金融科技ETF华夏紧密跟踪中证金融科技主题指数，截至2025年12月31日，中证金融科技主题指数(930986)前十大权重股分别为东方财富(300059)、同花顺 (300033)、指南针(300803)、恒生电子(600570)、润和软件(300339)、东华软件(002065)、新大陆(000997)、广电运通(002152)、银之杰(300085)、四方精创 (300468)，前十大权重股合计占比51.09%。 截至2026年1月6日 14:33，中证金融科技主题指数强势上涨4.38%，成分股星环科技20.00CM涨停，同花顺上涨10.82%，大智慧10CM涨停，指南针、财富趋 势等个股跟涨，金融科技ETF华夏(516100)上涨4.35%， 冲击8连涨。 资金流入方面，金融科技ETF华夏近19个交易日内有10日资金净流入，合计"吸金"2911万元。 相关分析指出，金融IT领域受数字人民币升级驱动迎来系统迭代需求，央行出台启动数字人民币2.0 版，推动数字人民币在付息并可以自主开展资产负债经 营管理；第三方支付领域在跨境业务获得多重政策支持，通过多种方式强化风险防控与效率，数字金融服务平台搭建及与多国地 ...

Core Viewpoint - The A-share market continues to show strong performance, with the Shanghai Composite Index rising over 1% and reaching a ten-year high, driven by the financial technology ETF Huatai-PineBridge (159103) which has surged 3.08% and is on track for an eight-day winning streak [1][5]. Group 1: Financial Technology ETF Performance - The financial technology ETF Huatai-PineBridge (159103) has seen significant trading volume, surpassing the previous day's total trading volume [1]. - The top ten constituent stocks of the ETF include notable companies such as Tonghuashun, Dongfang Caifu, and Zhinan Zhen, with substantial price increases, including a 15% rise for Xinghuan Technology and over 8% for Tonghuashun [2][5]. Group 2: Market Dynamics and Trends - The financial technology sector is benefiting from increased market activity, with a 63% year-on-year growth in average daily trading volume expected in 2025, reaching 1.73 trillion yuan [3]. - The A-share market opened strongly in 2026 with a trading volume of 2.56 trillion yuan on the first trading day, indicating a continuation of active trading conditions that favor internet financial services [3]. Group 3: AI Integration in Financial Technology - The financial IT sector is poised for rapid growth due to the integration of AI technologies, which are enhancing various financial applications and driving up valuations [4]. - Recent AI trends have shown that financial technology has outperformed most sectors during significant AI market rallies, indicating a strong correlation between AI advancements and financial technology performance [4]. Group 4: Investment Opportunities - The financial technology ETF Huatai-PineBridge (159103) is highlighted as a key investment opportunity, covering a range of high-growth sectors including internet brokerage, financial IT, AI applications, and cross-border payments [6].

1月6日，恒生电子盘中上涨2.02%，截至09:53，报31.36元/股，成交4.48亿元，换手率0.76%，总市值 594.00亿元。 资金流向方面，主力资金净流入1870.47万元，特大单买入4739.86万元，占比10.58%，卖出3205.15万 元，占比7.16%；大单买入9849.49万元，占比21.99%，卖出9513.73万元，占比21.24%。 恒生电子今年以来股价涨4.01%，近5个交易日涨4.60%，近20日涨7.32%，近60日跌7.82%。 机构持仓方面，截止2025年9月30日，恒生电子十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股9212.70万股，相比上期减少4078.07万股。华泰柏瑞沪深300ETF（510300）位居第五大流 通股东，持股2572.74万股，相比上期减少121.89万股。华宝中证金融科技主题ETF（159851）位居第六 大流通股东，持股2494.46万股，为新进股东。中国证券金融股份有限公司位居第七大流通股东，持股 2493.72万股，持股数量较上期不变。易方达沪深300ETF（510310）位居第九大流通股东，持股1862.73 万股， ...

