Core Insights - Zhongke Chuangda's subsidiary, Hangzhou Xiaowu Intelligent Co., has signed a strategic cooperation agreement with Zhongji Xuchuang's automotive optoelectronic brand, Zhichi Zhiyuan [1] Group 1: Strategic Focus - The collaboration will focus on three core areas: robotics, smart vehicles, and high-end sensors [1] - The partnership aims to innovate in technology and products around "optical communication for efficient collaboration" [1]

资金流向方面，创业板50ETF（159949）近期呈现由净流出转为净流入的态势。截至2025年10月28日， 该ETF最新流通规模为271.20亿元。具体来看，近60个交易日累计净流出约72亿元，近10个交易日净流 出14亿元，而近5个交易日则转为净流入4827万元。 数据来源：Wind 截止 日期：2025年10月29日11:30 | | 1.564 +0.026 +1.69% | | | 创业板50ETF | | 本 | | --- | --- | --- | --- | --- | --- | --- | | | | | | 159949 | | | | SZSE CNY 11:30:03 休市 | | | | | | 十二 之 起 周 | | 净值走势 | | 华安创业板50ETF | रेस | 62.75% 120日 | | 83.14% | | 要比 | 83.74% - | 125212 | 5日 | 7.71% 250日 | | 58.94% | | 萍五 | 1.568 | 1921 | 20日 | 5.96% 52周高 | | 1.58 | | 卖西 | 1.567 | 2448 | 6 ...

估值端上，光模块板块还有多少上行空间？长江证券研报指出，纵向来看，AI行情中光模块龙头实际 业绩PE显著低于一致预期PE，且较历史高点尚有距离，估值仍具上行空间。展望未来，长江证券认 为，随着ASIC占比提升带动光模块用量上行、推理算力需求膨胀、高速光模块持续迭代升级、硅光方 案渗透率加快提升，光模块龙头亟待重估。 全市场首只创业板人工智能ETF（159363）及场外联接（023407），标的指数重点布局光模块龙头"易 中天"，光模块含量超51%。从赛道分布看，逾七成仓位布局算力，超两成仓位布局AI应用，能够高效 捕捉AI主题行情。同类比较看，截至10月24日，创业板人工智能ETF（159363）最新规模超34亿元，近 1个月日均成交额超8亿元，规模、交投在跟踪创业板人工智能指数的7只ETF中高居第一。 （文章来源：每日经济新闻） 10月29日，受昨夜英伟达发布地表最强GPU利好消息刺激，光模块CPO继续走强，光模块含量超51%的 创业板人工智能续刷新高，光模块巨头中际旭创、新易盛盘中再创股价历史新高。热门ETF方面，同类 规模最大、流动性突出的创业板人工智能ETF（159363）早盘跳空大涨超2.4%，场内 ...

截至2025年10月29日 09:48，中证A500指数上涨0.55%，成分股西部超导上涨11.37%，三环集团上涨 10.99%，阳光电源上涨8.42%，三七互娱上涨7.14%，泰格医药上涨6.31%。A500ETF嘉实(159351)上涨 0.58%。 截至10月28日，A500ETF嘉实近1年净值上涨22.78%。从收益能力看，截至2025年10月28日，A500ETF 嘉实自成立以来，最高单月回报为11.71%，最长连涨月数为5个月，最长连涨涨幅为28.61%，上涨月份 平均收益率为4.15%。截至2025年10月28日，A500ETF嘉实近6个月超越基准年化收益为5.45%。 消息面上，政策的定调为市场长期发展注入信心。对于后市走向，券商分析师普遍认为，短期来看，上 证指数震荡上行有望吸引更多资金进场，指数上行趋势有望得以延续。 没有股票账户的投资者可以通过A500ETF嘉实联接基金(022454)一键布局A股500强。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300750 | 宁德时代 | 2.19% | 3.81% | | 6 ...

Core Viewpoint - The computing hardware stocks experienced a collective surge, with several companies reaching new highs, indicating strong market performance in this sector [1]. Group 1: Stock Performance - Industrial Fulian saw a significant increase of nearly 9%, reaching a price of 80.63 [2]. - Zhongji Xuchuang and Xinyi Sheng also reported gains of 3.70% and 3.74%, respectively, with prices of 531.99 and 425.99 [2]. - Shenghong Technology and Jingwang Electronics recorded increases of 5.50% and 6.93%, with prices of 345.00 and 82.54 [2].

Group 1 - The core viewpoint of the article highlights a significant rise in computing hardware stocks, with companies like Industrial Fulian, Zhongji Xuchuang, and Xinyi Sheng reaching new highs, indicating strong market performance [1][2]. Group 2 - Industrial Fulian's stock price increased by 8.97%, reaching 80.63 [2]. - Zhongji Xuchuang's stock rose by 3.70%, reaching 531.99 [2]. - Xinyi Sheng's stock saw a 3.74% increase, reaching 425.99 [2]. - Shenghong Technology's stock price increased by 5.50%, reaching 345.00 [2]. - Jingwang Electronics' stock rose by 6.93%, reaching 82.54 [2].

