来源：新浪基金 苹果宣布将向美国本土追加投资1000亿美元，且未来4年投资总额将达到6000亿美元。隔夜，苹果美股 大涨5% 浙商证券研报指出，苹果作为消费电子终端龙头，竞争优势仍强大，在新一轮创新周期中有望继续引领 行业增长，终端销量有望超预期，或将带来产业链上游相关设备在需求端的弹性超预期 或受相关催化，8月7日早盘，消费电子&PCB携手冲高果链龙头工业富联、蓝思科技、立讯精密涨超 5%，PCB龙头鹏鼎控股涨超3%，东山精密涨逾1%。 热门ETF方面，拼盘"PCB+半导体+消费电子"等方向的电子ETF（515260）场内价格盘中涨逾1．6%， 现涨0．93%，冲击日线4连阳。 【创"芯"科技，硬核崛起】 拼盘"PCB+半导体+消费电子"等方向的电子ETF（515260）及其联接基金（A类：0C类：012551）被动 跟踪电子50指数，重仓半导体、消费电子行业，在计算机设备、光学光电子、元件等领域亦有布局；全 面覆盖AI芯片、汽车电子、5G、云计算、印制电路板（PCB）等热门产业；一键布局A股电子核心资 产，如立讯精密、中芯国际、海光信息、寒武纪-U等。 风险提示：电子ETF被动跟踪中证电子50指数，该指数 ...

沪指涨0.1%，深成指涨0.1%，创业板指涨0.02%。 （更新中） 09:34 现货黄金触及3380美元 沪指涨0.1%，深成指涨0.1%，创业板指涨0.02%。PEEK材料概念再度走强，中船系、减速器概念持续 活跃，苹果产业链追随隔夜美股涨势，工业富联跳空高开5%再创历史新高；超级水电概念继续下挫， 减肥药、液冷概念回调。 | 全A | 涨 2162 | | --- | --- | | 序号 代码 | 现价 | | 1 | | | 2 | 399001 深证成指 11189.49c 11.71 0.10% | | ന | 899050 北证50 | | ব 881001 万得全A | 5684.74c | | 000688 牡丹20 5 | 1059.84c | | 6 | 399006 创业板指 2359.42c 0.47 0.02% | 09:21 港股开盘｜恒指涨0.29% 阿里巴巴涨2% 恒指高开0.29%，恒生科技指数涨0.27%。科网股普遍走强，阿里巴巴涨2%；医药股持续活跃，百济神 州首现半年度盈利高开1%；赤子城科技大涨9%，上半年盈利预增超100%。 | 代码 | 现价 | | --- ...

【 导读 】 韩国投资管理KIM推出中国AI ETF 中国基金报记者 吴娟娟 日前，韩国投资管理（ KIM ） 推出 KIM ACE中国AI大科技TOP2+主动ETF （ KIM ACE China AI Big Tech TOP2+Active ETF）。该 ETF跟踪Solactive编制的中国AI大科技Top 2+指数，并 已于韩国上市，旨在 捕捉中国在人工智能、数字平台和智能工业技术领域的 机 会。 KIM为韩国知名的投资管理公司，成立于1974年。截至2025年6月底，其资产管理规模为403亿美元 （ 约合2895亿元人民币 ） 。 Solactive是总部位于德国的指数提供商，成立于2007年， 在 全球 范围内 运营。 底层指数AI特色鲜明。 Solactive中国AI大科技Top 2+指数专注于 两大领域 ：认知技术与数字平台 和 智能系统与工业技术。该指数从每 个类别中选择25家公司， 共覆盖50家公司。Solactive 使用自然语言处理算法，按主题相关性 对公司 进行排名。 为了便于海外投资者复制指数， 符合条件的公司 需 在 港交所上市或 进入 沪港通、深港通名单 。 单只股票 最低市 ...

截至2025年8月6日 09:47，中证工业互联网主题指数(931495)下跌0.10%。成分股方面涨跌互现，高德红 外(002414)领涨6.69%，紫光国微(002049)上涨1.51%，网宿科技(300017)上涨1.35%；工业富联(601138) 领跌1.85%，均胜电子(600699)下跌1.21%，瑞芯微(603893)下跌1.14%。工业互联ETF(159778)最新报价 0.88元。 消息面上，继八部门印发《机械工业数字化转型实施方案》，8月5日，七部门印发《关于金融支持新型 工业化的指导意见》强调推进新型工业化，到2027年，支持制造业高端化智能化绿色化发展的金融体系 基本成熟。引导银行为集成电路、工业母机、医疗装备、服务器、仪器仪表、基础软件、工业软件、先 进材料等制造业重点产业链技术和产品攻关提供中长期融资。 机构指出，连续出台多项重磅政策赋能智能制造，AI+工业制造是高质量发展的必然要求，是目前"人 工智能+"落地后的第一个细分领域。 工业互联ETF紧密跟踪中证工业互联网主题指数，中证工业互联网主题指数选取50只涉及工业互联网硬 件制造、软件开发和应用服务等业务的上市公司证券作为指数 ...

