A股早盘低开高走，科创板指数率先翻红，人工智能概念股涨幅居前。星环科技-U涨超6%，奇安信- U、思看科技、亚信安全等涨超5%。 有券商表示，持续看好AI投资机会，从四维度验证行业高景气：①科技巨头资本开支增长；②AI助手 Clawdbot验证AI从对话工具向执行者转型，边缘AI产品前景广阔；③算力基础设施供需紧张持续，推动 上游通胀，云厂涨价、H100租赁价格上行，存储板块或延续涨价态势；④AI已进入应用落地、需求加 速与产业链景气共振阶段，全面看多AI产业趋势。 资料显示，科创人工智能ETF银华（588930）跟踪上证科创板人工智能指数，该指数从科创板市场中选 取30只市值较大且业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作为指数样 本，以反映科创板市场代表性人工智能产业上市公司证券的整体表现。 （文章来源：每日经济新闻） 受盘面影响，科创人工智能ETF银华（588930）低开高走，盘中涨超1%。 AI正逐步改变用户与互联网的交互形式，大模型已从技术研发阶段逐步过渡到价值创造阶段。随着国 产AI技术持续成熟、产业链协同效率加速提升，大模型产业或将正式进入工程落地红利期。 ...

光大证券认为，在政策、需求、资本的多重催化下，商业航天已成为市场近期的最强主线之一；而商业 航天的低轨卫星组网、太空算力落地等场景的规模化发展则为太空光伏打开了广阔的需求空间，其作为 商业航天规模化、商业化发展的核心能源基石也受到了资本市场的密切关注。 航空航天ETF(159227)：规模位居同类第一，紧密跟踪国证航天指数，成分股覆盖战斗机、航空发动 机、火箭、导弹、卫星、雷达等全产业链龙头，完美契合"空天一体"的战略方向，涵盖大飞机、商业航 天、低空经济等新兴领域，商业航天含量高达69.65%。前十大重仓股中包含了航天发展、中国卫星、 航天电子、中航机载、中航高科等行业龙头。 2月13日，年前最后一个交易日，A股三大指数集体回调，军工板块逆市上涨，截至10:03，航空航天 ETF（159227）涨幅1.03%，成交额8380万元，稳居同类第一，持仓股海兰信涨超9%，航材股份涨超 8%，晨曦航空、航发动力、航宇科技、亚光科技等股跟涨。 航空航天ETF（159227）回调获资金布局，近10个交易日有8日获资金净流入，合计"吸金"1.57亿元，最 新规模达34.7亿元，稳居同类第一。 消息面上，北京时间2月12日 ...

渤海证券表示，近期指数仍延续震荡整固特征。伴随春节假期的到来，成交持续萎缩，两融仍在快速流出，成交热度趋于回落，不过这一趋势在节后将出现 改变，交易热度将逐步回归。 科创100ETF华夏（588800）跟踪上证科创板100指数，该指数从上海证券交易所科创板中选取市值中等且流动性较好的100只证券作为样本。指数定位为科 创板中小盘成长风格指数，与上证科创板50指数形成互补。更适合能承受高波动、追求长期成长性的投资者，作为投资组合中的"卫星"配置来增强收益弹 性，其场外联接A/C：020291/020292。 （文章来源：每日经济新闻） | 哥期 设置 画线 | 浄值 叠 复权 窗 区 信息 加自选 | | | 科创100ETF华夏 588800 | | | --- | --- | --- | --- | --- | --- | | 20251110-20260213 (68) 금 | | 1.625 | 1.543 | | +0.011(+0.72%) | | | A 1 602 | | 载化 | +9.33% | 32055 | | | | | த | 1.546 | 21952 | | | | 1.534 ...

（文章来源：每日经济新闻） 每经AI快讯，2月13日，烧碱连续主力合约日内涨4%，现报2248.00元。 ...