今日（1.5），沪指加速上涨超1%重返4000点，算力板块再度强势，云计算ETF汇添富（159273）大幅收涨超3%，全天成交额超3000万元，环比放量33%。 云计算ETF汇添富（159273）标的指数权重股多数收红：金山办公涨超6%，中际旭创、阿里巴巴-W、中科曙光涨超2%，浪潮信息、恒生电子涨近2%，腾 讯控股微涨。 | 序号 | 代码 | 名称 | 估算权重 ▼ | 涨跌幅 | 历了不容负 | | --- | --- | --- | --- | --- | --- | | 1 | 300308 | 中标准创 | 11.14% | 2.21% | 186.59亿 | | 2 | 300502 | 新易感 | 11.02% | -0.99% | 153.60亿 | | 3 | 0700 | 腾讯控股 | 10.09% | 0.24% | 124.50亿 | | 4 | 9988 | 阿里巴巴-W | 9.52% | 2.55% | 156.82亿 | | ਦ | 603019 | 中科脂光 | 6.88% | 2.52% | 52.34Z | | 6 | 688111 | 金山办公 | 3.97% | 6 ...

格隆汇1月5日丨恒生电子(600570.SH)在投资者互动平台表示，公司没有投资沐曦股份。 ...

（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问贵公司是否持有沐曦股份的股份？ 恒生电子（600570.SH）1月5日在投资者互动平台表示，公司没有投资沐曦股份。 ...

今天分享的是：2025全球资管深研报告：全球智能投顾全景图 报告共计：28页 智能投顾崛起：一场金融民主化的科技革命 近年来，随着金融科技与传统财富管理的深度融合，一种名为"智能投顾"的自动化理财服务正在全球范围内悄然兴起。这份来自专业机构的深度报告，为我 们揭开了这一新兴行业的发展全景。报告指出，智能投顾的核心优势在于其低成本、高可及性与操作便捷性，它通过算法自动构建并管理投资组合，显著降 低了专业理财服务的门槛与费用，使得大众投资者能够随时随地享受以往仅面向高净值人群的资产配置服务。从早期的在线问卷工具，到全流程自动化，再 到"人机结合"的混合模式，直至当前由生成式AI驱动的超个性化智能代理，智能投顾已经完成了数次代际跃迁，其愿景始终围绕着"金融民主化"展开。 从全球市场格局来看，智能投顾行业正呈现高速扩张态势，预计到2033年市场规模将突破千亿美元。其中，美国市场占据绝对主导地位，形成了由传统资管 巨头与独立金融科技公司构成的"三超多强"竞争局面。欧洲市场则呈现出特色化发展路径，例如德国凭借独特的"ETF储蓄计划"文化积累了庞大的用户基 础。尽管中国智能投顾起步较晚，但受益于居民财富管理需求的快速增长以 ...

Group 1 - The core viewpoint of the news is the strong performance of the China Securities Financial Technology Theme Index and its constituent stocks, driven by the People's Bank of China's new action plan for digital currency management and infrastructure [1][2] - The China Securities Financial Technology Theme Index (930986) rose by 1.40%, with notable increases in constituent stocks such as Xinghuan Technology (688031) up 14.55%, Zhongke Jiangnan (301153) up 12.28%, and Lakala (300773) up 8.80% [1] - The Financial Technology ETF Index (563670) also saw an increase of 0.76%, marking its sixth consecutive rise, with the latest price reported at 0.92 yuan [1] Group 2 - The People's Bank of China's action plan for digital currency will officially start on January 1, 2026, introducing a new measurement framework, management system, operational mechanism, and ecosystem for the digital renminbi [1][2] - Key highlights of the action plan include interest payments on digital renminbi wallet balances, integration of digital renminbi into the reserve requirement framework for banking institutions, and a 100% reserve requirement for non-bank payment institutions [1][2] - The upgrade from M0 to M1 for digital currency is expected to significantly enhance its attractiveness, providing users with cash-like convenience and banks with asset-liability management capabilities [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the China Securities Financial Technology Theme Index accounted for 53.31% of the index, including companies like Tonghuashun (300033) and Dongfang Caifu (300059) [3]

