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行业ETF风向标丨互联网龙头持续反弹,中概互联网ETF半日成交达23亿元
Sou Hu Cai Jing· 2025-07-16 05:36
每经记者:刘明涛 每经编辑:叶峰 随着中概互联网龙头持续反弹,今日上午,中概互联网相关ETF涨幅明显,包括中概互联网ETF(159607)在内的4只中概互联ETF半日涨幅超2%,其中, 中概互联网ETF(513050)半日成交达到23.23亿元,交投十分活跃。 | | | 中概互联网行业相关E | | | --- | --- | --- | --- | | 代码 | 名称 | 涨幅% | 现价 | | 159607 | 中概互联网ETF | 2.46 | 1.084 | | 513050 | 中概互联网ETF | 2.38 | 1.42 | | 159605 | 中概互联ETF | 2.26 | 1.087 | | 513220 | 中概互联ETF | 2.1 | 1.264 | | ETF规模截止日: 7.15 | | | | 从投资逻辑来看,中国互联网行业仍处于数字化转型深化期,AI、云计算、智能汽车等新技术驱动增长。例如,腾讯云AI相关收入同比快速增长,阿里通 义大模型在电商、制造等领域落地,小米智能汽车业务成为新增长点。此外,消费复苏和全球化布局进一步打开中国互联网行业市场空间。 点评:中概互联网ET ...
A500ETF基金(512050)盘中蓄势,机构称市场风格或迎来切换
Sou Hu Cai Jing· 2025-07-16 05:36
A500ETF基金紧密跟踪中证A500指数,中证A500指数从各行业选取市值较大、流动性较好的500只证券作为指数样本,以反映各行业最具代表性上市公司证 券的整体表现。 A500ETF基金(512050),场外联接(华夏中证A500ETF联接A:022430;华夏中证A500ETF联接C:022431;华夏中证A500ETF联接Y:022979),相关指数基 金(华夏中证A500指数增强A:023619;华夏中证A500指数增强C:023620)。 数据显示,截至2025年6月30日,中证A500指数(000510)前十大权重股分别为贵州茅台(600519)、宁德时代(300750)、中国平安(601318)、招商银行 (600036)、兴业银行(601166)、长江电力(600900)、美的集团(000333)、紫金矿业(601899)、比亚迪(002594)、东方财富(300059),前十大权重股合计占比 20.67%。 截至2025年7月16日 13:16,中证A500指数(000510)成分股方面涨跌互现,新易盛(300502)领涨9.89%,盛和资源(600392)上涨6.70%,景嘉微(30047 ...
23股获杠杆资金净买入超亿元
| 代码 | 简称 | 7月15日涨跌幅 | 融资净买入额 | 最新融资余额 | 占流通市值比例 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | (%) | (万元) | (万元) | (%) | 业 | | 002384 | 东山精 密 | 9.70 | 66509.33 | 476422.68 | 6.64 | 电子 | | 300308 | 中际旭 创 | 16.68 | 40041.56 | 749663.84 | 3.88 | 通信 | | 300476 | 胜宏科 技 | 13.65 | 23492.22 | 462789.45 | 3.30 | 电子 | | 603019 | 中科曙 光 | 1.48 | 22923.03 | 616099.52 | 6.04 | 计算机 | | 002896 | 中大力 | 0.33 | 17120.50 | 25565.39 | 1.92 | 机械设 备 | | | 德 | | | | | | | 601138 | 工业富 联 | 5.13 | 16967.35 | 228054.02 | ...
金十图示:2025年07月16日(周三)中国科技互联网公司市值排名TOP 50一览
news flash· 2025-07-16 02:53
金十图示:2025年07月16日(周三)中国科技互联网公司市值排名TOP 50一览 @ JIN10.COM . 金十数据 | 一个交易工具 | 25 | | 新东方 | 83.55 | | | --- | --- | --- | --- | --- | | 26 | | 唯品会 | 80.22 | | | 27 | | 万国数据 | 77.85 | | | 28 | | 金蝶国际 | 73.98 | | | 29 | | 用友网络 | 68.78 | 1 t | | 30 | | 同程旅行 | 66.05 | 2 t | | 31 | 5 | 巨人网络 | 65.93 | -2 + | | 32 | 不 | 好未来 | 65.02 | -1 + | | 33 | | 金山软件 | 63.96 | | | 34 | KUNLUN | 昆仑万维 | 60.86 | | | 35 | | 中国软件 | 59.79 | | | 36 | PNG | 美图公司 | 59.22 | | | 37 | | 奇富科技 | 57.05 | | | 38 | Haber | 恺英网络 | 56.53 | 11 | | 39 | ...
