Xin Lang Ji Jin
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“慢牛”节奏如何把握?这类战略底仓看过来!
Xin Lang Ji Jin· 2025-09-24 05:47
Group 1 - The article highlights various ETFs and their performance metrics, including annual returns and dividend yields [1][2] - The A500 Dividend Low Volatility ETF has a one-year return of 22.20% and a dividend yield of 4.10% [1] - The A022887 fund shows a strong one-year return of 37.25% with a dividend yield of 5.60% [2] - The 800 Dividend Low Volatility ETF has a one-year return of 20.32% and a dividend yield of 4.06% [2] - The International Dividend ETF has a one-year return of 30.37% and a dividend yield of 5.12% [2] - The 300 Cash Flow ETF has a one-year return of 22.75% and a dividend yield of 4.10% [2] Group 2 - The article mentions the formation of a MACD golden cross signal, indicating positive momentum in certain stocks [3]
三大利好来袭,半导体狂掀涨停潮!含芯量50%的电子ETF(515260)盘中拉升2.6%创新高,近10日吸金3.5亿元!
Xin Lang Ji Jin· 2025-09-24 05:22
Group 1 - The electronic sector is leading the market with over 33 billion in main capital inflow, and the electronic ETF (515260) has seen a price increase of 2.6% during trading, currently up 1.45%, reaching a new all-time high [1] - The electronic ETF (515260) attracted 69.31 million in a single day and has accumulated 355 million over the past 10 days, indicating strong investor confidence in the sector [1] - As of September 23, the latest scale of the electronic ETF (515260) is 896 million, making it the largest ETF by index scale in its category [1] Group 2 - Chip concept stocks have experienced significant gains due to three main factors: Goldman Sachs raised the target price for SMIC by 14% due to growing demand for AI chips in China; silicon wafer prices are expected to rise significantly in Q4, benefiting global silicon wafer companies; and TSMC's 2nm process prices have increased by at least 50% compared to the 3nm process [2] - Huatai Securities projects that global semiconductor equipment revenue will grow by 8% year-on-year to 153 billion by 2026, with the Chinese market size remaining stable at 49 billion [2] - According to Huachuang Securities, AI is driving a value reshaping in the electronic industry chain, creating new growth opportunities as demand for AI computing power surges [2] Group 3 - Semiconductor stocks are leading the rally, with notable gains including Tongfu Microelectronics and Northern Huachuang hitting the daily limit, Huahai Qingshi up over 17%, Shengmei Shanghai up over 16%, and Tuojing Technology up over 15% [3]
制药板块强势回血,场内唯一药ETF(562050)劲涨1.72%!甘李药业封死涨停板,信立泰涨停创历史新高
Xin Lang Ji Jin· 2025-09-24 03:39
9月24日早盘,制药板块强势反弹,场内唯一药ETF(562050)持续走高上涨1.72%。 药ETF(562050)被动跟踪中证制药指数,该指数前十大权重股分别为恒瑞医药、片仔癀、云南白药、 科伦药业、华东医药、新和成、复星医药、长春高新、百济神州、博瑞医药。 | | | 医药板块怎么投? | | | --- | --- | --- | --- | | 投什么 | 只投创新药! | 投制药龙头! | 投医疗龙头! | | 选什么 | 港股通创新药ETF (520880) | 药ETF (562050) | 医疗ETF (512170) | | | 场外联接基金:025221 | 场外联接基金:024986 | 场外联接基金:012323 | | 最大特点 | 100%创新药研发!港股高弹性,t+0 | 全市场唯一品种* | 规模265亿元,全市场最大 | | 度层资产 | 100%创新药研发类公司 | 重仓创新药,兼顾中药 | 医疗器械+医疗服务(CXO) | | 有无CXO | 无CXO | 无CXO | 有CXO(权重占比25%) | | 庞份股构成 | 全部港股 | 全部A股 | 全部A股 | | | ...
视频|银华基金谱写惠民新篇章
Xin Lang Ji Jin· 2025-09-24 03:07
责任编辑:石秀珍 SF183 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 MACD金叉信号形成,这些股涨势不错! ...