Group 1 - The A-share market experienced a collective decline on February 13, with the Shanghai Composite Index dropping by 0.26% during the session [1] - The consumer electronics sector showed resilience, with the Consumer Electronics ETF (159732.SZ) rising by 0.26% [1] - Notable performers within the consumer electronics sector included Jingce Electronics, which surged by 8.46%, and other companies like Zhaoyi Innovation and Jinghe Integrated, which rose by 3.41% and 3.32% respectively [1] Group 2 - According to Wellsenn XR's research, global AI smart glasses sales are projected to reach 4.5 million units by Q4 2025, marking a nearly 500% year-on-year increase [3] - In 2025, total AI smart glasses sales are expected to hit 7.46 million units, with Meta achieving over 6 million and Xiaomi contributing 160,000 units [3] - China Galaxy Securities anticipates continued rapid growth in the AI/AR glasses category, suggesting investment opportunities within the related supply chain [3]

（文章来源：每日经济新闻） 影视ETF（516620）跟踪的是中证影视指数（930781），该指数从A股市场中选取主营业务涉及影视制 作、发行及放映等相关业务的上市公司证券作为样本，覆盖影视产业链的多个环节，以反映文娱传媒领 域特别是影视行业的整体表现。指数成分涵盖内容创作、版权运营等业务，行业配置上以通信服务为 主，同时包含可选消费、工业和信息技术等领域。 银河证券指出，2025年全年电影市场大盘总票房为518亿元，同比增长22%，春节档内现象级影片《哪 吒之魔童闹海》强势开局并贡献显著票房，但其长尾效应过后，市场出现阶段性增长乏力。年末在进口 大片带动下实现同比增长。分析师认为，春节档作为年度第一个大档期，其票房表现将确立电影大盘的 全年基调。近年来，电影市场档期效应和马太效应愈发明显，2026年春节假期长达9天，有望为档期票 房释放提供更充裕时间窗口。此外，近期AI视频工具能力提升明显，看好其对影视院线行业的长期赋 能。 ...

2月13日，港股低开，恒生指数跌1.45%，恒生科技指数跌1.59%。港股消费板块开盘后窄幅震荡，港股 通消费ETF华夏（513230）现小幅微跌0.2%附近，持续打开低位布局通道。 港股通消费ETF华夏（513230）跟踪中证港股通消费主题指数，该指数覆盖酒旅、餐饮等传统服务业龙 头，更包含潮玩、金饰等高弹性资产，以及运动服饰、白电等高股息标的。成分股近乎囊括港股消费的 各个领域，包括泡泡玛特、百胜中国、老铺黄金、安踏体育、农夫山泉、蜜雪冰城等消费龙头。 商务部办公厅近日发布关于做好2026年春节假期消费品以旧换新工作的通知，其中提到，各地要加强春 节期间消费品以旧换新补贴资金保障，发挥不同渠道优势，抓好政策实施，更好满足消费需求；顺应春 节年俗、增添年味，鼓励消费者走出家门消费购物。 （文章来源：每日经济新闻） 消息面上，2月11日，国家统计局数据显示，1月份，居民消费需求持续恢复，居民消费价格指数 （CPI）环比上涨0.2%，同比上涨0.2%，扣除食品和能源价格的核心CPI同比上涨0.8%，环比近6个月最 高。1月份，全国工业生产者出厂价格（PPI）同比下降1.4%，降幅比上月收窄0.5个百分点；环比上 ...

Group 1 - The A-share market experienced a collective pullback on February 13, with the electric grid equipment sector initially declining but later rebounding, as evidenced by the electric grid equipment ETF (159326) narrowing its decline to 0.91% with a transaction volume of 7.81 billion yuan [1] - The State Council issued an implementation opinion on improving the national unified electricity market system, outlining goals for the next 5 to 10 years, which directly benefits sectors such as grid construction, electricity trading, energy storage, and renewable energy generation [1] - Vertiv, a global leader in liquid cooling and power management solutions, reported significant earnings exceeding expectations for Q4 and the full year of fiscal year 2025, indicating that high power density cabinet deployments are accelerating, thereby increasing pressure on the power grid [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with over 78% of its holdings in the electric grid equipment sector, making it the purest electric grid index in the market [2] - The index constituents are primarily distributed across power transmission and transformation equipment, grid automation equipment, cable components, communication cables and accessories, and distribution equipment, showcasing strong representativeness [2] - The smart grid accounts for a high weight of 90%, while ultra-high voltage has a weight of 67%, both being the highest in the market [2]