哈富证券、招银国际陆续官宣,香港虚拟资产牌照格局初现
Hua Xia Shi Bao· 2025-07-15 14:47
而在此之前,东方财富也在7月11日答投资者问时表示,其旗下哈富证券已于2024年6月获香港证监会批 准,可"通过综合账户安排提供虚拟资产交易服务"。 本报(chinatimes.net.cn)记者卢梦雪 北京报道 中资券商在香港虚拟资产业务上的布局持续增加。 继国泰君安国际之后,近日,东方财富旗下的哈富证券、招商银行全资附属机构招银国际证券有限公司 (下称"招银国际")陆续宣布,获批香港虚拟资产牌照。香港证监会7月14日数据显示,哈富证券和招 银国际当前已拥有"透过综合账户安排提供虚拟资产交易服务"的牌照,招银国际另有"作为虚拟资产交 易平台的介绍代理人"的资质。 相关分析人士向《华夏时报》记者指出,随着虚拟货币等数字资产逐渐被主流市场认可,投资者对新兴 资产类别的配置需求显著增长。券商积极获取香港虚拟资产牌照,既有满足客户投资需求的考虑,也有 市场情绪与行业趋势驱动。 又有券商官宣获得虚拟资产交易牌照 近期,陆续有香港中资券商宣布,在原有1、4、9号牌的基础上,获得了1号牌的升级。 7月14日,招银国际宣布,于2025年7月14日正式获得香港证券及期货事务监察委员会批准,成为香港首 家取得虚拟资产交易服务等 ...
计算机行业2025Q2业绩前瞻:预计25Q2继续改善
证 券 分 析 师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 预计 25Q2 继续改善 看好 ——计算机行业 2025Q2 业绩前瞻 相关研究 《稳定币加速进入主流领域!超节点实现 从单卡突破到集群重构!—— 计算机行业 周报 20250707-20250711》 2025/07/12 《3D 打印产业链高景气!AI+法律产品突 破!——计算机行业周报 20250630- 20250704》 2025/07/05 证券分析师 2025 年 07 月 15 日 研究支持 崔航 A0230524080005 cuihang@swsresearch.com 徐平平 A0230123060004 xupp@swsresearch.com 陈晴华 A0230123090010 chenqh@swsresearch.com 曹峥 A0230525040002 caozheng@swsresearch.com 证 ...
中央汇金控股或重仓的二十六家A股大金融类上市公司全透析
Sou Hu Cai Jing· 2025-07-15 05:41
Core Viewpoint - Central Huijin Investment Co., Ltd. plays a crucial role in promoting the reform of major financial institutions and maintaining financial stability in China through capital injection and equity management [1] Group 1: A-share Banking Listed Companies - Industrial and Commercial Bank of China (ICBC) is the largest commercial bank globally, with a registered capital of 356.406 billion yuan and a market-leading position in corporate banking [3] - Agricultural Bank of China (ABC) has a strong presence in rural finance, with a registered capital of 349.983 billion yuan, and plays a vital role in the rural revitalization strategy [6] - Bank of China (BOC) is the oldest bank in China with a focus on foreign exchange and cross-border financial services, having a registered capital of 294.388 billion yuan [9] - China Construction Bank (CCB) excels in infrastructure financing and housing finance, with a registered capital of 250.011 billion yuan [12] - China Everbright Bank focuses on traditional banking services and has expanded into wealth management and consumer finance, with a registered capital of 59.086 billion yuan [14] Group 2: A-share Insurance Listed Companies - Ping An Insurance is the largest comprehensive financial services group in China, with a registered capital of 18.21 billion yuan, offering a wide range of financial products [27] - China Life Insurance is a leading state-owned life insurance company with a registered capital of 28.265 billion yuan, focusing on traditional life and health insurance products [29] - New China Life Insurance is recognized for its high-value business transformation, with a registered capital of 3.12 billion yuan, emphasizing health insurance growth [31] Group 3: A-share Securities Listed Companies - China International Capital Corporation (CICC) is the first Sino-foreign joint investment bank in China, with a registered capital of 4.827 billion yuan, focusing on high-net-worth clients [33] - Shenwan Hongyuan is a comprehensive securities company formed by the merger of two historical firms, with a registered capital of 25.04 billion yuan [35] - China Galaxy Securities has a strong presence in brokerage and asset management, with a registered capital of 10.934 billion yuan [41] Group 4: A-share Internet Financial Listed Companies - Eastmoney Information is a leading internet financial service platform in China, with a registered capital of 15.786 billion yuan, excelling in securities and fund sales [61] Group 5: A-share Diversified Financial Listed Companies - Zhejiang Dongfang has licenses in trust, futures, and insurance, with a registered capital of 3.415 billion yuan, focusing on digital transformation [63] - Shaanxi Guotou A is the first company in Northwest China to conduct comprehensive trust business, with a registered capital of 5.114 billion yuan [65] Group 6: Strategic Positioning - Central Huijin holds or heavily invests in 26 major financial listed companies, enhancing industry resource allocation and concentration, which is expected to boost stock prices and valuations [67]
14日多晶硅上涨0.99%,最新持仓变化
Sou Hu Cai Jing· 2025-07-15 01:00
多晶硅期货全合约总计成交82.22万手,比上一日减少58.83万手。全合约前20席位多头持仓21.38万手,比上一日增加2044手。全 合约前20席位空头持仓18.50万手,比上一日增加4683手。 来源:新浪期货 新浪期货 根据交易所数据,截至7月14日收盘主力合约多晶硅2509,涨跌+0.99%,成交量25.47万手,持仓数据显示前20席位呈现净 多,差额头寸为17158手。 文章来源:新浪期货 | | 名次 会员名称 成交量(双边) | | 增减 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | J | 中信期货 | 300,693 | -155,586 | 国泰君安期货 | 33,927 | -2,807 | 国泰君安期货 24,321 | | 56 | | 2 | 国泰君安期货 | 146,941 | -80,341 | 中信期货 | 32,932 | 1,963 | 中信期货 | 18,709 | -1,405 | | 3 | 中信建投 | 76,333 ...