个股方面，融资净买入前十的股票分别为：政金债（10.83亿元）、胜宏科技（5.05亿元）、HK创新药（3.73亿元）、宁德时代（3.63亿元）、科创智能 （2.04亿元）、指南针（1.92亿元）、工业富联（1.58亿元）、药明康德（1.39亿元）、光迅科技（1.30亿元）、TCL科技（1.28亿元）。 杠杆资金依旧青睐"核心资产"和市场市场热门标的，概念方面，专精特新、新能源车、机器人、央国企改革、华为等相关方向获得融资客的关注。 昨日，A股收盘创下新高，上证指数一鼓作气再次站上3600点，沪深京三市成交额升至1.62万亿元，环比增长977亿元，市场赚钱效应飙升，杠杆资金亦继续 加仓，两融余额时隔10年再次站上2万亿。 上一次在2万亿之上，还要追溯到2015年7月2日，彼时沪指约4000点，正值2014-2015年大牛市的结束阶段。 8月6日最新数据显示，融资融券余额升至2.00万亿元，环比增长89.46亿元。其中融资余额升至1.99万亿元，环比增长87.06亿元；融券余额升至139.48亿元， 环比增长2.40亿元。 来源：金融界 融资净卖出前十的股票分别为：新易盛（-3.28亿元）、中信证券（-3.08亿 ...

8月5日，拼盘"PCB+半导体+消费电子"等方向的电子ETF（515260）场内价格盘中摸高0．73%，现涨 0．52%。上交所数据显示，该ETF资金近两日或转为资金净流入。 【创"芯"科技，硬核崛起】 基本面上，业绩为王！细分方向迎"喜报潮"，电子板块情绪高涨！截至8月3日，中证有色金属指数覆盖 的50家上市公司中，已有17家披露2025年中报业绩预告，其中16家预告盈利，占比超九成；15家预告净 利润同比正增长，6家预告净利润预计翻倍增长，士兰微归母净利最高同比预增1203%，闻泰科技归母 净利最高同比预增317%，暂居前二。 | 序号 | 证券代码 | 证券商标 | 预告净利润下限 | | 预告净利润上限 | 预售净利润同比增长下限 | 预告净利润同比增长上限 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | [报告期] 2025中报 | | [报告期] 2025中报 [报告期] 2025中报 | [报告開] 2025中报 | | | | | | [单位] 亿元 | [单位] 亿元 | [单位] % | [中国] 米1 | | | 1 ...

Core Viewpoint - A-share companies have reported better-than-expected performance in the first half of the year, attracting market attention and investment despite a challenging economic environment [1] Group 1: Performance Highlights - 59 stocks have been identified as having exceeded market expectations, with notable companies including CATL, Industrial Fulian, Zijin Mining, Muyuan Foods, and WuXi AppTec [1] - The sectors with the most stocks exceeding expectations include power equipment, machinery, electronics, automotive, defense, and basic chemicals, with power equipment having the highest representation [1] - 18 stocks reported a net profit growth of over 100% in the first half of the year [1] Group 2: Specific Company Performances - Zhimin Da achieved a net profit of 0.38 billion yuan, a year-on-year increase of 21.48 times, driven by significant order growth in embedded modules, particularly in AI products [2] - Shijia Photon reported total revenue of 0.993 billion yuan, a 121.12% increase, with overseas revenue growing by 323.59% [2] - Suotong Development expects a net profit of 0.45 to 0.54 billion yuan for the first half of 2025, reflecting a year-on-year increase of 13.35 to 16.22 times due to favorable market conditions in the aluminum industry [2] Group 3: Market Performance and Investment Trends - The average increase for the 59 stocks that exceeded expectations was 37.45% year-to-date, significantly outperforming the Shanghai Composite Index [4] - Six stocks have doubled in value, including Shijia Photon and Zhimin Da [4] - Notable financing activity has been observed, with 18 stocks seeing net purchases exceeding 100 million yuan since July, including New Yi Sheng and WuXi AppTec [4] Group 4: Noteworthy Forecasts - New Yi Sheng anticipates a net profit of 3.7 to 4.2 billion yuan for the first half of the year, representing a year-on-year growth of 327.68% to 385.47% [6] - The company benefits from increased investment in AI-related computing power and a shift towards high-speed product demand [6]

