are mainly in the computing hardware direction, with New Yisheng leading in net outflow. **II. ETF Trading** ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OG7c9TVL9mG8sMsyxijsJMc0VI6xtIFJG2kIArR42vHx8AA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Among the top ten ETFs by trading volume, the communication ETF from Guotai (515880) ranks first, while the ChiNext ETF from E Fund (159915) ranks second. ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OHSrqFDsiPZjNz7dyK7sSoFDAJQrWjdcix5AJghhlPGI0AA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) In terms of ETFs with the highest growth in trading volume compared to the previous period, the rare metals ETF from GF (159608) ranks first with a 130% increase; the Asia-Pacific Select ETF from Southern (159687) ranks second with a 126% increase. **III. Futures Index Positions** ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/O2Ht6sOBERH3kZEAH4PMcxTX0OvXhXPH3p5RorP_6TlfgAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) The four major futures contracts saw both long and short positions decrease, with the IH and IM contracts experiencing a larger reduction in long positions. **IV. Dragon and Tiger List** **1\. Institutions** ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OouKENlcdoEOSoW549dGcctxTnxkwqNTIr8DhENGt-WTAAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Today, the activity level of institutions on the Dragon and Tiger List has increased. The semiconductor materials concept surged against the trend, with Jiangfeng Electronics hitting the 20% daily limit, resulting in a sale of 121 million by an institution; Astone received purchases of 168 million from two institutions. **2\. Speculative Funds** ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/O7kAekGbfkOdZU3X2XDi7y53RwYxojql4lExoi0e-_1tcAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) The activity level of first-tier speculative funds has slightly increased, with semiconductor materials concept stock Jiangfeng Electronics receiving purchases of 158 million from Guotai Junan Securities Wuhan Ziyang East Road. ![Image](https://imageproxy.pbkrs.com/https://inews.gtimg.com/om_bt/OGcBW50J6oCj5S6WgGj1tXzxG_BLsvTchPnSH8tkWCn6oAA/641?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) Quantitative funds are quite active, with ZY-Tungsten strongly hitting the daily limit, receiving purchases of 104 million from Kaiyuan Securities Xi'an Taihua Road branch, while the Shenzhen Stock Connect bought 75 million. Astone received purchases of 77 million from this branch. 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