Core Insights - The fourth Qingdao Digital Financial Innovation Competition successfully concluded, focusing on the theme "Leading the Financial Wave with Data, Wisdom Gathering Wealth in Qingdao" and achieving a strategic shift from "single-point breakthroughs" to "systematic tackling" [1][6] Group 1: Competition Overview - The competition featured two main units: "Outstanding Financial Technology Projects" and "Financial Technology Challenge," selecting a range of forward-looking, practical, and replicable industry-level solutions to support high-quality regional digital financial development [1][6] - A total of 28 outstanding projects were recognized, showcasing the hard power and diversified layout of local financial institutions in their digital transformation [7] Group 2: Award-Winning Projects - The first prize projects included Qingdao Rural Commercial Bank's "Technology Financial Empowerment Project based on Big Data Analysis and Privacy Computing," China Merchants Bank Qingdao Branch's "Qing Chain Pass," and Qingdao Bank's "Smart Credit Assistant System Construction Project," representing the highest level in data value release, supply chain financial ecosystem construction, and credit intelligence transformation [7] - Other notable projects included Industrial and Commercial Bank of China Qingdao Branch's "General Plug-and-Play Large Model Empowerment System," Rizhao Bank Qingdao Branch's "New Paradigm for Agricultural Product Pledge Business," and Bank of Communications Qingdao Branch's "Smart Anti-Fraud Risk Control Ecosystem," reflecting a comprehensive digital innovation landscape in Qingdao's financial sector [2][7] Group 3: Technology Companies Participation - Top technology companies such as 360 Digital Security, iFLYTEK, Ant Blockchain, and Hang Seng Electronics participated in the "Financial Technology Challenge," submitting high-scoring solutions that matched the core pain points identified by financial institutions [3][8] - A total of 21 benchmark solutions were selected, including 360 Digital Security's "Host Protection System Thinking," which won the "Network Security Protection and Micro-Isolation Technology" category, and iFLYTEK's AI digital human application that supports over 130 languages and enhances financial services [8][9] Group 4: Collaborative Mechanism - The competition introduced a collaborative mechanism involving three organizing bodies and four financial institutions, addressing the challenges of resource fragmentation and demand diversification in financial innovation [4][10] - Joint lists focused on key aspects of digital financial scene implementation, elevating the goals from individual institutional needs to addressing systemic challenges affecting regional financial development [10] Group 5: Ecosystem Development - The Qingdao Digital Financial Innovation Competition has evolved into a significant platform for deepening financial supply-side structural reform and building a regional financial technology innovation ecosystem [11] - The competition has successfully established a fusion system of "government guidance, enterprise leadership, and market operation," facilitating the transition of innovative results from the laboratory to practical applications [11][12]

Group 1 - The core point of the news is that Hengsheng Electronics has seen a stock price increase of 1.09%, reaching 30.53 yuan per share, with a total market capitalization of 57.828 billion yuan as of the report date [1] - Hengsheng Electronics, established on December 13, 2000, and listed on December 16, 2003, primarily develops application software for industries such as securities, banking, and funds, with software revenue accounting for 99.45% of its total revenue [1] - The company reported a trading volume of 2.57 billion yuan and a turnover rate of 0.45% [1] Group 2 - Huatai-PB Fund's Huatai-PB CSI 300 ETF (510300) reduced its holdings in Hengsheng Electronics by 1.2189 million shares in the third quarter, now holding 25.7274 million shares, which is 1.36% of the circulating shares [2] - The Huatai-PB CSI 300 ETF has a total scale of 425.581 billion yuan and has achieved a year-to-date return of 21.06%, ranking 2631 out of 4195 in its category [2] - The fund manager, Liu Jun, has a tenure of 16 years and 214 days, with the best fund return during his tenure being 148.64% [2] Group 3 - The Huatai-PB Cloud Computing ETF (159738) also reduced its holdings in Hengsheng Electronics by 232,700 shares in the third quarter, now holding 327,900 shares, which represents 2.23% of the fund's net value [3] - The Cloud Computing ETF has a total scale of 5.07 billion yuan and has achieved a year-to-date return of 79.86%, ranking 139 out of 4195 in its category [3] - The fund manager, Li Qian, has a tenure of 6 years and 58 days, with the best fund return during her tenure being 95.7% [4]