化工板块今日（9月11日）午后继续拉升，截至发稿，反映化工板块整体走势的化工ETF（516020）场 内价格涨1.08%。 成份股方面，联泓新科强势涨停，广东宏大大涨超5%，华峰化学、圣泉集团涨超4%，恩捷股份、巨化 股份、多氟多等多股涨超3%。 成份股消息面上，联泓新科9月10日回答投资者提问时表示，公司紧跟新能源行业发展趋势，联泓卫蓝 开发出的固态电池、半固态电池等新型电池关键功能材料已开始形成批量销售。 中金公司表示，政策+需求+技术三重驱动，固态电池商业化加速。固态电池凭借其较高的安全性及能 量密度优势，在新能源车、低空及消费电子等领域具备广阔的应用前景。 图片及数据来源：沪深交易所等，截至2025年9月11日。风险提示：化工ETF被动跟踪中证细分化工产 业主题指数，该指数基日为2004.12.31，发布日期为2012.4.11，指数成份股构成根据该指数编制规则适 时调整。数据显示，细分化工指数近5个完整年度收益率分别为2020年：51.68%；2021年：15.72%； 2022年：-26.89%；2023年：-23.17%；2024年：-3.83%。标的指数成份股构成根据该指数编制规则适时 调整， ...

Group 1 - Oracle's strong performance has ignited global AI enthusiasm, leading to significant gains in the A-share Apple supply chain, with the electronic ETF (515260) surging by 6.87% and a trading volume exceeding 330 million yuan [1] - The A-share Apple supply chain stocks have shown remarkable performance, with nine stocks hitting the daily limit up, including Haiguang Information and Shengyi Technology [1] - The electronic ETF has a 42.78% weight in Apple supply chain stocks, indicating a strong correlation with Apple's product launches [3] Group 2 - Dongwu Securities believes that the recent surge in the "domestic computing power" market is not over, and the current market adjustment is preparing for a healthier next round of growth [3] - The report highlights three main logical points for the anticipated large-scale market: alignment with AI trends, a strong shift towards AI chip perspectives, and the positive correlation between domestic and overseas markets [3] - The upcoming Apple product launch is expected to create investment opportunities for the supply chain, with potential increases in orders and performance for related companies [3][4] Group 3 - The ETF managers expect that the Apple launch will meet expectations without price increases, focusing on new ultra-thin phones and significant product updates [4] - The electronic ETF covers semiconductor and Apple supply chains, tracking the electronic 50 index, and includes key players in AI chips, automotive electronics, and 5G [5]

9月11日，大科技引爆，市场情绪迅速回温，券商板块午前明显发力，国海证券一度触板，现涨逾9%， 太平洋涨超6%，东方财富涨超3%，实时成交额超百亿。此外，长江证券、国盛金控、华林证券等涨幅 居前。 就券商板块而言，有望持续受益于市场向上周期。银河证券表示，在国家"稳增长、稳股市"、"提振资 本市场"的政策目标仍将持续定调券商板块未来走向，流动性适度宽松环境延续、资本市场环境持续优 化、投资者信心重塑等多方面因素共同推动板块景气度上行，中长期资金扩容预期进一步增强基本面改 善预期。 值得注意的是，自8月下旬券商板块触及阶段高点后持续震荡，板块当前估值性价比优势凸显。券商 ETF（512000）跟踪的中证全指证券公司指数市净率PB仅1．55倍，位于10年来44.8%分位点的中低区 间。 中原证券认为，受益于指数型上涨行情，券业的整体经营环境持续向好。中短周期内，如果权益市场进 一步向上拓展空间，券商指数有望保持稳步修复、震荡上涨的总体趋势，券商板块有望向两倍P/B的近 十年估值上限逐步靠拢。 券商板块近来密集吸金，上交所数据显示，券商ETF（512000）最新单日再揽2．79亿元，近20日已累 计获资金净流入超6 ...

