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聚焦AI算力,5G通信ETF(515050)盘中涨超2%,近5日获资金净流入超3.6亿元
Mei Ri Jing Ji Xin Wen· 2025-09-29 04:26
Core Insights - The A-share market showed mixed performance on September 29, with the 5G Communication ETF (515050) experiencing a significant intraday rise, peaking over 2% before settling at a 1.77% increase by 10:08, with a trading volume of 160 million yuan [1] - The 5G Communication ETF has attracted substantial capital inflow, with over 360 million yuan net inflow in the past five days, bringing its total size to 9.577 billion yuan [1] - The ETF focuses on AI computing hardware and leading electronics companies, tracking the CSI 5G Communication Theme Index, with significant weightings in optical module CPO stocks (38%) and PCB circuit board stocks (14%) [1] - The top ten holdings of the ETF account for 62.27% of its total weight, including companies like Xinyiseng, Zhongji Xuchuang, and Lixun Precision [1] - The rapid development of AI is expected to drive unprecedented demand for computing power and data traffic, with Galaxy Securities projecting that the 5G sector will lead globally and that the integration of new and old driving forces will enhance productivity [1] - The steady advancement of 5G network construction is leading to an expanding base of gigabit users, improving operators' profitability and cash flow, which may result in performance exceeding expectations in the 5G + AI sector [1]
创业50ETF(159682)涨2.07%,半日成交额2.95亿元
Xin Lang Cai Jing· 2025-09-29 03:40
Core Viewpoint - The article highlights the performance of the Chuangye 50 ETF (159682) as of September 29, noting a 2.07% increase in its value and a trading volume of 295 million yuan, indicating strong market interest and positive investor sentiment [1] Group 1: ETF Performance - The Chuangye 50 ETF (159682) closed at 1.477 yuan, with a trading volume of 2.95 billion yuan [1] - The ETF's performance benchmark is the return of the ChiNext 50 Index, managed by Invesco Great Wall Fund Management Co., with fund managers Wang Yang and Zhang Xiaonan [1] - Since its inception on December 23, 2022, the ETF has achieved a return of 44.75%, with a one-month return of 18.61% [1] Group 2: Top Holdings Performance - Key holdings in the ETF include: - Ningde Times up 3.05% - Dongfang Wealth up 2.92% - Huichuan Technology up 0.44% - Zhongji Xuchuang up 2.00% - Mai Rui Medical down 1.39% - Xinyi Sheng up 2.86% - Sunshine Power up 3.97% - Shenghong Technology up 2.29% - Yiwei Lithium Energy up 7.57% - Tonghuashun up 1.84% [1]
新易盛股价涨5.35%,兴证全球基金旗下1只基金重仓,持有6.6万股浮盈赚取132.11万元
Xin Lang Cai Jing· 2025-09-29 02:51
兴证全球可持续投资三年定开混合(019384)成立日期2023年12月4日,最新规模4.05亿。今年以来收 益32.41%,同类排名2694/8244;近一年收益44.02%,同类排名2895/8080;成立以来收益41.76%。 兴证全球可持续投资三年定开混合(019384)基金经理为何以广。 截至发稿,何以广累计任职时间10年130天,现任基金资产总规模28.7亿元,任职期间最佳基金回报 111.91%, 任职期间最差基金回报-26.79%。 9月29日,新易盛涨5.35%,截至发稿,报394.01元/股,成交99.25亿元,换手率2.89%,总市值3916.35 亿元。 资料显示,成都新易盛通信技术股份有限公司位于四川省成都市双流区黄甲街道物联大道510号,成立 日期2008年4月15日,上市日期2016年3月3日,公司主营业务涉及光模块的研发、生产和销售。主营业 务收入构成为:25G以上98.86%,25G以下0.87%,其他0.26%,PON0.00%。 从基金十大重仓股角度 数据显示,兴证全球基金旗下1只基金重仓新易盛。兴证全球可持续投资三年定开混合(019384)二季 度持有股数6.6万股,占基 ...
