创业50ETF（159682）业绩比较基准为创业板50指数收益率，管理人为景顺长城基金管理有限公司，基 金经理为汪洋、张晓南，成立（2022-12-23）以来回报为41.36%，近一个月回报为5.45%。 来源：新浪基金∞工作室 11月20日，截止午间收盘，创业50ETF（159682）跌0.64%，报1.404元，成交额1.76亿元。创业50ETF （159682）重仓股方面，宁德时代截止午盘跌2.59%，中际旭创涨0.86%，东方财富涨0.70%，新易盛涨 0.75%，阳光电源涨1.59%，胜宏科技涨0.25%，汇川技术跌0.65%，迈瑞医疗跌2.40%，亿纬锂能跌 2.38%，同花顺跌0.92%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

截至发稿，施红俊累计任职时间6年86天，现任基金资产总规模374.02亿元，任职期间最佳基金回报 101.84%， 任职期间最差基金回报-24.1%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，鹏扬基金旗下1只基金重仓新易盛。鹏扬中证科创创业50ETF（588350）三季度减持12.27万 股，持有股数46.46万股，占基金净值比例为8.34%，位居第二大重仓股。根据测算，今日浮盈赚取约 816.84万元。连续3天上涨期间浮盈赚取549.2万元。 鹏扬中证科创创业50ETF（588350）成立日期2022年10月26日，最新规模20.37亿。今年以来收益 54.56%，同类排名309/4208；近一年收益50.56%，同类排名319/3971；成立以来收益35.58%。 鹏扬中证科创创业50ETF（588350）基金经理为施红俊。 11月20日，新易盛涨5.45%，截至发稿，报339.98元/股，成交31.26亿元，换手率1.05%，总市值3379.31 ...

Group 1 - The Ministry of Industry and Information Technology has issued the "Guidelines for the Construction of High-Standard Digital Parks," aiming to establish around 200 high-standard digital parks by 2027 [1] - The guidelines emphasize the need to enhance digital infrastructure, upgrade network facilities, and promote the construction and evolution of 5G-A and 10G optical networks [1] - The report highlights the importance of optimizing computing power infrastructure and improving the efficiency of computing resource utilization [1] Group 2 - CITIC Securities notes increased volatility in the computing power sector, suggesting that the current adjustments present investment opportunities due to sustained demand driven by AI [1] - The average increase in computing power concept stocks has been 48.11% this year, with 19 stocks, including Shijia Photon and Zhongji Xuchuang, seeing price increases exceeding 100% [1] Group 3 - Shijia Photon has seen a cumulative stock price increase of 387.68% this year, with its 400G and 800G optical chips becoming core revenue contributors [2] - The demand for high-bandwidth products is expected to continue growing, supporting long-term performance growth for companies in the sector [2] - 17 computing power concept stocks received significant QFII holdings, with several stocks, including Chuling Information and Wanzhong Optoelectronics, having QFII holdings exceeding 1% [2] Group 4 - Chuling Information has been investigated by 15 institutions, showcasing its AI operation capabilities and future adaptability to AI computing needs [3] - Other QFII-heavy concept stocks, such as Taicheng Light and Haowei Group, are projected to see significant net profit growth in 2025, with expected increases of 64.92% and 33.5%, respectively [3]

5个行业获主力资金净流入。 据证券时报·数据宝统计，今日（11月19日）沪深两市主力资金净流出348.42亿元，其中创业板净流出118.03亿元。 行业板块方面，申万一级10个行业上涨，有色金属行业涨幅居首，达2.39%；石油石化、国防军工和美容护理行业均涨超1%。21个下跌行业中， 综合行业跌幅居首，达3.08%；房地产行业跌2.09%，传媒、建筑材料、商贸零售和计算机等行业均跌超1%。 （原标题：主力资金丨尾盘主力出手，4股被盯上） 4股尾盘主力资金净流入均超1亿元 从资金流向来看，申万一级行业中，5个行业获主力资金净流入。国防军工行业主力资金净流入居首，达22.58亿元；通信行业主力资金净流入7.93 亿元，居次席。有色金属、农林牧渔和美容护理行业净流入金额均超1.3亿元。 26个主力资金净流出的行业中，计算机行业净流出61.21亿元，居首；电子和医药生物行业主力资金净流出均超41亿元，传媒、机械设备、电力设 备和汽车行业主力资金净流出均超26亿元。 光模块龙头股获主力资金抢筹居首 从个股来看，69股主力资金净流入均超1亿元，其中13股净流入金额均超3亿元。 光模块龙头股新易盛主力资金净流入9.56亿元 ...

