每经AI快讯，9月4日，截至目前，沪深京三市成交额超1.4万亿元，较上日此时放量1603亿元。 ...

每经AI快讯，9月4日，沪深两市成交额连续第36个交易日突破1.5万亿，较昨日此时放量超1400亿，预 计全天成交金额超2.5万亿。 ...

每经AI快讯，9月4日，截至发稿时，宁德时代成交额达100亿元，现涨0.98%。 ...

Group 1 - The A-share market experienced a collective pullback, with the AI sector, particularly CPO optical modules, showing significant declines, as the ChiNext AI Index dropped over 8% [1] - The Huaxia ChiNext AI ETF (159381) saw a rapid increase in trading volume, surpassing 380 million yuan, with net inflows of 210 million yuan over the past 10 trading days [1] - Analysts suggest that the market's volatility is a necessary phase for digestion and consolidation after previous gains, emphasizing the importance of sector rotation for a sustainable market rally [1] Group 2 - The FTSE Russell announced changes to the FTSE China A50 Index, adding companies like BeiGene and WuXi AppTec, effective September 22, which reflects ongoing investment interest in AI-related sectors [2] - AI penetration in traditional industries is still in its early stages, with significant growth potential, supported by national policies and initiatives [2] - The Huaxia ChiNext AI ETF focuses on leading companies in the AI industry chain, with over 50% weight in CPO optical modules, highlighting key stocks like NewEase and Zhongji Xuchuang [2] Group 3 - The Huaxia CSI 5G Communication Theme ETF (515050) has a scale exceeding 8 billion yuan, focusing on major players in the AI computing hardware and 6G industry chain [3] - The ETF has a 38% weight in CPO optical module stocks and 14% in PCB circuit board stocks, indicating a strong focus on these sectors [3] - The top ten weighted stocks in the ETF include NewEase, Zhongji Xuchuang, and Lixun Precision, showcasing the concentration on key industry leaders [3]

Group 1 - The stock of Cambrian has experienced a significant decline, dropping over 12% on September 4, with a market value of 513.8 billion yuan, resulting in a loss of over 70 billion yuan in a single day [1] - Cambrian's stock price has retraced more than 20% from its peak of 1595.88 yuan after becoming the highest-priced stock, surpassing Kweichow Moutai on August 28 [4] - The recent adjustment in Cambrian's stock is linked to an index adjustment announcement by the Shanghai Stock Exchange, which will reduce its weight in the Sci-Tech 50 index from approximately 15% to 10% effective September 12, 2025 [4] Group 2 - Cambrian's half-year report indicates that the Huaxia and E Fund's Sci-Tech 50 index funds are significant shareholders, collectively holding over 4.7% of the company's shares [4] - On August 28, Cambrian issued a risk warning regarding its stock trading, highlighting a 133.86% increase in its closing price from July 28 to August 28, which is significantly higher than most peers and major indices [4] - The company has projected an estimated annual revenue of 500 million to 700 million yuan for 2025, emphasizing that these forecasts are preliminary and do not constitute a commitment to investors [5]

每经AI快讯，9月4日，恒生科技指数下跌1%至5,626.62点。 ...

医美产业新序渐启，美妆护肤国货有望加速突围。美妆护肤方面，国货品牌快速突围，内容电商渠道重 要性提升；新原料备案加速，品牌凭借科学叙事、科技背书有望巩固消费者认知。随上下游产品+服务 模式创新迭代、需求端认知同步提升，行业格局或有重构；兼备产品力与品牌运营力的国货美妆品牌有 望突围制胜。 9月4日，港股盘初快速走低，新消费板块开盘后持续震荡。热门ETF中，截至发稿，港股消费ETF （513230）小幅微跌。成分股方面，哔哩哔哩、百盛中国、理想汽车、巨子生物、波司登等多股涨幅居 前。 港股消费ETF（513230）跟踪中证港股通消费主题指数，一键打包互联网电商龙头+新消费，成分股近 乎囊括港股消费的各个领域，包括泡泡玛特、老铺黄金、名创优品等新消费龙头，又包含腾讯、快手、 阿里巴巴、小米等互联网电商龙头，科技+消费属性突出。 当前中国潮玩经济全龄扩容，市场呈现高速增长与结构分化，人偶品类凭强IP共鸣、高收藏价值，有望 成为玩具品类未来核心增长极。需求端正从Z世代、女性群体向全年龄段扩散；供给端通过盲盒玩法、 直播拆卡等渠道创新拓宽边界。渠道端已形成线下沉浸式体验+线上新玩法增量的协同增长，情绪消费 行为正推动I ...

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（文章来源：每日经济新闻） 每经AI快讯，9月4日，旅游板块震荡走强，截至发稿，西域旅游涨超6%，天府文旅、岭南控股、凯撒 旅业等跟涨。 ...

每经AI快讯，9月4日，港股创新药概念股集体下跌，再鼎医药跌超10%，恒瑞医药、歌礼制药、云顶新 耀跌超5%，药明康德跌超4%，信达生物、药明合联、翰森制药跌超3%。 ...