新易盛股价涨5.35%,同泰基金旗下1只基金重仓,持有7.91万股浮盈赚取158.24万元
Xin Lang Cai Jing· 2025-09-29 02:51
同泰数字经济股票A(012696)成立日期2021年7月26日,最新规模6375.19万。今年以来收益77.78%, 同类排名57/4220;近一年收益126.19%,同类排名68/3835;成立以来收益13.23%。 同泰数字经济股票A(012696)基金经理为陈宗超。 截至发稿,陈宗超累计任职时间4年66天,现任基金资产总规模3.15亿元,任职期间最佳基金回报 30.05%, 任职期间最差基金回报-26.45%。 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。 责任编辑:小浪快报 9月29日,新易盛涨5.35%,截至发稿,报394.01元/股,成交99.25亿元,换手率2.89%,总市值3916.35 亿元。 资料显示,成都新易盛通信技术股份有限公司位于四川省成都市双流区黄甲街道物联大道510号,成立 日期2008年4月15日,上市日期2016年3月3日,公司主营业务涉及光模块的研发、生产和销售。主营业 务收入构成为:25G以上98.86%,25G以下0.87%,其他 ...
创业板人工智能ETF拉升2%!AI群雄逐鹿“三超”!“光模块三巨头”领涨,中际旭创登顶吸金榜!
Xin Lang Ji Jin· 2025-09-29 02:40
29日早盘,"光模块三巨头"领涨,中际旭创同时登顶A股吸金榜+成交榜,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)震荡走高,场内价格盘中涨超2%,实时成交额超4.3 亿元,交投火热! 成份股方面,协创数据领涨超5%,新易盛涨逾4%,光库科技、中际旭创、东土科技涨超2%,天孚通 信、同花顺等个股跟涨。 值得关注的是,截至发稿,中际旭创、新易盛分别获主力资金净流入20亿元、12亿元,高居A股吸金榜 第一、第四位。中际旭创、新易盛实时成交额分别为100亿元、94亿元,霸居A股成交榜前两位。 全球AI竞赛正迈入新阶段,以"超大规模、超高能耗、超高投入"为特征的AI基础设施竞争正式拉开帷 幕——从芯片到液冷技术,从算力集群到能源配套,一条贯穿全球的AI算力产业链正在被全面激活。 在AI技术狂飙突进的当下,算力早已成为决定产业上限的关键变量。近日,英伟达宣布与OpenAI达成 战略合作,计划向OpenAI投资高达1000亿美元。此次合作,标志着英伟达在AI算力领域的进一步扩 张,这场"强强联合"构建了软硬件能力全球领先的生态系统,也让AI基础设施竞争的壁垒陡升。 把握以光模块为核心的A ...
3个行业获融资净买入 25股获融资净买入额超1亿元
Zheng Quan Shi Bao Wang· 2025-09-29 01:41
Wind统计显示,9月26日,申万31个一级行业中有3个行业获融资净买入,其中,通信行业获融资净买 入额居首,当日净买入10.53亿元;获融资净买入的行业还有传媒、汽车。 个股方面,9月26日有1413只个股获融资净买入,净买入金额在5000万元以上的有68股。其中,25股获 融资净买入额超1亿元。中际旭创获融资净买入额居首,净买入5.97亿元;融资净买入金额居前的还有 赛力斯、宁德时代、晶合集成、新易盛、剑桥科技、金风科技等股。 (文章来源:证券时报网) ...
创业板人工智能ETF华夏(159381)开盘跌0.97%
Xin Lang Cai Jing· 2025-09-29 01:40
Group 1 - The core viewpoint of the article highlights the performance of the ChiNext AI ETF (159381), which opened down by 0.97% at 1.632 yuan on September 29 [1] - The major holdings of the ChiNext AI ETF include stocks such as Zhongji Xuchuang, which opened down by 0.87%, and Xinyi Sheng, which fell by 1.04% [1] - The fund's performance benchmark is the ChiNext AI Index return, with a return of 64.43% since its inception on March 14, 2025, and a return of 10.42% over the past month [1] Group 2 - The fund is managed by Huaxia Fund Management Co., Ltd., with the fund manager being Dan Kuan [1] - Other notable stock performances include Tianfu Communication down by 2.21%, Softcom Power up by 1.10%, and Beijing Junzheng up by 2.43% [1] - The article provides a snapshot of the ETF's performance and its key holdings, indicating a mixed performance among its top stocks [1]
505股获融资买入超亿元,赛力斯获买入34.85亿元居首
Mei Ri Jing Ji Xin Wen· 2025-09-29 01:29
从融资净买入金额来看,有25只个股获融资净买入超亿元。其中,中际旭创、赛力斯、宁德时代融资净 买入金额排名前三,分别获净买入5.97亿元、5.91亿元、4.8亿元。 从融资买入额占当日总成交金额比重来看,有4只个股融资买入额占比超30%。其中品茗科技、佳电股 份、康为世纪融资买入额占成交额比重排名前三,分别为81.88%、33.52%、32.9%。 每经AI快讯,Wind数据显示,A股9月26日共有3719只个股获融资资金买入,有505股买入金额超亿元。 其中,赛力斯、新易盛、中际旭创融资买入金额排名前三,分别获买入34.85亿元、29.28亿元、28.15亿 元。 ...