展望后市，黄金的长期趋势仍然坚实。在货币超发及财政赤字货币化背景下，美元信用体系受到挑战； 加上全球地缘动荡频发推动资产储备多元化，黄金作为安全资产的需求持续提升，全球"去美元化"的趋 势使得黄金有望成为新一轮定价锚，使得贵金属有望具备上行动能。"美联储降息周期+海外不确定性 加剧+全球去美元化趋势"对于金价构成支撑的逻辑仍然存在。投资者可持续关注黄金ETF国泰 （518800）和黄金股票ETF（517400）的投资机会。 （文章来源：每日经济新闻） 平安证券指出，金价短期呈现高位震荡。波动率加速抬升背景下，金价短期或仍将呈现宽幅震荡走势。 但长期来看，美国债务问题未解，美元信用走弱的主线未现拐点，黄金长期走势难言见顶，短期企稳 后，金价中枢或仍将抬升。海外宏观不确定性持续，中期黄金避险属性仍处于放大阶段。长期来看特朗 普上任后，美元信用走弱的主线逻辑愈加清晰，黄金货币属性加速凸显，持续看好黄金中长期走势。 ...

Group 1 - The core viewpoint of the news highlights a strong performance in the semiconductor materials and equipment sector, with significant increases in various indices and ETFs [1][2][4] - The STAR Market Semiconductor Materials and Equipment Theme Index rose by 2.45%, with notable gains from stocks such as Fuchuang Precision (+14.61%) and Huaxing Yuanchuang (+5.58%) [1] - The China Securities Semiconductor Materials and Equipment Theme Index increased by 2.54%, with Fuchuang Precision showing a 15.05% rise [1] Group 2 - The STAR Market Semiconductor ETF (588170) saw a 2.44% increase, reaching a latest price of 1.8 yuan, with a turnover of 4.94% and a transaction volume of 4.09 billion yuan [1] - The Semiconductor Equipment ETF (Huaxia, 562590) also increased by 2.41%, with a latest price of 1.95 yuan and a turnover of 3.99% [1] - Over the past week, the STAR Market Semiconductor ETF experienced a significant growth of 2.12 billion yuan in scale, leading its peers [1] Group 3 - In terms of capital flow, the STAR Market Semiconductor ETF recorded a net inflow of 1.49 billion yuan over the last three days, with a peak single-day inflow of 1.17 billion yuan [2] - In the past 23 trading days, there were 15 days of net inflow, totaling 9.44 billion yuan, with an average daily net inflow of 410.52 million yuan [2] - Conversely, the Semiconductor Equipment ETF (Huaxia) faced a net outflow of 20.96 million yuan recently [2] Group 4 - Kioxia, a major player in the storage market, reported a revenue of 543.6 billion yen for the quarter ending December 31, 2025, an increase of 95.3 billion yen from the previous quarter, driven by higher average selling prices and bit shipments [3] - The company's operating profit for the quarter was 142.8 billion yen, up 56.8 billion yen from the previous quarter, with a net profit of 87.8 billion yen, reflecting a growth of 47.1 billion yen [3] - Kioxia expects its annual operating profit to range between 709.57 billion yen and 799.57 billion yen, exceeding market expectations [3] Group 5 - The storage market has continued its strong upward trend since Q4 2025, with DRAM and NAND flash prices rising significantly, driven by increased demand from AI servers and data center capital expenditures [4] - Major manufacturers like Samsung and SK Hynix have raised contract prices for NAND flash by over 100% and DRAM prices by 60%-70% [4] - The current price increase cycle is expected to continue until mid-2026 due to persistent supply-demand gaps [4]