"////// 11 不久前，李德煜接待了一个来自伊朗的旅游团。行程中，他特地为远道而来的客人安排了一站—— 柳浪闻莺内的丁鹤年墓亭。"元末明初文人丁鹤年是西域色目人，当年从中亚迁移到中国。丁鹤年墓亭 虽然不算热门景点，但对于沿着丝路而来的伊朗游客而言，是一种很有意义的文化联结与交流。" 眼下，话题"China Travel"在互联网平台的持续火爆，给杭州入境游市场带来了更多的机遇。"疫情 之后，普通外国游客来杭州旅行的方式悄然发生了转变。"李德煜发现，如今由国外旅行社组团、人数 通常在30-40人的大型旅行团越来越少，反而3-5人私家包团的自由行不断增多。 "作为数字经济蓬勃发展的城市，杭州的商务旅行市场也一直火热。以我们公司为例，今年以来各 种商务型客单居高不下。"杭州金牌英语导游郁敏敏表示，阿里巴巴、海康威视、网易（杭州）等数不 胜数的大企业，吸引了不少海外客户来杭进行商务考察。"眼下，甚至有不少南美客户长途跋涉而来， 一路要坐20多个小时的飞机。我们杭州的外语导游，必须要让他们这一趟'物超所值'。" 教育 发布 t TLL FULL I l 1 湖滨知味观的门口排起了长龙，泰国女孩一口气买了十盒传说中 ...

Group 1 - The core index, the China Securities National New Central Enterprises Modern Industry Leading Index, rose by 1.33% to 1166.46 points with a trading volume of 20.746 billion yuan [1] - Over the past month, the index has increased by 0.43%, but it has decreased by 4.56% over the past three months and by 5.29% year-to-date [1] - The index is customized by Guoxin Investment Co., Ltd., selecting 50 representative listed companies in fields such as new mobile technology, new energy, new materials, and high-end equipment from state-owned enterprises [1] Group 2 - The top ten weighted stocks in the index include China Telecom (9.94%), Hikvision (9.38%), China Mobile (9.3%), CRRC (7.34%), China Unicom (6.6%), China Shipbuilding (5.97%), Three Gorges Energy (5.35%), China Heavy Industry (3.59%), Baosteel (3.43%), and SMIC (2.99%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (68.55%) and the Shenzhen Stock Exchange (31.45%) [1] Group 3 - The industry composition of the index shows that information technology accounts for 30.35%, communication services for 29.67%, industrials for 24.19%, materials for 7.73%, utilities for 5.54%, healthcare for 2.03%, and consumer staples for 0.49% [2] - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are adjusted in line with sample changes, and temporary adjustments may occur under special circumstances [2]

金融界5月29日消息，上证指数高开高走，中证央企新动能主题指数 (央企新动能，931522)上涨1.45%， 报1561.4点，成交额139.48亿元。 数据统计显示，中证央企新动能主题指数近一个月上涨0.67%，近三个月下跌4.52%，年至今下跌 5.92%。 据了解，中证央企新动能主题指数从国资委下辖央企上市公司中，选取45只制造、科技与现代服务业领 域涉及产业交叉渗透发展，且在研发投入、盈利能力、产业交叉与渗透和潜力等方面具有一定代表性的 上市公司证券作为指数样本，以反映央企新动能主题上市公司证券的整体表现。该指数以2014年12月31 日为基日，以1000.0点为基点。 从指数持仓来看，中证央企新动能主题指数十大权重分别为：海康威视（10.04%）、国电南瑞 （9.88%）、长安汽车（8.93%）、中航光电（7.16%）、中航机载（4.0%）、中国软件（3.84%）、招 商公路（3.63%）、中航成飞（3.28%）、深南电路（3.26%）、宝信软件（3.2%）。 从中证央企新动能主题指数持仓的市场板块来看，深圳证券交易所占比59.38%、上海证券交易所占比 40.31%、北京证券交易所占比0.31%。 ...

截至2025年5月29日 11:22，中证计算机主题指数(930651)强势上涨1.93%，成分股朗新集团(300682)上涨19.97%，云从科技(688327)上涨6.66%，千方科技 (002373)上涨5.22%，广电运通(002152)，新大陆(000997)等个股跟涨。计算机ETF(159998)上涨2.25%，最新价报0.87元。流动性方面，计算机ETF盘中换手 1.73%，成交4908.38万元。 该机构认为，市场波动中建议采取均衡配置策略。虽然合并细节尚待披露，但产业趋势已非常明确：算力需求的结构性变化正推动国产芯片与云计算深度融 合。投资者可通过计算机（涵盖云计算）、芯片等ETF分散布局，既能规避单一公司的不确定性，又能把握国产算力产业整体升级红利。需要警惕的是，短 期停牌可能引发相关概念股波动，但中长期看，政策支持与市场需求双重驱动下，国产算力核心环节的配置价值将持续凸显。 规模方面，计算机ETF近2周规模增长2302.28万元，实现显著增长，新增规模位居可比基金1/2。 份额方面，计算机ETF近1周份额增长5760.00万份，实现显著增长，新增份额位居可比基金1/2。 从资金净流入方面 ...