股权激励板块牛股成群,优质潜力股曝光
Zheng Quan Shi Bao· 2025-09-29 00:01
Core Viewpoint - The implementation of equity incentives has significantly boosted the performance of many companies in the A-share market, with an average increase of over 64% in the equity incentive sector, outperforming major indices like the Shanghai Composite Index and the ChiNext Index [1][2]. Group 1: Performance of Companies - The equity incentive sector has seen 27 stocks more than double in value this year, with New Yisheng leading at a 354.85% increase [1]. - Companies like Nanya New Materials and Zhongji Xuchuang have also shown impressive growth, with revenue increases of over 43% and net profit increases of nearly 58% [1]. - The majority of companies that implemented equity incentives have experienced significant performance improvements, with 88% reporting revenue growth and 76.88% reporting net profit growth [2]. Group 2: Impact of Equity Incentives - Equity incentives align the interests of employees with those of the company, enhancing motivation and innovation, which in turn drives company performance in various areas [2]. - The market perceives companies that implement equity incentives as more confident in their future growth, leading to higher stock valuations [2]. Group 3: Future Growth Potential - Recent data indicates that 63 stocks have implemented equity incentives since September, with many expected to achieve high growth rates in net profit, exceeding 15% in the coming years [3]. - Shaoneng Co., with a low price-to-book ratio of 1.32, is highlighted as a company with significant growth potential in the clean energy sector [3]. - The company has set ambitious performance targets for its equity incentive plan, aiming for a net profit growth rate of at least 30% in 2025 and 97% by 2027 [4][5]. Group 4: Market Trends - The slow bull market in A-shares is creating favorable conditions for investment in the equity incentive sector, with expectations of more quality companies emerging [6]. - The increasing recognition of the importance of equity incentives among companies is likely to lead to more opportunities for investors [6].
从英伟达到ASI,算力景气再确认
GOLDEN SUN SECURITIES· 2025-09-28 09:06
Investment Rating - The report maintains a "Buy" rating for companies in the computing power sector, particularly recommending leading firms in the optical module industry such as Zhongji Xuchuang and Xinyi Sheng [8][11]. Core Insights - The collaboration between Nvidia and OpenAI marks a significant milestone, indicating that the demand for computing power is a long-term trend rather than a short-term phenomenon [24][25]. - Alibaba's CEO outlined a three-phase roadmap towards Artificial Super Intelligence (ASI), emphasizing the critical role of computing power in this evolution [27][28]. - The report highlights the ongoing arms race in computing infrastructure among major AI players, with unprecedented capital investments aimed at securing resources for future AI developments [30]. Summary by Sections Investment Strategy - The report suggests focusing on the computing power sector, particularly in optical communication, with specific companies recommended for investment [16]. - Key companies include Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, among others [9][16]. Market Overview - The communication sector experienced a decline, with quantum communication performing relatively well [20][21]. - The report notes that the overall market sentiment is influenced by significant investments in AI infrastructure, particularly from Nvidia and OpenAI [19][24]. AI Development and Computing Power - The partnership between Nvidia and OpenAI involves deploying at least 10 GW of AI data centers, with Nvidia planning to invest up to $100 billion [25][26]. - OpenAI's active user base has surpassed 700 million, highlighting the increasing demand for computing resources [26]. Phases of ASI Evolution - The three phases towards ASI include: 1. Emergence of general AI (AGI) 2. Autonomous action phase 3. Self-iterative phase, which demands nearly limitless computing power [29][28]. Future Outlook - The report anticipates a significant increase in capital expenditures (CAPEX) in the domestic market, driven by recent actions from major players like Alibaba [30][7]. - The computing power supply chain is expected to benefit across various segments, including AI chips, servers, and cooling solutions [30].