据统计，南下资金已连续5日净买入中芯国际，共计29.4096亿港元；连续4日净买入腾讯，共计19.7926亿港元；连续4日净买入中海油，共计35.2亿港元。 (格隆汇) 净买入中芯国际11.43亿、腾讯控股10.3亿、华虹半导体9.86亿、中国海洋石油5.44亿、泡泡玛特4.89亿、中兴通讯3.2亿、优必选1.98亿、地平线机器人-W 1.75亿； 净卖出阿里巴巴-W 19.85亿、理想汽车-W 8.12亿、小米集团-W 1.17亿。 格隆汇10月27日｜南下资金今日净买入港股28.73亿港元。其中： | | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 中芯国际 | 3.5% | -0.02 | 65.95 Z | 阿里巴巴-W | | 阿里巴巴-W | 3.2% | -12.04 | 58.69亿 | 中芯国际 | | 小米集团-W | -0.3% | 4.57 | 45.42 L | 小米集团-W | | 腾讯控股 | 2.9% | 12.56 | 36.30 Z | 华虹半导体 | | 华 ...

南向资金今日净买入28.73亿港元。其中中芯国际、腾讯控股、华虹半导体净买入额位列前三，分别获 净买入11.43亿港元、10.3亿港元、9.86亿港元。净卖出方面，阿里巴巴-W、理想汽车-W、小米集团-W 分别遭净卖出19.85亿港元、8.13亿港元、1.17亿港元。 ...

Group 1 - The core viewpoint of the article highlights the significant performance of "doubling funds" in the market, particularly those heavily invested in the AI-related sectors such as optical communication, PCB, and semiconductors, which have seen substantial stock price increases in the third quarter [2][4]. - As of October 24, over 30 funds have achieved doubling returns this year, with the top-performing fund, Yongying Technology Smart Selection A, reporting a total return of 206.10% and a management scale increase from 11.66 billion to 115.21 billion [4]. - The top holdings of Yongying Technology Smart Selection A include stocks like Xinyi Technology, Zhongji Xuchuang, and Tianfu Communication, all of which recorded significant gains, contributing to the fund's high performance [4][6]. Group 2 - Another notable fund, China Europe Digital Economy A, achieved a year-to-date return of 138.72%, with its scale growing from 15.27 billion to 130.21 billion, indicating strong capital inflow [5]. - The top holdings of China Europe Digital Economy A include Xinyi Technology, Alibaba-W, and Zhongji Xuchuang, with many of these stocks also showing over 50% gains in the third quarter [5]. - The concentration of certain core stocks across multiple "doubling funds" indicates a strong market consensus and capital concentration in high-growth sectors [5]. Group 3 - The third quarter saw a continuation of strong performance in high-growth stocks, with Xinyi Technology rising by 187.96%, Tianfu Communication by 110.76%, and Huadian Shares by 72.55%, which were key drivers for the "doubling funds" [6]. - The acceleration of the AI industry has become a dominant theme, with major tech companies rapidly advancing their commercialization processes and investing heavily in data centers and computing power [8]. - The investment landscape for computing power is evolving, with predictions for significant developments in the industry by 2026, particularly in optical communication and PCB sectors, expected to see new technology convergence by 2027 [9].

Market Overview - The Shanghai Composite Index rose by 1.18% on October 27, with 28 out of 31 sectors experiencing gains, led by the communication and electronics sectors, which increased by 3.22% and 2.96% respectively [1] - The media, food and beverage, and real estate sectors saw declines of 0.95%, 0.20%, and 0.11% respectively [1] Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 136 million yuan, with 12 sectors seeing net inflows [1] - The electronics sector had the highest net inflow of funds, totaling 6.112 billion yuan, while the non-ferrous metals sector followed with a net inflow of 2.529 billion yuan [1] - The power equipment sector faced the largest net outflow, amounting to 3.354 billion yuan, followed by the automotive sector with a net outflow of 2.176 billion yuan [1] Electronics Sector Performance - The electronics sector increased by 2.96%, with a total net inflow of 6.112 billion yuan, and 364 out of 469 stocks in this sector rose, including 8 stocks that hit the daily limit [2] - The top three stocks with the highest net inflow in the electronics sector were Industrial Fulian (1.915 billion yuan), Zhaoyi Innovation (953 million yuan), and Shenghong Technology (910 million yuan) [2] - The stocks with the largest net outflow included SMIC (778 million yuan), Founder Technology (738 million yuan), and Shengyi Technology (435 million yuan) [3] Electronics Sector Fund Inflow and Outflow - The top inflow stocks in the electronics sector included: - Industrial Fulian: +8.19%, turnover rate 1.18%, net inflow 1.915 billion yuan - Zhaoyi Innovation: +10.00%, turnover rate 7.81%, net inflow 953 million yuan - Shenghong Technology: +10.14%, turnover rate 8.07%, net inflow 910 million yuan [2] - The top outflow stocks in the electronics sector included: - SMIC: +0.33%, turnover rate 5.06%, net outflow 778 million yuan - Founder Technology: +2.30%, turnover rate 13.68%, net outflow 738 million yuan - Shengyi Technology: +8.87%, turnover rate 6.14%, net outflow 435 million yuan [3]

截至10月27日收盘，中芯国际概念上涨2.11%，位居概念板块涨幅第9，板块内，68股上涨，安泰科 技、德明利等涨停，晶瑞电材、聚辰股份、江化微等涨幅居前，分别上涨16.50%、7.43%、6.20%。跌 幅居前的有中船特气、苏试试验、三超新材等，分别下跌3.93%、3.73%、1.94%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 存储芯片 | 3.49 | 赛马概念 | -1.06 | | 同花顺果指数 | 3.45 | 电子竞技 | -0.84 | | AI PC | 3.20 | 海南自贸区 | -0.80 | | 国家大基金持股 | 3.01 | 托育服务 | -0.65 | | AI手机 | 2.81 | 深圳国企改革 | -0.62 | | 共封装光学(CPO) | 2.65 | 自由贸易港 | -0.59 | | 光刻胶 | 2.54 | 云游戏 | -0.58 | | 可控核聚变 | 2.32 | 兵装重组概念 | -0.50 | | 中芯国际概念 | 2.11 | 手机游戏 | -0 ...