全市场唯一地产ETF(159707)飙升4%,创年内新高!上海临港、张江高科涨停!机构:房地产市场或止跌回稳
Xin Lang Ji Jin· 2025-09-24 03:04
Group 1 - The only ETF tracking the CSI 800 Real Estate Index (159707) surged 4% on September 24, reaching a new high for the year, with a trading volume exceeding 54 million CNY [1] - The ETF's price reached 0.705 CNY, reflecting a 3.98% increase, with a trading volume of 1.17 million shares [2] - Key stocks in the ETF, such as Shanghai Lingang and Zhangjiang Hi-Tech, hit the daily limit, while several others, including China Merchants Shekou and Vanke A, rose over 2% [2] Group 2 - From January to August, national real estate development investment decreased by 12.9%, with residential investment down by 11.9%, but new home transactions in 68 cities showed a year-on-year increase [3] - The total transaction area for real estate is stabilizing at 1.5 billion square meters, despite a decline in new home sales, indicating that overall demand has bottomed out [3] - The contribution of the real estate sector to the economy has decreased from 18% in 2012-2020 to an estimated 11% in 2024, reflecting a significant reduction in the industry's weight in the economy [3]
创新投资者陪伴模式 汇安基金在行动!“资产守护 汇安常伴” 汇安基金上下联动构建高质量投资陪伴体系
Xin Lang Ji Jin· 2025-09-24 03:04
"陪伴是最长情的告白"。这句话用在基金投资领域仍然适用。投资者是市场之本,保护投资者特别是中 小投资者的合法权益,是资本市场的永恒主题,也是践行"以人民为中心"、金融为民的集中体现。投资 者教育、陪伴与保护工作并非一时之功,不能"毕其功于一役",需要从长计议。 线上:品质升维,形式降维 对致力于以投资者利益为核心的基金管理公司而言,授人以鱼还要授人以渔。在完善产品线、满足投资 者多元化资产配置需求的同时,还需要将专业且枯燥晦涩的投资术语进行通俗化和接地气的拆解。用通 俗易懂的形式告诉投资者如何发挥工具"威力"、提高投资技巧,切实提升投资者获得感。 为此,汇安基金拒绝单方面、刻板式的说教,而是在内容品质上"升维",传达方式上"降维",陆续推出 了《汇安反诈套路解码器》《汇聊斯多葛》《动物经济学》《热概念口袋书》《短债十日谈》等数十档 投教栏目,其中《汇安反诈套路解码器》栏目深度揭秘当前高发骗局,如快递理赔、刷单返利、饭圈应 援等;拆解诈骗套路,提供实用防骗指南,帮助投资者识破陷阱,守住钱袋子。《热概念口袋书》则是 一档聚焦投资前沿与市场热点的科普栏目,用通俗语言解析时下流行的"热"概念,助力投资者快速把握 行业 ...
北京公募高质量发展系列活动|惠升基金:公募高质量发展专题内部培训会
Xin Lang Ji Jin· 2025-09-24 03:01
注重长期投资与投资者陪伴:公募基金的服务模式应从"重销售"转向"重陪伴",通过投资者教育、提高 信息披露可读性等方式,提升投资者持有体验和获得感。同时,公募基金应提高服务各类中长期资金的 能力。 登录新浪财经APP 搜索【信披】查看更多考评等级 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 近日,惠升基金开展了公募高质量发展专题内部培训会。本次会议旨在深入探讨关于《推动公募基金高 质量发展行动方案》的核心要求,公司高管及各部门负责人、员工均参与了此次研讨。 一、深度解读:何为公募基金高质量发展? 合规风控的全面化与主动化:合规经营是高质量发展的生命线。公募基金公司应构建全覆盖、穿透式的 合规风控体系,不仅严格遵守法律法规,更要将风险意识嵌入投资决策、运营管理、创新发展等每一个 环节,实现从"被动合规"到"主动管理风险"的跃升,牢牢守住不发生系统性风险的底线。 二、凝聚共识:会议研讨与展望 公募基金高质量发展是从重规模向重投资者回报转型,主要体现在以下几个维度: 重视投资能力与产品业绩:高质量发展要求基金公司回归投资本源,摒弃规模导向与追逐热点的行为, 通过浮动管理费机制、业绩基准约束、改善绩效 ...
