Shanghai-Shenzhen Stock Connect ETFs Daily Report: Semiconductor equipment and livestock farming lead gains! Artificial intelligence and communication broadly pull back, sector rotation accelerates - 20260810

NewTimeSpace · 2026/08/10 16:12 · By Zeyu Wu
On 10 August 2026, the semiconductor equipment and livestock farming directions of Shanghai-Shenzhen Stock Connect ETFs led the gains. GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) rose 3.77% and Guotai CSI Animal Husbandry ETF (159865.SZ) rose 3.58%; E Fund Artificial Intelligence ETF (159819.SZ) fell 2.79%, with communication and consumer electronics ETFs broadly pulling back. NewTimeSpace monitoring showed an evident rotation pattern of semiconductor and livestock farming strengthening while AI and communication came under pressure.

NewTimeSpace News: On 10 August 2026, the Shanghai-Shenzhen Stock Connect ETFs market saw semiconductor equipment, livestock farming and gold stock directions strengthen against the trend, while technology sectors including artificial intelligence, communication, consumer electronics and STAR AI broadly pulled back, with the pace of sector rotation accelerating.

Semiconductor equipment and livestock farming themes performed relatively strongly on the day. GF CSI Semiconductor Material Equipment Theme ETF (560780.SH) rose 3.77%, leading the gains; Guotai CSI Animal Husbandry ETF (159865.SZ) rose 3.58%; ChinaAMC CSI Semiconductor Material Equipment Theme ETF (562590.SH) rose 3.45%; E Fund CSI Semiconductor Material Equipment Theme ETF (159558.SZ) rose 3.37%; ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF (588170.SH) rose 3.35%; Penghua CSI Animal Husbandry ETF (159867.SZ) rose 3.33%; Guotai CSI Semiconductor Material Equipment Theme ETF (159516.SZ) rose 3.25%; and China Merchants CSI Animal Husbandry ETF (516670.SH) rose 3.19%.

The gold stock direction also strengthened in tandem: ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (159562.SZ) rose 3.10% and Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF (517520.SH) rose 2.89%. Overall, the semiconductor equipment, livestock farming and gold stock directions formed a degree of sector linkage, with all top ten gainers rising more than 2.8%.

Shanghai-Shenzhen Stock Connect ETF Top 10 Gainers

Rank

Code

Name

Change (%)

Tracking Index

Manager

1

560780.SH

GF CSI Semiconductor Material Equipment Theme ETF

3.77

CSI Semiconductor Material Equipment Theme Index

GF Fund Management

2

159865.SZ

Guotai CSI Animal Husbandry ETF

3.58

CSI Animal Husbandry Index

Guotai Asset Management

3

562590.SH

ChinaAMC CSI Semiconductor Material Equipment Theme ETF

3.45

CSI Semiconductor Material Equipment Theme Index

China Asset Management

4

159558.SZ

E Fund CSI Semiconductor Material Equipment Theme ETF

3.37

CSI Semiconductor Material Equipment Theme Index

E Fund Management

5

588170.SH

ChinaAMC China Science And Technology Innovation Board Semiconductor Material Equipment Theme ETF

3.35

SSE STAR Semiconductor Material Equipment Theme Index

China Asset Management

6

159867.SZ

Penghua CSI Animal Husbandry ETF

3.33

CSI Animal Husbandry Index

Penghua Fund Management

7

159516.SZ

Guotai CSI Semiconductor Material Equipment Theme ETF

3.25

CSI Semiconductor Material Equipment Theme Index

Guotai Asset Management

8

516670.SH

China Merchants CSI Animal Husbandry ETF

3.19

CSI Animal Husbandry Index

China Merchants Fund Management

9

159562.SZ

ChinaAMC CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF

3.10

CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index

China Asset Management

10

517520.SH

Maxwealth CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity ETF

2.89

CSI Shanghai-Shenzhen-Hong Kong Gold Industry Commodity Index

Maxwealth Fund Management

Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onAugust 10, 2026

On the downside, artificial intelligence and communication sectors led the declines. E Fund Artificial Intelligence ETF (159819.SZ) fell 2.79%, the largest drop; Ping An CSI Artificial Intelligence ETF (512930.SH) fell 2.57%; ChinaAMC CSI Artificial Intelligence ETF (515070.SH) fell 2.54%; Harfor CSI Artificial Industry ETF (515980.SH) fell 2.51%; Fullgoal CSI Communication Equipment Theme ETF (159583.SZ) fell 2.47%; E Fund CSI Consumer Electronic Theme ETF (562950.SH) fell 2.45%; E Fund China Science And Technology Innovation Board Artificial Intelligence ETF (588730.SH) fell 2.45%; CPIC China Science And Technology Innovation Board Chip Design Theme ETF (588780.SH) fell 2.43%; Guotai CSI All Share Communication Equipment ETF (515880.SH) fell 2.42%; and Fullgoal CSI Consumer Electronic Theme ETF (561100.SH) fell 2.36%. Artificial intelligence, communication, consumer electronics and STAR chip products faced notable pressure on the day, with all top ten decliners falling more than 2.3%.

Shanghai-Shenzhen Stock Connect ETF Top 10 Losers

Rank

Code

Name

Change (%)

Tracking Index

Manager

1

159819.SZ

E Fund Artificial Intelligence ETF

-2.79

CSI Artificial Intelligence Index

E Fund Management

2

512930.SH

Ping An CSI Artificial Intelligence ETF

-2.57

CSI Artificial Intelligence Index

Ping An Fund Management

3

515070.SH

ChinaAMC CSI Artificial Intelligence ETF

-2.54

CSI Artificial Intelligence Index

China Asset Management

4

515980.SH

Harfor CSI Artificial Industry ETF

-2.51

CSI Artificial Intelligence Theme Index

Harfor Fund Management

5

159583.SZ

Fullgoal CSI Communication Equipment Theme ETF

-2.47

CSI Communication Equipment Theme Index

Fullgoal Fund Management

6

562950.SH

E Fund CSI Consumer Electronic Theme ETF

-2.45

CNI Consumer Electronics Theme Index

E Fund Management

7

588730.SH

E Fund China Science And Technology Innovation Board Artificial Intelligence ETF

-2.45

SSE STAR Artificial Intelligence Index

E Fund Management

8

588780.SH

CPIC China Science And Technology Innovation Board Chip Design Theme ETF

-2.43

SSE STAR Chip Design Theme Index

CPIC Fund Management

9

515880.SH

Guotai CSI All Share Communication Equipment ETF

-2.42

CSI All Share Communication Equipment Index

Guotai Asset Management

10

561100.SH

Fullgoal CSI Consumer Electronic Theme ETF

-2.36

CNI Consumer Electronics Theme Index

Fullgoal Fund Management

Source/Compiled by: Wind / NewTimeSpace Research Institute, as of the close onAugust 10, 2026

Data from NewTimeSpace Research showed that on 10 August 2026 the Shanghai-Shenzhen Stock Connect ETFs market exhibited a rotation pattern of semiconductor equipment and livestock farming strengthening while AI and communication came under pressure. Directions including semiconductor equipment, livestock farming and gold stocks posted moderate gains and led the market, while technology sectors such as artificial intelligence, communication, consumer electronics and STAR AI pulled back collectively. Market hotspots rotated rapidly from the previous day's innovative drugs and biomedicine to the defensive fields of semiconductor equipment and livestock farming, while the AI and communication directions faced notable profit-taking, with the pace of sector rotation accelerating.

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Shanghai-Shenzhen Stock Connect ETFs Daily ReportGF CSI Semiconductor Material Equipment Theme ETFE Fund Artificial Intelligence ETF
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