Core Viewpoint - The A-share market is experiencing a phase of intensive disclosure of semi-annual reports, with companies that exceed expectations receiving significant attention from the market, indicating a positive influx of capital despite a complex economic environment [1] Group 1: Performance Highlights - A total of 59 stocks have been recognized by brokerage institutions for exceeding performance expectations, including major companies such as CATL, Industrial Fulian, Zijin Mining, Muyuan Foods, and WuXi AppTec [3] - The electric equipment industry stands out with 8 stocks making the list of exceeding expectations, reflecting a high overall industry prosperity [4] - 18 stocks reported a net profit growth of over 100% in the first half of the year, with Zhimin Da achieving a remarkable net profit growth of 21.48 times, driven by significant order growth in embedded modules and strong performance in missile and AI products [4] Group 2: Market Trends - The 59 stocks that exceeded expectations have seen an average increase of 37.45% year-to-date, significantly outperforming the Shanghai Composite Index [5] - Six stocks have doubled in value, including Shijia Photon, Jieput, Xinyi Sheng, Zhenyu Technology, Zhimin Da, and Craft Home [5] - Financing funds have shown strong interest in stocks with exceeding performance, with 18 such stocks seeing a net buy-in of over 100 million yuan since July, led by Xinyi Sheng with a net buy-in of 3.406 billion yuan [5] Group 3: Industry Leaders - Industry leaders such as WuXi AppTec, CATL, Zijin Mining, and Zhongji Xuchuang have also seen significant increases in financing, reinforcing their investment value due to their technological advantages and market positions [5] - Suotong Development is expected to report a net profit of 450 million to 540 million yuan in the first half of 2025, representing a year-on-year growth of 13.35 to 16.22 times, benefiting from rising pre-baked anode prices and strong market demand [5]

Group 1 - The core viewpoint of the article highlights that 59 stocks have reported "better than expected" performance according to brokerage institutions, including major companies with market capitalizations exceeding 100 billion [1] - Notable companies that reported exceeding expectations include CATL, Industrial Fulian, Zijin Mining, Muyuan Foods, Zhongji Xuchuang, and WuXi AppTec [1] - Following the announcement of these better-than-expected performance data, several stocks have seen significant increases in net purchases from financing clients, with 18 stocks having net purchases exceeding 100 million since July [1]

Summary of Conference Call Records Industry Overview - The conference call discusses the North American cloud service providers (CSPs) and the PCB (Printed Circuit Board) industry, particularly focusing on the demand for computing power driven by major tech companies like Google, Meta, Microsoft, and Amazon [1][2][4][5][13]. Key Points and Arguments Capital Expenditure Trends - Major tech companies have significantly increased their capital expenditure forecasts for data centers and cloud infrastructure, indicating a sustained demand for computing power. Amazon's expected capital expenditure for the year is projected to reach between $110 billion and $120 billion [1][4]. - Google raised its 2025 capital expenditure forecast from $75 billion to $85 billion, with further increases expected in 2026 [2]. - Meta's capital expenditure for 2025 is anticipated to be between $66 billion and $72 billion, with a confirmation of an additional $30 billion increase in 2026 [2]. - Microsoft reported a capital expenditure of $24.2 billion for the quarter, with expectations to exceed $30 billion in Q1 2026 [2]. PCB Companies Performance - Core PCB companies are experiencing a tight supply-demand situation, leading to significant stock price increases, reflecting market confidence in the growth of computing power demand [5][6]. - Key recommended PCB companies include: - **沪电 (Hui Dian)**: Expected to triple its output value, with a market capitalization potential of $150 billion to $200 billion, driven by major clients like Google, AWS, Meta, and OpenAI [6][7]. - **鹏鼎 (Peng Ding)**: Benefiting from Apple's hardboard business and flexible computing PCB business, with significant capacity expansion plans [6][7]. - **生益科技 (Sheng Yi Technology)**: Capable of switching over 50% of its capacity to AI-related products, with a strong presence in the North American market [6][7]. Future Outlook - The PCB industry is expected to see explosive growth in computing power demand in 2026, leading to increased tension in the supply chain [5][13]. - 生益电子 (Sheng Yi Electronics) is increasing its exposure in the ASIC field, with significant revenue contributions expected from clients like AWS, Google, and Meta [3][8]. - 深南电路 (Shen Nan Circuit) is positioned to enter the GPU and ASIC supply chains, with promising developments in new technology areas [10][11]. Additional Important Insights - The domestic PCB industry is on an upward trend, with CSP manufacturers continuously raising their capital expenditure expectations, positioning domestic PCB companies as global leaders in technology and capacity expansion [13]. - The anticipated shipment volume of NVIDIA GPU chips is expected to reach 4.5 to 5 million units by 2025, indicating robust growth in the semiconductor sector [14]. - The ASIC server supply chain is primarily dominated by Google and AWS, with Meta expected to increase its involvement starting in 2026 [16]. Conclusion - The conference call highlights a strong growth trajectory for the cloud computing and PCB industries, driven by increased capital expenditures from major tech companies and a tightening supply-demand balance in the PCB market. The outlook for key players in the PCB sector appears promising, with significant opportunities arising from the growing demand for AI and computing power.