云栖大会召开!阿里狂投3800亿AI建设!科创人工智能ETF(589520)盘中拉升1%,单日吸金2441万元
Xin Lang Ji Jin· 2025-09-24 03:01
Core Viewpoint - The article highlights the significant growth and investment potential in the domestic AI industry, particularly through the Sci-Tech Innovation Artificial Intelligence ETF (589520), which has shown positive market performance and increased investor interest [1][2]. Group 1: Market Performance - The Sci-Tech Innovation Artificial Intelligence ETF (589520) saw a mid-day price increase of over 1%, currently up by 0.32%, with notable gains in constituent stocks such as Youke De (up over 3%) and Lanke Technology (up over 2%) [1]. - The ETF attracted 24.41 million CNY in investments yesterday, indicating strong market confidence in the sector's future [1]. Group 2: AI Infrastructure and Investment - Alibaba is actively advancing its AI infrastructure with a planned investment of 380 billion CNY, anticipating a tenfold increase in energy consumption for its global data centers by 2032 compared to 2022 [2]. - The current low penetration rate of AI users and the early-stage development of large models suggest a growing capital expenditure in AI, with significant potential for revenue growth [2]. Group 3: Domestic AI Industry Trends - The urgency for domestic AI chip production is increasing due to geopolitical tensions, with expectations for domestic computing power demand to double by 2025, creating a market potential worth hundreds of billions [2][3]. - The focus on domestic AI infrastructure is expected to lead to breakthroughs in computing power and chip technology, maintaining a favorable market outlook [3]. Group 4: ETF Highlights - The Sci-Tech Innovation Artificial Intelligence ETF (589520) is positioned to benefit from policy support and the growing AI sector, with a focus on companies that are leaders in their respective segments [3]. - The ETF offers a low-entry investment option with a high degree of flexibility, as it has a 20% price fluctuation limit, allowing for efficient capital deployment during market upswings [3].
重申3800亿的AI基础设施建设,阿里巴巴领涨4%!港股互联网ETF(513770)水下拉升涨逾1%,港股AI持续催化
Xin Lang Ji Jin· 2025-09-24 03:01
阿里云栖大会今日开幕,催化如期而至。港股AI盘中走强,阿里巴巴-W迅速冲高涨逾4%,美团-W、 快手-W涨超1%,腾讯控股、小米集团-W跟涨。港股AI核心工具——港股互联网ETF(513770)自水下 拉起,场内价格现涨逾1%。 | | 代码 7 | 简称 | 收盘价(原始币种) | 权重 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | | 0700.HK | 腾讯控股 | 645.00 | 15.6120% | 1.50 | 0.23% | | 2 | 9988.HK | 阿里巴巴-W | 153.50 | 13.3650% | -1.10 | -0.71% | | 3 | 1810.HK | 小米集团-W | 56.45 | 12.5270% | 0.25 | 0.44% | | 4 | 3690.HK | 美团-W | 100.30 | 8.1890% | 2.95 | 3.03% | | 5 | 6618.HK | 京东健康 | 65.55 | 3.7290% | -4.05 | -5.82% | | 6 | 1357.HK | 美 ...
鹏扬基金:党群阵地@你 金融知识“送上门” 让专业服务离您更近
Xin Lang Ji Jin· 2025-09-24 03:01
互动环节超热闹!居民围着讲师问投资理财、养老金储备、市场热点等问题,不少人说:"原来金融知 识和日常、家庭规划这么近""'送上门'的服务太贴心,解了理财困惑"。 9月23日下午,在北京证监局指导下,月坛街道楼宇党群服务中心邀请鹏扬基金党支部、北京证券业协 会及在京证券基金行业,带来"新时代·新基金·新价值"主题金融公益讲座,让金融服务贴近居民生活。 专题:北京公募基金高质量发展系列活动 新时代、新基金、新价值 公募基金资深讲师用通俗语言+鲜活案例,解读国内外经济形势、普及基础金融知识,还重点讲了个人 养老金融政策与规划,把专业内容变成居民能懂、能用的实用信息。 MACD金叉信号形成,这些股涨势不错! 责任编辑:石秀珍 SF183 未来,我们将继续整合优质资源,开展更多贴近居民需求的惠民活动,真正实现服务群众"零距离",不 断提升居民的获得感、幸福感和安全感。 ...