Group 1 - Financial technology sector experienced a significant surge on September 11, with stocks like Ronglian Technology hitting the daily limit and others like Zhinan Zhen and Dazhihui rising over 6% [1] - The Financial Technology ETF (159851) saw its price exceed 3%, breaking through previous consolidation levels, with a real-time transaction volume exceeding 1 billion yuan and nearly 2 million shares being actively traded [1] Group 2 - Dongwu Securities indicated that the financial technology sector is currently at a low in terms of fundamentals and valuations, presenting significant allocation value. They expect the sector to enter an upward trajectory as policies strengthen and the economy stabilizes [3] - According to Guangfa Securities, both policy and capital market dynamics are driving the upward trend in financial technology. They estimate that new capital entering the market could reach approximately 500 billion yuan by 2025 [3] - The 2025 Politburo meeting emphasized enhancing the attractiveness and inclusiveness of the domestic capital market, which is expected to support the growth of traditional brokerage firms and expand online trading and digital advisory sectors [3] Group 3 - The Financial Technology ETF (159851) and its linked funds are recommended for investment, covering a wide range of themes including internet brokerages, financial IT, cross-border payments, and AI applications. As of September 8, the ETF's latest scale exceeded 10 billion yuan, with an average daily transaction volume of over 1.3 billion yuan [4]

Group 1 - The core viewpoint highlights the strong performance of the domestic AI industry, with the Sci-Tech Innovation AI ETF (589520) experiencing a significant intraday increase of 4.27% and a current rise of 2.91%, indicating active trading with a real-time transaction amount exceeding 430 million yuan [1] - Key stocks within the ETF, such as Cambricon, Yuntian Lifei, and Xinghuan Technology, have shown substantial gains, with Cambricon rising over 9% and others increasing by more than 6% [1] - OpenAI has signed a $300 billion agreement with Oracle for computing power over five years, leading to a 36% surge in Oracle's stock price, which resulted in a market capitalization increase of approximately $250 billion in a single day [3] Group 2 - The domestic computing power industry is experiencing significant growth, with the number of standard racks in use reaching 10.85 million and the intelligent computing power scale reaching 788 EFLOPS as of June this year [3] - The urgency for domestic computing power replacement is increasing due to U.S. restrictions on advanced chip exports to China, emphasizing the need for independent design and production of high-end AI chips in China [3] - The recent policy document on implementing the "Artificial Intelligence +" initiative is expected to catalyze the industrialization of AI, with a focus on hardware-software collaboration and the establishment of AI infrastructure [4] Group 3 - The Sci-Tech Innovation AI ETF (589520) has undergone a share split, reducing the trading threshold from approximately 120 yuan to about 60 yuan, making it more accessible for investors [4] - The ETF is positioned to benefit from the rapid advancement of AI technology, with a focus on domestic alternatives and information security amid ongoing technological tensions [5] - The top ten holdings of the ETF account for over 71.66% of its weight, with the semiconductor sector representing more than 54.1%, indicating a concentrated and aggressive investment strategy [5]

随着权益市场趋热，行情日见活跃，养老FOF产品的特点及优势在当前市况中再次光泽倍显。这其中， 华宝稳健养老FOF A（007255）以近一年13.04%的收益率、同类基金排名前1/4的水准*，进入了许多投 资者的重点关注list并获得认可。 注：业绩数据统计截至2025.8.29，近1年同类排名19/80，基金分类标准为：银河证券基金三级分类-养 老目标风险FOF（权益资产0-30%）（A类）。相关数据已获托管行复核。 业界人士指出，FOF基金的突出优势是可以开展大类资产配置， 而养老产品一般风险收益特征相对稳 健，因此养老FOF基金一方面细水长流，能做到"岁月抚人心"；另一方面在基金契约的范围内，又可 随"市"而动，让投资组合的风险收益更具性价比。2024年下半年以来，以华宝稳健养老FOF（A类 007255；Y类017271）为代表的一批养老FOF产品即依托有效的资产配置，并把握住主要资产市场的系 统性机遇，呈现出靓丽的净值上扬态势，为广大投资人做好资产储备、向安乐晚年过渡提供了良好选 择。 孙梦祎 华宝基金养老金部总经理助理 优秀的业绩体现出华宝稳健养老FOF基金经理孙梦祎在资产配置框架上的细致维度，亦 ...

Group 1 - The stock market has shown significant volatility in the optical communication sector, but many institutions remain optimistic about the long-term performance of the AI computing power sector [1] - Guosheng Securities noted that despite emotional adjustments in the market, large orders and strong demand in the overseas AI computing power sector confirm the stability of the optical module industry's fundamentals [1] - Western Securities believes that with the rapid development of generative AI models and accelerated application deployment, the infrastructure for AI computing power will continue to iterate and is expected to accelerate layout [1] Group 2 - The ChiNext 50 ETF (159949) was established in June 2016 and tracks the ChiNext 50 Index, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market [2] - The fund manager highlighted that the ChiNext 50 Index gathers growth stocks in advantageous sectors such as information technology, new energy, financial technology, and pharmaceuticals, indicating high long-term allocation value [2] - Investors can trade the ChiNext 50 ETF directly through stock accounts or via linked funds, and it is recommended to adopt a systematic investment approach to mitigate short-term volatility risks [2] Group 3 - On September 11, the three major stock indices strengthened, with the ChiNext index rising by 4.31% to 3029.58 points, leading to a 5.11% increase in the ChiNext 50 ETF (159949) [3] - The ETF's top ten holdings all saw gains, with notable increases in stocks such as Zhongji Xuchuang (up 13.98%) and Xinyi Sheng (up 12.08%) [3] - The trading volume for the ChiNext 50 ETF reached 1.999 billion yuan, with a turnover rate of 8.40%, making it the top performer among similar ETFs [3]