主力资金丨尾盘上演“大逆袭”,主力资金出手超2亿元!
Group 1: Market Overview - On July 14, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 26.576 billion yuan, with the ChiNext board seeing a net outflow of 12.112 billion yuan and the CSI 300 index stocks a net outflow of 6.366 billion yuan [1] - Among the 21 industries tracked, mechanical equipment, public utilities, and home appliances saw the largest gains, each rising over 1%, while real estate, media, and non-bank financial sectors fell more than 1% [1] - Four industries received net inflows from main funds, with mechanical equipment leading at 394 million yuan, followed by home appliances at 117 million yuan, and coal and petrochemical sectors each exceeding 37 million yuan [1] Group 2: Individual Stock Performance - Among individual stocks, 37 saw net inflows exceeding 100 million yuan, with six stocks surpassing 200 million yuan in inflows [2] - Zhongji Xuchuang, a leader in optical modules, topped the inflow list with 497 million yuan, benefiting from increased demand for ASIC servers driven by growth in ARR for AWS's Anthropic and Google's Gemini [2] - Notable stocks such as Xiangyang Bearing, Brother Technology, and Kelu Electronics also saw significant inflows, with Kelu Electronics reaching a net inflow of 314 million yuan, the highest since June 23, 2016 [2] Group 3: Notable Outflows - Over 90 stocks experienced net outflows exceeding 100 million yuan, with 21 stocks seeing outflows over 300 million yuan [3] - Leading the outflows were BYD and Northern Rare Earth, each with net outflows exceeding 1.1 billion yuan, with Northern Rare Earth's outflow reaching 1.105 billion yuan, marking a new high since November 4, 2024 [3][4] Group 4: Tail-End Market Activity - At the market close, there was a net outflow of 1.483 billion yuan, with the ChiNext board seeing an outflow of 806 million yuan [6] - Notably, the digital currency concept stock Chutianlong saw a significant reversal, with a net inflow of 204 million yuan, despite a projected loss of 35 to 40 million yuan for the upcoming half-year [7] - Other stocks with notable tail-end inflows included Tianyang Technology and Hanyu Pharmaceutical, each exceeding 40 million yuan [8]
银行涨出泡沫了吗
Datayes· 2025-07-14 11:03
A股复盘 | 拿下3600点? / 2025.07.14 沪指也太强了吧! 银行也太强了吧! 虽然我说没到顶, 但是总得调整调整吧! 哎,它一跌就有人拉起来! 你说强不强! 银行涨出泡沫了吗? 据国投证券研究,暂时还没到! 对比2019-2021年的茅指数演绎节奏来看,当前银行的状态更接近于2019年末 至2020年中的茅指数, 即总市值占比持续提升,但成交额占比维持区间震荡, 背后体现的是市场尚未形成强共识,但指数在增量资金的推动下、在市场意见的 分歧中稳步上涨。 而2020年下半年的茅指数,则迎来了资金强烈共识引发极致 抱团的泡沫化定价阶段。体现为总市值占比和成交额占比同步快速提升,很快就 进入到交易过度拥挤的行情顶点。 今天披露的两个宏观数据都比较强! 首先是6月出口,预期都在3%-4%之间,实际上6月出口增速同比增长5.8%; 进口同比增长1.1%,增速转正,前值下滑3.4%。 超预期的原因有三个:关税"降级"所带动的中国对美出口改善,有相当一部分落 在6月数据的统计范围中;美国进口需求的阶段性释放,也带动了其他地区的"抢 转口"需求;对欧盟的出口"韧性"。(民生证券) 不过强出口的持续性主要看美国的 ...