Workflow
Jie Mian Xin Wen
icon
Search documents
AI科技革命驱动的新一轮增长趋势正在形成,数字经济ETF(560800)上一交易日获资金净流入
Jie Mian Xin Wen· 2025-03-24 06:18
AI科技革命驱动的新一轮增长趋势正在形成,数字经济ETF(560800)上一交易 日获资金净流入 截至2025年3月24日 13:35,中证数字经济主题指数(931582)下跌0.69%。成分股方面涨跌互现,拓荆科技(688072)领涨2.69%,北方华创(002371)上涨 1.71%,盛美上海(688082)上涨1.14%;广联达(002410)领跌5.79%,润和软件(300339)下跌5.19%,沪硅产业(688126)下跌3.66%。数字经济ETF(560800)下跌 0.75%,最新报价0.8元,盘中成交额已达1163.36万元。资金流入方面,数字经济ETF最新资金净流入323.21万元。拉长时间看,近10个交易日内有7日资金 净流入,合计"吸金"3372.89万元。(以上所列示股票为指数成份股,仅做示意不作为个股推荐。过往持仓情况不代表基金未来的投资方向,也不代表具体 的投资建议,投资方向、基金具体持仓可能发生变化。市场有风险,投资需谨慎。) 民生证券指出,受整体宏观因素影响,计算机行业下游的政府、企业型客户IT支出有一定压力,但同时AI科技革命驱动的新一轮增长趋势正在形成。考 虑各个细分领域以 ...
AI模型持续迭代,金融科技ETF(516860)近4天获得连续资金净流入
Jie Mian Xin Wen· 2025-03-24 06:18
Core Viewpoint - The financial technology ETF (516860) has experienced continuous net inflows over the past four days, despite a decline in the underlying index and component stocks, indicating strong investor interest in the sector [1][4]. Group 1: Financial Technology ETF Performance - As of March 21, 2025, the financial technology ETF has seen a cumulative increase of 96.22% over the past six months, ranking in the top third among comparable funds [3]. - The latest scale of the financial technology ETF reached 971 million yuan, marking a one-month high, with the latest share count at 748 million, also a one-month high [3]. - The ETF recorded a maximum single-day net inflow of 47.66 million yuan, totaling 154 million yuan over four days, with an average daily net inflow of 38.46 million yuan [4]. Group 2: Fund Characteristics and Metrics - The financial technology ETF has a management fee rate of 0.50% and a custody fee rate of 0.10%, which are the lowest among comparable funds [5]. - The ETF's tracking error over the past three months is 0.040%, indicating the highest tracking precision among comparable funds [5]. - The maximum drawdown for the ETF this year is 8.31%, with a relative benchmark drawdown of 0.44% [5]. Group 3: Key Holdings and Market Dynamics - The top ten weighted stocks in the index account for 53.94% of the total, with notable companies including Tonghuashun (300033) and Dongfang Caifu (300059) [5][7]. - Recent developments in AI models by major internet companies like Baidu and Alibaba are expected to drive further growth in domestic AI applications, benefiting the financial technology sector [3].
VIVO成立机器人实验室!机器人ETF基金(562360)今日实时成交额快速突破3200万元
Jie Mian Xin Wen· 2025-03-24 06:16
机器人ETF基金(562360)跟踪的中证机器人指数与万得人形机器人指数的成份股重合度为48%, 除了人形机器人以外还覆盖一些数字化车间和生产线系统集成商,整体把握人形机器人进入量产、工业 机器人迭代升级的趋势。 VIVO成立机器人实验室!机器人ETF基金(562360) 今日实时成交额快速突破3200万元 消息面上,2025年3月24日,vivo已经成立机器人LAB(实验室),专注机器人"大脑"(AI Agent) 和"眼睛"(MR)的技术研发,同时将聚焦个人和家庭场景的机器人产品开发。据悉,vivo混合现实头 显产品还将在近日亮相。目前,vivo官网已挂出多个与机器人研发的岗位,包括机器人首席科学家和机 器人技术规划专家。 3月24日,A股市场今日持续下探,机器人板块大幅调整。机器人指数成份股涨跌互现。机器人ETF 基金(562360)市场热度较高,过去20个交易日日均成交额超6000万元。 西南证券表示,政策支持为机器人行业的发展提供了良好的外部环境。例如,广东省组建了总规模 100亿元的人工智能与机器人产业投资基金,这不仅表明了政府对科技创新和先进制造领域的重视,也 为相关项目提供了资金支持,有助于加 ...