Group 1: A-Share Market Dynamics - The A-share market suggests maintaining a dual allocation in technology and consumption sectors, with technology growth (e.g., Zhongke Shuguang, Beifang Huachuang) and consumption recovery (e.g., Midea Group, Aimeike) outperforming the market, while trading volume remains below 1.1 trillion yuan, limiting rebound potential [2] - The China Banking and Insurance Regulatory Commission plans to approve a 60 billion yuan pilot for long-term insurance investments, increasing the total scale to 222 billion yuan, with new participation from small and medium-sized insurance companies to reduce market volatility [2] - The China Securities Regulatory Commission is intensifying regulation to strictly punish illegal share reduction behaviors, particularly those that disrupt market order [3] Group 2: Sector Performance - The pesticide sector surged due to an explosion at Shandong Youdao Chemical, leading to the world's largest chlorantraniliprole producer halting production, resulting in an 80% global supply shortage, causing A-share pesticide stocks (e.g., Zhongqi Co., Zhongnong United) to hit the daily limit [4] - The new consumption concept is active, with Hong Kong's "three golden flowers" (Pop Mart, Mixue Ice City, Laopu Gold) surpassing a total market value of 640 billion HKD, while A-share consumption stocks are boosted by policy stimuli (e.g., Henan consumption stimulus plan) and the anticipation of the 618 e-commerce promotion [4] - The robotics industry chain is experiencing a boom, with Honor announcing its entry into the robotics business, showcasing a robot capable of running at 4m/s, and DJI's sweeping robot expected to be mass-produced and released in June [4] Group 3: International Finance and Policy - The Federal Reserve's May meeting minutes reveal concerns among officials about tariffs exacerbating inflation, indicating a challenging balance between rising inflation and unemployment rates, leading to cautious interest rate cut expectations [5] - OPEC+ has decided to extend its oil production cut agreement until the end of 2026, with a potential increase of 411,000 barrels per day in July, putting downward pressure on international oil prices by 1% [5] Group 4: Technology and Industrial Innovation - Akool has launched the world's first real-time AI video generation camera, supporting multilingual translation and virtual digital human generation with a delay of only 500 milliseconds [7] - The release of the group standard for solid-state batteries, titled "Method for Determining All-Solid-State Batteries," aims to promote technological standards and industry upgrades, reshaping the market competition landscape [8] - The expected addition of 280 million kilowatts of wind and solar power generation capacity in 2025 indicates a continuous enhancement of renewable energy supply capabilities [9] Group 5: Other Significant Events - The gold market is experiencing fluctuations due to the Federal Reserve's policy divergence and tariff negotiations, with Goldman Sachs predicting that central bank gold purchases may drive prices up to 4,000 USD per ounce [10] - The Trump administration's supportive signals for cryptocurrency policies have boosted market activity ahead of the Bitcoin 2025 conference, although there are concerns about contract expiration risks [10] - The State Council is gradually lifting restrictions on the purchase of new energy vehicles, promoting energy-saving and carbon reduction actions, with a target for non-fossil energy consumption to reach 20% by 2025 [10]

Group 1 - The core viewpoint of the news is the performance of the CSI Intelligent Manufacturing Theme Index, which has seen a decline in recent months, indicating potential challenges in the intelligent manufacturing sector [1] - The CSI Intelligent Manufacturing Theme Index has decreased by 1.38% in the past month, 15.83% in the past three months, and 1.82% year-to-date [1] - The index is composed of companies that provide key technological equipment and core supporting software for intelligent manufacturing, as well as those applying intelligent manufacturing in production [1] Group 2 - The top ten weighted companies in the CSI Intelligent Manufacturing Theme Index include: Northern Huachuang (5.53%), Huichuan Technology (5.39%), Cambrian (5.2%), SMIC (4.9%), BOE A (4.57%), Hikvision (4.21%), Zhongke Shuguang (3.67%), Guodian Nari (3.6%), Zhaoyi Innovation (3.04%), and Industrial Fulian (2.98%) [1] - The market share of the CSI Intelligent Manufacturing Theme Index holdings is 54.47% from the Shenzhen Stock Exchange and 45.53% from the Shanghai Stock Exchange [1] - The industry composition of the index holdings shows that information technology accounts for 71.34%, industrial sector for 24.36%, and communication services for 4.30% [1] Group 3 - The index sample is adjusted every six months, with adjustments implemented on the next trading day after the second Friday of June and December [2] - Public funds tracking intelligent manufacturing include: Huabao CSI Intelligent Manufacturing Theme ETF Connect A, Huabao CSI Intelligent Manufacturing Theme ETF Connect C, and Huabao Intelligent Manufacturing ETF [2]

