结构性行情下，宽基ETF通过覆盖多行业龙头，天然具备抗轮动特性，能够同时捕捉不同热点： 创业板ETF天弘（159977，联接C:001593）跟踪的创业板指是4月9日以来表现最猛的宽基指数，截至9 月1日累计上涨60%，截至昨日连续三日回调6%，回调幅度低于科创类指数。创业板指数以新能源产业 为引领，全面覆盖高端制造、信息科技、生物医药等中国具有全球竞争优势的战略性新兴产业领域，该 指数最新市盈率为39倍，处于近十年35.88%分位点，估值处宽基指数最低。 格隆汇9月5日｜今日新能源产业链连续第三日爆发！先导智能涨超15%，重仓股阳光电源大涨超12%创 下历史新高，宁德时代涨近5%，带动本轮最猛宽基指数创业板指反弹2%，创业板ETF(159977)大涨 2.89%，光伏ETF(159857)狂飙5.33%。 消息面上，①新能源产业链传来积极变化，锂电旺季行情来临，九月预排产向好+今年固态电池技术持 续获突破； ②消息面上，《电子信息制造业2025-2026年稳增长行动方案》提出了规模以上电子设备制造业增加值 平均增速在7%左右、5个省份电子信息制造业营收过万亿等目标，政策端开始发力支持高端制造；同时 提及在破 ...

格隆汇9月5日｜胜宏科技涨超9%，成交额突破100亿元。 | ■ 胜宏科技 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分 v 1天:1分K √ 显示 √ ② □v [ | | --- | | ーナ 。 【 】 【 】 【 | ...

Group 1 - The core viewpoint of the article highlights a significant increase in the stock price of the lithium battery concept stock, leading to a rise of over 15% for the company, Senyuan Intelligent [1] - The trading volume for Senyuan Intelligent exceeded 10 billion yuan, indicating strong market interest and activity in the lithium battery sector [1]

Core Viewpoint - The A-share market experienced a widespread decline in bank stocks, with several major banks seeing significant drops in their share prices [1][2]. Group 1: Stock Performance - Postal Savings Bank of China saw a decrease of 2.03%, with a total market capitalization of 751.8 billion [2]. - CITIC Bank's shares fell by 2.00%, with a market value of 437.4 billion [2]. - Bank of China experienced a decline of 1.60%, with a market capitalization of 1.7818 trillion [2]. - Agricultural Bank of China dropped by 1.46%, holding a market value of 2.5934 trillion [2]. - Other banks such as Everbright Bank, Construction Bank, and Shanghai Pudong Development Bank also reported declines of over 1% [1]. Group 2: Year-to-Date Performance - Agricultural Bank of China has the highest year-to-date increase at 45.00% [2]. - Postal Savings Bank of China and CITIC Bank have year-to-date increases of 15.63% and 14.78%, respectively [2]. - Shanghai Pudong Development Bank has a notable year-to-date increase of 36.48% despite the recent decline [2].

Group 1 - The U.S. Commodity Futures Trading Commission (CFTC) has announced charges against multiple firms for compliance violations, resulting in a total fine of $8.3 million [1] - Citigroup was fined $1.5 million for failing to submit accurate large trader reports from at least 2015 to 2022 and for not maintaining regulatory records for 10 weeks in 2023 [1] - UBS was penalized $5 million for inadequate supervision of its trading monitoring program from at least 2015 to 2024 [1] Group 2 - SMBC Capital Markets, Santander Bank, and Bank of New York Mellon were each fined $500,000 for record-keeping and supervision violations [1] - The CFTC stated that the involved companies have completed or are nearing completion of remedial measures and have agreed to avoid further violations of the Commodity Exchange Act and CFTC regulations [1]

Core Viewpoint - Microsoft announced a series of new commitments to support artificial intelligence education in response to an executive order during a meeting of the White House AI Education Task Force [1] Group 1: Commitments to Education - Microsoft will provide free access to Microsoft 365 Personal for 12 months to every college student in the U.S. [1] - The company will offer broader access to Microsoft 365 Copilot [1] - Microsoft is allocating $1.25 million for teacher training [1] - Free LinkedIn Learning AI courses will be provided for students, teachers, and job seekers [1]

Group 1 - The solid-state battery sector in the A-share market continues to show strong performance, with several companies experiencing significant stock price increases [1] - Patel's stock surged over 24%, while other companies like Jinyinhe and Huasheng Lithium Battery hit the daily limit of 20% increase [1] - Other notable performers include Lijia Technology with an increase of over 18%, and XianDao Intelligent with a rise of over 17% [1] Group 2 - Patel's total market capitalization is approximately 2.02 billion, with a year-to-date increase of 138.26% [2] - Jinyinhe has a market cap of 5.77 billion, with a year-to-date increase of 79.24% [2] - XianDao Intelligent's market cap stands at 82.5 billion, with a remarkable year-to-date increase of 163.72% [2]

格隆汇9月5日｜据路透，美国石油生产商康菲石油公司周四向部分员工发出通知，称最早将于11月10日 开始裁员。此前报道称，康菲石油CEO Ryan Lance通过视频通知员工，作为广泛重组的一部分，公司 将裁员20%至25%。 ...

Core Viewpoint - The A-share market showed mixed performance with the ChiNext Index rebounding strongly by 2.26%, driven by significant gains in the new energy sector and supportive government policies for the electronic information manufacturing industry [1] Group 1: Market Performance - The ChiNext ETF (159915) surged by 2.44%, leading the market's broad-based indices [1] - Despite a continued decline in the AI hardware sector, the new energy industry chain experienced a robust rally, with companies like Xian Dao Intelligent hitting a 20% limit up and Sunshine Power rising by 12% to reach a historical high [1] Group 2: Policy Developments - Relevant authorities issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)", targeting an average growth rate of around 7% for the added value of large-scale electronic equipment manufacturing [1] - The plan also includes goals for five provinces to achieve over 1 trillion yuan in revenue from the electronic information manufacturing sector, indicating a significant policy shift towards supporting high-end manufacturing [1] Group 3: Investment Opportunities - The broad-based ETF, particularly the ChiNext ETF (159915), is positioned to capture various growth hotspots due to its coverage of multiple industry leaders, showcasing a clear growth style compared to indices like CSI 300 and SSE 50 [1] - The ChiNext Index, which encompasses high-growth sectors such as new energy, pharmaceuticals, computing power, and brokerage, currently has a price-to-earnings ratio of 39 times, placing it at the lowest valuation among broad-based indices over the past decade [1]

| 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300014 | 亿纬锂能 | 1 | 6.44 | 1457亿 | 54.05 | | 300207 | 欣旺达 | 弹 | 6.16 | 496亿 | 21.43 | | 000688 | 国城矿业 | 1 | 6.12 | 170亿 | 26.91 | | 002460 | 赣锋锂√ | 1 | 5.50 | 880亿 | 22.74 | | 002738 | 中矿资源 | 豪 | 5.03 | 300亿 | 18.76 | | 002667 | 威领股份 | | 4.57 | 31.58亿 | 22.92 | | 300750 | 宁德时代 | 1 | 4.44 | 14478亿 | 22.78 | | 300769 | 德方纳米 | | 4.43 | 110亿 | 6.83 | | 600338 | 西藏珠峰 | 资 | 4.17 | 114亿 | 17.60 | | 002466 | 天齐锂V | 1 | 3.70 | 726亿 | 34.06 | ...