Investment Rating - The report maintains a "Positive" investment rating for the communication industry [12] Core Insights - The communication sector continues to experience high growth in Q3 2025, driven by AI, with a significant expansion in computing power infrastructure and deepening applications [2][10] - The overall revenue for the communication industry (excluding the three major operators) reached CNY 659.77 billion in the first three quarters of 2025, a year-on-year increase of 16.10%, with a net profit of CNY 51.44 billion, up 19.20% [20][24] - In Q3 2025, the sector achieved revenue of CNY 225.41 billion, a 16.41% increase year-on-year, and a net profit of CNY 17.89 billion, reflecting a 26.42% growth [20][24] Summary by Sections Industry Overview - The communication industry shows sustained performance with a continued high level of sector prosperity, driven by strong demand for AI and optical communication [20][29] - The revenue growth for various sub-sectors includes optical devices, which saw a significant increase, and IDC and related equipment, which also experienced substantial growth [29] Computing Power Industry Chain - Operators are seeing a slight recovery in revenue growth, with capital expenditures increasingly directed towards intelligent computing centers [8] - The demand for high-speed interconnects is surging, leading to significant revenue and profit growth in optical modules, while supply constraints are pushing up profit margins [8][29] Big Connectivity Industry Chain - The Internet of Things (IoT) continues to grow, driven by 5G penetration and demand for smart terminals, with stable revenue and profit growth across the industry [9] - The satellite communication sector is also witnessing upward trends in revenue and profit, with accelerated civilian applications of satellite technology [9] Investment Recommendations - The report recommends focusing on key players in various segments, including operators like China Mobile, China Telecom, and China Unicom, as well as companies in optical modules, IDC, and AI applications [10][31]

5个行业获主力资金净流入。 据证券时报·数据宝统计，今日（11月19日）沪深两市主力资金净流出348.42亿元，其中创业板净流出 118.03亿元。 行业板块方面，申万一级10个行业上涨，有色金属行业涨幅居首，达2.39%；石油石化、国防军工和美 容护理行业均涨超1%。21个下跌行业中，综合行业跌幅居首，达3.08%；房地产行业跌2.09%，传媒、 建筑材料、商贸零售和计算机等行业均跌超1%。 从资金流向来看，申万一级行业中，5个行业获主力资金净流入。国防军工行业主力资金净流入居首， 达22.58亿元；通信行业主力资金净流入7.93亿元，居次席。有色金属、农林牧渔和美容护理行业净流入 金额均超1.3亿元。 26个主力资金净流出的行业中，计算机行业净流出61.21亿元，居首；电子和医药生物行业主力资金净 流出均超41亿元，传媒、机械设备、电力设备和汽车行业主力资金净流出均超26亿元。 光模块龙头股获主力资金抢筹居首 从个股来看，69股主力资金净流入均超1亿元，其中13股净流入金额均超3亿元。 光模块龙头股新易盛主力资金净流入9.56亿元，居首。国盛证券研报认为，当前光模块行业正经历由AI 算力驱动的黄金发展期行 ...

水产养殖、锂矿等概念走强 ST中迪21连板 盘面上来看，行业板块、概念跌多涨少。其中，有色金属、保险、贵金属、石油石化、美容护理、银行 等行业涨幅靠前；水产养殖、锂矿、预制菜、有机硅、黄金、海洋经济等概念走势活跃。房地产、传 媒、商贸零售、建筑材料、计算机、医药生物、环保、机械设备等行业跌幅居前；海南自贸、植物照 明、托育服务、广电、同步磁阻电机、复合集流体、影视、短剧互动游戏等概念走势较弱。涨停个股主 要集中在化工、农林牧渔、纺织服饰、轻工制造、国防军工等行业。 11月19日，上证指数全天窄幅震荡；深证成指早盘一度上扬，随后快速回落，午后探底回升，尾盘有所 回落；创业板指早盘冲高回落，午后一度走低，随后回升上扬，尾盘小幅回落；科创50指数早盘震荡走 低，午后探底回升，尾盘小幅回落。截至收盘，上证指数报3946.74点，涨0.18%，成交额7209亿元；深 证成指平收，报13080.09点，成交额10050亿元；创业板指报3076.85点，涨0.25%，成交额4636.5亿元； 科创50指数报1344.80点，跌0.97%，成交额455亿元。沪深两市合计成交17259亿元，成交额较上一交易 日减少2001.1 ...