Core Points - The China Securities Index of Jiangyin Wealth Management in the Yangtze River Delta has shown a decline of 0.5%, closing at 2231.45 points with a trading volume of 44.851 billion yuan [1] - Over the past month, the index has increased by 2.19%, but it has decreased by 5.87% over the last three months and by 3.02% year-to-date [1] Index Composition - The index includes 40 representative listed companies from strategic emerging industries and 60 from non-strategic emerging industries, focusing on companies with large market capitalization, high revenue, and strong R&D investment [1] - The top ten weighted stocks in the index are: Dongfang Caifu (7.95%), Hengrui Medicine (5.73%), Hikvision (4.1%), Weir Shares (3.71%), WuXi AppTec (3.71%), iFlytek (3.48%), SAIC Motor (3.11%), Lanke Technology (2.93%), Jianghuai Automobile (2.91%), and Bank of Communications (2.7%) [1] Market and Sector Breakdown - The Shanghai Stock Exchange accounts for 66.52% of the index, while the Shenzhen Stock Exchange accounts for 33.48% [2] - Sector allocations within the index include: Information Technology (27.60%), Financials (19.93%), Industrials (17.64%), Healthcare (13.46%), Materials (10.54%), Consumer Discretionary (7.97%), Communication Services (1.71%), Energy (0.71%), and Real Estate (0.44%) [2] Index Adjustment Mechanism - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Each adjustment typically does not exceed 20% of the sample, and weight factors are adjusted accordingly [2]

从中证智能消费主题指数持仓样本的行业来看，信息技术占比63.01%、可选消费占比24.48%、医药卫 生占比5.68%、通信服务占比4.83%、工业占比2.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 数据统计显示，中证智能消费主题指数近一个月上涨0.54%，近三个月下跌13.18%，年至今下跌 3.52%。 据了解，中证智能消费主题指数选取电信业务、可选消费、信息技术、医药卫生、主要消费等行业内与 智能消费相关的公司，包括但不限于智能穿戴、智能家居、互联网医疗、智能汽车，以及其他受益于智 能消费发展的代表性证券作为样本，以反映智能消费公司的整体表现。该指数以2012年06月29日为基 日，以1000.0点为基点。 从指数持仓来看，中证智能消费主题指数十大权重分别为：格力电器（5.54%）、美的 ...

Core Viewpoint - The CSI Computer Theme Index has shown a recent upward movement despite a decline over the past month and quarter, indicating potential volatility in the technology sector [1][2]. Group 1: Index Performance - The CSI Computer Theme Index increased by 1.21% to 6684.16 points with a trading volume of 22.82 billion yuan [1]. - Over the past month, the index has decreased by 2.83%, and it has fallen by 21.19% over the last three months, with a year-to-date decline of 4.08% [2]. Group 2: Index Composition - The index includes companies involved in information technology services, application software, system software, and computer hardware, reflecting the overall performance of computer-themed listed companies [2]. - The top ten weighted companies in the index are Hikvision (7.98%), Zhongke Shuguang (6.93%), Keda Xunfei (6.52%), Kingsoft Office (5.06%), Unisplendour (4.25%), Tonghuashun (4.12%), Inspur Information (3.94%), Runhe Software (3.15%), Hengsheng Electronics (2.97%), and 360 (2.7%) [2]. Group 3: Market Segmentation - The index's holdings are primarily listed on the Shenzhen Stock Exchange (67.75%) and the Shanghai Stock Exchange (32.25%) [2]. - The industry composition of the index shows that information technology accounts for 90.56%, while communication services make up 9.44% [3]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Public funds tracking the CSI Computer Index include Tianhong CSI Computer Theme ETF Link A, Tianhong CSI Computer Theme ETF Link C, Guotai CSI Computer Theme ETF Link C, Tianhong CSI Computer Theme ETF, and Guotai CSI Computer Theme ETF Link A [3].

每经记者｜刘明涛 每经编辑｜肖芮冬 今日上午，云游戏行业继续领涨，信息安全、大数据板块也快速拉升。在ETF市场，与大数据相关的多只ETF半日涨幅超过1%，涨幅靠前。 | 证券代码 | 证券名称 | 中证一级行业分类 | 中证二级行业分类 | 权重(%) | | --- | --- | --- | --- | --- | | 000977 | 浪潮信息 | 信息技术 | 电子 | 5.78 | | 002049 | 紫光国微 | 信息技术 | #9体 | 5.39 | | 000938 | 紫米股份 | 通信服务 | 通信设备及技 术服务 | 5.31 | | 002415 | 海康威视 | 信息技术 | 电子 | 5.02 | | 603019 | 中科曙光 | 信息技术 | 电子 | 4.59 | | 601360 | 三六零 | 信息技术 | 计算机 | 4.25 | | 002236 | 大华股份 | 信息技术 | 电子 | 3.99 | | 000066 | 中国长城 | 信息技术 | 电子 | 3.59 | | 600588 | 用友网络 | 信息技术 | 计算机 | 3.48 | | 600536 ...