$GX CN SEMICON(03191.HK) rose two points, $Krne Csi China Internet(KWEB.US) rose a bit more than a point, $Global X Copper Miners(COPX.US) was flat and didn't move, $VanEck Gold Miners ETF(GDX.US) fell a bit more than a point, $EFUND GOLD MI ETF(02824.HK) fell more than two points. These few sector ETFs diverged into several lines today — $GX CN SEMICON(03191.HK) and $Krne Csi China Internet(KWEB.US) were rising, corresponding to A-share / Hong Kong stock AI + internet valuation repair; copper and gold miners were falling, corresponding to a retreat in sentiment premiums for commodity miners. The fund flows of the five ETFs today expressed a "long tech / short resources" sector rebalancing, completely consistent with VIX falling to 17 + the soft landing narrative.