【油气与通信ETF领涨 资金向半导体设备环节集中】上周，油气、通信、创业板人工智能等主题涨幅居前，互联网、黄金股票等主题跌幅明显；在资金层面，半导体产业链尤其是设备环节成为净流入最集中的方向，大盘宽基指数和医药医疗主题则遭遇较大净流出。多家机构认为，市场已从单一主线驱动转向多主线轮动，业绩验证将成为后续走势的关键。
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