今年前两月安徽汽车新能源汽车总产量位列全国第一,新能车ETF(515700)近3月涨幅居可比基金首位
Jie Mian Xin Wen· 2025-03-24 06:15
今年前两月安徽汽车新能源汽车总产量位列全国第一,新能车ETF(515700)近 3月涨幅居可比基金首位 截至2025年3月24日 14:00,中证新能源汽车产业指数(930997)下跌0.90%。成分股方面涨跌互现,尚太科技(001301)领涨3.17%,华友钴业(603799)上涨 1.65%,璞泰来(603659)上涨1.28%;法拉电子(600563)领跌8.69%,盟固利(301487)下跌6.02%,亿纬锂能(300014)下跌5.10%。新能车ETF(515700)下跌 1.04%,最新报价1.71元,盘中成交额已达5007.63万元,换手率2.06%。 拉长时间看,截至2025年3月21日,新能车ETF近3月累计上涨7.99%,涨幅排名可比基金1/2。 规模方面,新能车ETF最新规模达24.49亿元,位居可比基金1/2。 数据显示,杠杆资金持续布局中。新能车ETF最新融资买入额达879.11万元,最新融资余额达6095.09万元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002594 | 比亚迪 | 0.48% | 10.75 ...
A股市场估值有望提升,科技成长主线备受关注,科创100指数ETF(588030)成交额已超2亿元
Jie Mian Xin Wen· 2025-03-24 06:15
A股市场估值有望提升,科技成长主线备受关注,科创100指数ETF(588030)成 交额已超2亿元 规模方面,科创100指数ETF近半年规模增长14.15亿元,实现显著增长。 数据显示,杠杆资金持续布局中。科创100指数ETF最新融资买入额达5017.75万元,最新融资余额达3.33亿元。 绝对收益方面,截至2025年3月21日,科创100指数ETF自成立以来,最高单月回报为27.67%,最长连涨月数为3个月,最长连涨涨幅为37.87%,上涨月份平 均收益率为8.75%。 超额收益方面,截至2025年3月21日,科创100指数ETF近1年超越基准年化收益为0.68%。 回撤方面,截至2025年3月21日,科创100指数ETF今年以来最大回撤6.47%,相对基准回撤0.20%。 费率方面,科创100指数ETF管理费率为0.15%,托管费率为0.05%,费率在可比基金中最低。 截至2025年3月24日 13:51,上证科创板100指数(000698)下跌1.43%。成分股方面涨跌互现,安集科技(688019)领涨5.68%,恒玄科技(688608)上涨5.07%,微 导纳米(688147)上涨4.36%;成都华微 ...
韩国散户大手笔“抄底”美股,特斯拉回调明显获追捧
Jie Mian Xin Wen· 2025-03-24 06:15
Group 1 - South Korean retail investors have significantly increased their investments in US stocks, with a record inflow of $10.2 billion from January to March 20, 2023, marking the highest quarterly inflow since 2011 [1] - The US stock market has experienced a downturn since early 2023, with the Dow Jones index down 1.31% and the Nasdaq index down 7.91% as of March 24, 2023 [1] - Notable declines in major US stocks include Apple, Nvidia, and Tesla, which fell by 12.74%, 12.35%, and 38.41% respectively [1] Group 2 - South Korean investors have particularly favored heavily discounted stocks like Tesla, investing a net total of $2.2 billion in Tesla shares since the beginning of the year [1] - Additionally, they invested $1.7 billion in a leveraged ETF that aims to double the returns of Tesla, along with significant investments in Palantir Technologies Inc., Nvidia, and other semiconductor-related leveraged ETFs [1] - Despite the substantial inflow of funds, the value of their holdings in these ETFs remains below the levels seen at the end of 2024, indicating a sharp decline in the valuations of their investment targets [1] Group 3 - In a related trend, South Korean investors have also shown increased interest in Chinese stocks, with a monthly trading volume of $782 million in February 2023, nearly doubling from the previous month [4][5] - This surge in investment in Chinese stocks has been driven by the rapid development in advanced technology sectors, capturing the attention of overseas investors [4] - Among the top ten overseas stocks purchased by South Korean investors from February 17 to 28, six were Chinese stocks, primarily from leading companies in electric vehicles, artificial intelligence, and semiconductor industries [5]
明起全国公路网流量将处于高位运行状态
Jie Mian Xin Wen· 2024-02-11 11:39
据央视新闻,交通运输部消息,预计2024年2月12日,全国高速公路网流量将处于高位运行状态,部分热门城市、景区周边路网易发生拥堵,华北南部、黄淮大部及河南、湖北等地可能受到大雾影响,9—11时、15—17时为高峰时段,请密切关注路况,注意错峰出行。 交通运输部路网监测与应急处置中心发布春节假期公路出行信息提示,2月12日,预计热门城市路网及城际间公路:北京、广州、长沙、成都、西安周边路网,北京—石家庄、杭州—宁波、广州—深圳、成都—重庆、西安—郑州之间通道。 海量资讯、精准解读,尽在新浪财经APP ...