Core Viewpoint - The F5G concept sector is leading the market with a rise of 2.82%, indicating strong investor interest and potential growth in this area [2] Company Performance - Zhongji Xuchuang saw an increase of 4.89%, reflecting positive market sentiment towards its performance [2] - Shijia Guangzi experienced a rise of 2.8%, suggesting a favorable outlook among investors [2] - Feiling Kesi rose by 2.67%, indicating a growing confidence in its business prospects [2]

Core Viewpoint - The public fund industry has shown a significant shift in its investment strategy, with a notable increase in holdings of technology stocks, particularly those related to artificial intelligence (AI) and semiconductor sectors, while reducing exposure to traditional consumer and banking stocks [3][8][12]. Group 1: Public Fund Holdings - As of the end of Q3 2025, the top ten holdings of public funds include Ningde Times, Tencent Holdings, and new entrants like Zhongji Xuchuang and Industrial Fulian, while companies like Midea Group and Xiaomi Group have exited the top ten [3][5]. - Ningde Times has regained its position as the largest holding, with a market value of 75.881 billion yuan, while Tencent Holdings is now the second largest at 69.938 billion yuan [5]. - The public funds have significantly increased their holdings in Zhongji Xuchuang and New Yisheng, with increases of 40.174 billion yuan and 36.930 billion yuan respectively [6][8]. Group 2: Performance of Technology Stocks - The technology sector has outperformed in Q3, with Zhongji Xuchuang's stock price increasing over 170%, New Yisheng over 180%, and Industrial Fulian over 210% [8]. - Several funds with high returns in the first three quarters have heavily invested in these technology stocks, indicating a strong belief in their growth potential [8]. Group 3: Reduction in Traditional Holdings - Public funds have significantly reduced their positions in traditional blue-chip stocks, with Xiaomi Group being the most reduced stock at 10.834 billion yuan, followed by Midea Group and others [9]. - Notably, Pop Mart, which saw increased holdings in Q2, was also heavily reduced in Q3, indicating a shift in investor sentiment [9]. Group 4: Market Outlook and Investment Strategy - Fund managers express a cautious optimism regarding the technology sector, particularly in AI, while also highlighting the importance of maintaining a balanced portfolio that includes undervalued consumer stocks [11][12]. - The demand for domestic computing power and the gradual resolution of supply chain bottlenecks are expected to drive growth in the AI sector, with a focus on hardware innovations [12][13].

三季报显示，在AI与能源革命的双轮驱动下，公募基金的布局方向已清晰指向那些代表未来生产力的关键领域。而传统行业的退守，则进一步凸显经济转 型中的资本偏好。 腾讯控股则回落至公募基金第二大重仓股，持有基金数为1077只，持仓市值达699.38亿元，较二季度末增长了107.88亿元。 同期，中际旭创、工业富联新进公募基金前十大重仓股，分别位列第四大重仓股、第七大重仓股，持仓市值分别达558.13亿元、363.43亿元。美的集团和小 米集团则退出公募前十大重仓股之列。 新能源、AI、有色金属获增持 10月28日，公募基金三季报披露完毕，积极投资偏股型基金的前十大重仓股名单揭晓，反映出基金经理三季度的布局动向。天相投顾数据显示，宁德时代超 越腾讯控股，重返公募基金第一大重仓股；中际旭创和工业富联新晋前十大，分别位列第四和第七，而美的集团与小米集团退出前十。 分行业看，新能源汽车、AI、互联网、有色金属、生物医药等板块的龙头股获得基金较多增持，成为三季度最鲜明的配置主线。其中，中际旭创、新易 盛、工业富联、阿里巴巴、宁德时代，位列三季度公募基金增持前五的重仓股。 宁德时代重返榜首 天相投顾数据显示，截至今年三季度末，纳 ...

新华财经上海10月29日电（记者王彭 赵明超） 今年三季度，A股市场走出一轮强劲的上涨行情，上证 指数、深证成指和创业板指数涨幅在全球重要指数中排名前列，表明市场信心显著回暖和资金流入加 速。天相投顾数据显示，与二季度末相比，三季度末公募整体权益仓位明显提升，股票型基金和混合型 基金平均仓位分别为90.14%和82.15%。 从基金重仓股情况来看，截至三季度末，宁德时代重新成为公募基金头号重仓股，腾讯控股退居次席， AI"新贵"新易盛和中际旭创分列三、四位，阿里巴巴挤进前五。而贵州茅台跌至公募第十大重仓股。 股票型开放式基金平均仓位逾九成 天相投顾数据显示，截至今年三季度末，可比基金平均仓位为83.28%，较今年二季度末的81.15%提升 2.13个百分点。其中，股票型开放式基金和混合型开放式基金的平均仓位分别为90.14%和82.15%，较二 季度末分别提升1.24个百分点和2.26个百分点。 宁德时代成基金头号重仓股 天相投顾数据显示，在公募基金重仓股中，今年三季度，宁德时代和腾讯控股交换次序，截至三季度 末，宁德时代成为公募基金头号重仓股，腾讯控股则退居次席，AI"新贵"新易盛和中际旭创分列三、四 位， ...