有消息称，美方或将把矛头对准中国创新药BD。隔夜外媒报道，一项草拟的行政命令威胁要切断从中 国引进创新药的通道，一是针对美国制药公司从中国药企收购药物权益的交易，二是试图阻止制药企业 依赖来自中国患者的临床试验数据。 影响多大？分析认为，该草案或类似于去年的生物安全法案，大概率无法落地，但可能会围绕是否发布 进行一系列的博弈。去年CXO已验证医药脱钩断链不可行，相信中国创新药产业也将承受住压力测 试。目前中国已成为全球创新药不可动摇的源头，中国创新药的崛起不可逆转，这是全球创新资源优化 配置的结果。 创新药波动加剧！9月11日，创新药纯度100%的港股通创新药ETF（520880）低开后一度下挫逾7%， 而后震荡回升，午间收跌3.79%。场内或涌入巨量"抄底"资金，520880持续宽幅溢价，溢价率一度飙至 0．99%，半日成交6．81亿元，已大幅超过上日全天成交额。 | 分时 多日 · | | | F9 盘前盘后 宿加 九轮 图线 工具 @ (2 )> | | | | | | 港股通创新药ETF ① | | | --- | --- | --- | --- | --- | --- | --- | --- | - ...

成份股方面，海光信息涨超19%，中际旭创涨逾12%，新易胜涨逾11%，寒武纪涨近10%。 今日（9月11日）科创板+创业板携手大涨，覆盖两个板块高成长龙头的硬科技宽基——双创龙头ETF （588330）场内价格盘中猛拉5．12%，实时成交额超5700万元，交投活跃，场内溢价交易，买盘资金 强势！ 1、分散风险，避免"把鸡蛋放在一个篮子里"：科技行业细分领域众多（如半导体、AI、新能源、创新 药等），技术迭代快，个股波动大。宽基指数一篮子买入一揽子成份股，能有效平滑单一赛道或个股的 拉长时间来看，双创龙头ETF（588330）标的指数近1月累计上涨31.94%，霸居全市场所有宽基指数涨 幅榜第一！ | 指数研究》宽基指数: (共 48 只) 清空条件 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | | 序号 代码 | 场内各称 | 关联ETF | | 当日涨幅+ | | | | | | 数量冷 | 规模÷ | | 近5日キ | | | 1177 | 931643 科创创业500 | 15 | 313.81亿 | 5.37% | 5.48% ...

Group 1 - The chemical sector experienced fluctuations on September 11, with the chemical ETF (516020) showing a slight decline of 0.14% as of the report time [1] - Certain stocks within the chemical sector, such as lithium battery and synthetic resin companies, saw significant gains, with Lianhong Xinke hitting the daily limit and Enjie shares rising nearly 6% [1] - Conversely, stocks in the phosphate fertilizer, petrochemical, and nitrogen fertilizer sectors underperformed, with Hongda shares dropping over 2% [1] Group 2 - The chemical ETF (516020) has attracted substantial investment, with a total inflow of 560 million yuan over the past five trading days and over 1 billion yuan in the last ten trading days [1] - The pesticide industry is experiencing a reduction in inventory, with the total inventory-to-asset ratio for the pesticide sector at 13.94% as of June 30, 2025, down 0.12 percentage points from March 31 [3] - The chemical ETF's underlying index has a price-to-book ratio of 2.26, indicating a relatively low valuation compared to the past decade, suggesting a favorable long-term investment opportunity [3] Group 3 - Future policies are expected to address industry challenges, potentially leading to a recovery in the currently struggling chemical sector [4] - Domestic policies frequently mention supply-side requirements, while international factors such as rising raw material costs and capacity reductions in Europe and the U.S. add uncertainty to chemical supply [5] - The chemical ETF (516020) provides a diversified investment approach, covering various sub-sectors within the chemical industry, with nearly 50% of its holdings in large-cap stocks [5]