华润元大安鑫灵活配置混合A（000273）基金经理为李武群、洪潇。 10月27日，中芯国际涨0.33%，截至发稿，报134.50元/股，成交136.23亿元，换手率5.06%，总市值 10760.10亿元。中芯国际股价已经连续3天上涨，区间累计涨幅6.06%。 资料显示，中芯国际集成电路制造有限公司位于上海市浦东新区张江路18号,香港中环康乐广场8号交易 广场1期29楼，成立日期2000年4月3日，上市日期2020年7月16日，公司主营业务涉及提供0.35微米至14 纳米多种技术节点、不同工艺平台的集成电路晶圆代工及配套服务。主营业务收入构成为：集成电路晶 圆代工93.83%，其他6.17%。 从基金十大重仓股角度 数据显示，华润元大基金旗下1只基金重仓中芯国际。华润元大安鑫灵活配置混合A（000273）二季度 持有股数3766股，占基金净值比例为5.13%，位居第一大重仓股。根据测算，今日浮盈赚取约1657.04 元。连续3天上涨期间浮盈赚取2.9万元。 华润元大安鑫灵活配置混合A（000273）成立日期2013年9月11日，最新规模637.52万。今年以来收益 12.79%，同类排名5492/8226；近 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇10月27日｜港股主要指数涨幅继续扩大，其中，恒生科技指数涨超2%，恒指、国企指数均涨超 1%。其中，百度涨超6%，华虹半导体涨超5%，ASMPT、中芯国际涨超4%，蔚来、阿里巴巴涨超3%。 (责任编辑：宋政 HN002) ...

Group 1 - The core focus of several fund managers in Q3 has been on PCB leading stocks, particularly East Mountain Precision, with notable increases in holdings by prominent funds [2][3] - The fund "Yongying Technology Smart Select" has shown significant performance, with a year-to-date return exceeding 200%, and has heavily invested in the PCB sector and optical module leaders [3][5] - Fund managers have expressed confidence in the A-share market, highlighting the potential for further asset allocation towards equity due to favorable domestic fiscal and monetary policies [10][11] Group 2 - Fund managers have adjusted their portfolios, with some reducing holdings in optical module leaders while increasing investments in the robotics industry [6][7] - The "Yongying Technology Smart Select" fund has seen its net asset value growth rate approach 100%, leading to a substantial increase in fund size from 11.66 billion to 115.21 billion [12] - There is a growing interest in Hong Kong stocks, with funds increasing their positions in companies like Alibaba and various biotech firms, reflecting a dual focus on technology and recovery sectors [9]

恒生科技ETF（513130）的管理人华泰柏瑞基金是境内首批ETF管理人之一，接连打造了目前A股市场 规模居首的ETF——沪深300ETF（510300），目前在全市场所有跟踪中证A500指数的ETF中规模居首 的A500ETF华泰柏瑞（563360），以及红利低波ETF（512890）等ETF精品，拥有超18年ETF运营经 验，致力为广大投资者提供了多元化、高品质的指数投资工具。 消息面上，当地时间10/25-10/26，中美在马来西亚吉隆坡举行中美经贸磋商。双方以今年以来两国元首 历次通话重要共识为引领，围绕美对华海事物流和造船业301措施、延长对等关税暂停期、芬太尼关税 和执法合作、农产品贸易、出口管制等双方共同关心的重要经贸问题，进行了坦诚、深入、富有建设性 的交流磋商，就解决各自关切的安排达成基本共识。中美关系不断释放缓和信号，海外市场风险偏好有 所修复。 据悉，恒生科技ETF（513130）紧密跟踪的恒生科技指数是港股科技板块的代表性指数之一，囊括了30 只港股市场中研发实力强劲的互联网平台和制造业科技企业，涉及互联网、软件、汽车、半导体、通信 等多个泛科技板块。截至2025/10/24，指数前五 ...

Core Viewpoint - The Science and Technology Innovation ETF (588360) opened with a gain of 2.58%, reaching a price of 1.032 yuan, indicating positive market sentiment towards technology and innovation sectors [1] Group 1: ETF Performance - The ETF's performance benchmark is the CSI Science and Technology Innovation 50 Index return [1] - Since its establishment on June 29, 2021, the ETF has achieved a return of 0.60% [1] - Over the past month, the ETF has recorded a return of 2.09% [1] Group 2: Major Holdings - Key stocks in the ETF include: - Ningde Times, which opened with a gain of 1.87% [1] - SMIC (Semiconductor Manufacturing International Corporation) increased by 2.57% [1] - Mindray Medical gained 0.65% [1] - Haiguang Information rose by 1.60% [1] - Zhongji Xuchuang increased by 2.02% [1] - Xinyisheng surged by 4.57% [1] - Cambrian Technology rose by 2.30% [1] - Huichuan Technology gained 0.88% [1] - Sunshine Power increased by 2.53% [1] - Lanke Technology surged by 4.76% [1]