Market Overview - The A-share market experienced a fluctuating trend, with the Shanghai Composite Index rising by 0.18% to close at 3946.74, while the Shenzhen Component Index remained flat and the ChiNext Index increased by 0.25% to 3076.85 [3][4]. Sector Performance - The gold sector showed strength, and the aquaculture sector surged in the afternoon, with stocks like Guolian Aquatic and Zangzi Island hitting the daily limit [4][5]. - The banking sector also performed well, with China Bank rising over 3% to reach a historical high, alongside significant gains in other banks like Everbright Bank and Ping An Bank [6]. Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets was 1.73 trillion, a decrease of 200.2 billion from the previous trading day, with over 4100 stocks declining [7]. - Main funds saw a net inflow into sectors such as telecommunications, banking, and precious metals, while there was a net outflow from computer, media, and pharmaceutical sectors [9]. Institutional Insights - Shenwan Hongyuan predicts a comprehensive market rally may start in the second half of 2026, marking the beginning of "Bull Market 2.0" [10]. - Zhongyuan Securities notes that the current A-share market is in a phase of consolidation around the 4000-point mark, with a likely continuation of style rebalancing between cyclical and technology sectors [11]. - CITIC Securities observes that the Shanghai Composite Index is fluctuating around 4000 points, with total market turnover decreasing to around 2 trillion, indicating active investment in thematic and growth sectors [12].

Market Overview - The total trading volume in the Shanghai and Shenzhen markets reached 1.73 trillion yuan, a decrease of 200.2 billion yuan compared to the previous trading day [1][4] - The three major A-share indices showed mixed performance, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index remaining flat, and the ChiNext Index increasing by 0.25% [1] Sector Performance - The gold sector showed strong performance, while the aquaculture sector surged in the afternoon, with military equipment, insurance, silicon energy, and beauty care sectors also performing actively [2] - Conversely, the Hainan Free Trade Zone sector adjusted, and the gas, cultural media, diversified finance, real estate, and pharmaceutical sectors experienced notable declines [2] Individual Stock Highlights - Notable gainers in the aquaculture sector included Guolian Aquatic, Zhangzidao, and Dahu Co., with significant price increases of 20.09%, 10.10%, and 10.08% respectively [3] - The banking sector also performed well, with China Bank rising over 3% to reach a historical high, alongside significant gains from Everbright Bank, Ping An Bank, and Jiangsu Bank [4] Capital Flow - Main capital inflows were observed in the communication, banking, and precious metals sectors, while there were net outflows from the computer, media, and pharmaceutical sectors [6] - Specific stocks with net inflows included Xinyi Sheng, Haili Heavy Industry, and Ningde Times, attracting 978 million yuan, 679 million yuan, and 612 million yuan respectively [7] - Conversely, stocks such as Huasheng Tiancheng, Liou Co., and SMIC faced net outflows of 1.044 billion yuan, 993 million yuan, and 830 million yuan respectively [8] Analyst Insights - Shenwan Hongyuan predicts a potential comprehensive market rally in the second half of 2026, marking the beginning of "Bull Market 2.0" [9] - Zhongyuan Securities suggests that the current A-share market is in a phase of consolidation around the 4000-point mark, with a likelihood of continued market style rebalancing [9] - CITIC Securities notes that the Shanghai Composite Index is fluctuating around 4000 points, with total market turnover decreasing to approximately 2 trillion yuan, indicating a focus on thematic investments and growth sectors [9]

市场早间冲高回落，深成指、沪指先后翻绿，创业板指一度涨超1%。但黄白线分化明显，中小盘股普 跌，微盘股指数跌超2%。南财金融终端显示，截至早盘收盘，沪指跌0.04%，深成指跌0.32%，创业板 指涨0.12%。 盘面上热点较为杂乱，全市场超4500只个股下跌。 从板块来看，军工板块表现活跃，亚星锚链、亚光科技双双涨停； 银行板块走强，中国银行涨近3%创历史新高； 化工板块盘中拉升，恒光股份、蓝丰生化等涨停。 个股方面，中际旭创成交额超120亿元居首，华胜天成、宁德时代、新易盛成交额靠前。 | 沪深A股 | 上证A股 | 深证A股 | 创业板 | 科创板 风险警示 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 代码 | | 名称 | | 张福 | 最新给 | 涨跌 | 凝速 | 盘比 | 损手率 | 振幅 | 成交談▼ | | 1 300308 | | 中标相则 | | +2.98% | 486.99 | +14.08 | -0.08% | 0.91 | 2.21% | 5. ...