相关产品： 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括寒武纪-U、海康威视、中际旭创、中科曙光、科大讯飞、韦尔股份、新易盛、 澜起科技、金山办公、紫光股份等国内科技龙头。 今日A股开盘后震荡走强，5G通信、光伏、新能源、机器人等赛道表现出色，人工智能AIETF （515070）持仓股新易盛大涨超9%，中际旭创、东华软件、三六零、石头科技等个股纷纷跟涨，人工 智能AIETF（515070）盘中上涨超0.5%，持仓股有所分化。资金方面，近5日资金净流入超8000万元。 人工智能AIETF（515070） 华夏中证人工智能主题ETF联接A（008585）、华夏中证人工智能主题ETF 联接C（008586） 中泰证券认为，无论是底层以算力资源为基础的数字产业集群，还是大模型、智能机器人、AI手机、 AIPC等丰富多彩的终端应用，背后都是以人工智能为发展主线与技术基础，政府工作报告中的这部分 内容进一步明确了人工智能在我国新质生产力乃至数字 ...

新易盛（300502）涨幅扩大至9.34%，通信设备ETF(159583)持有该股票7.68%，当前涨幅为2.14%，连 涨3天，最新价创20日新高，成交额476.73万元，较昨日此时放量25.96%。 ...

A500指数ETF（159351）紧密跟踪新一代标杆指数中证A500指数，该指数优选各行业市值代表性强、 表征行业龙头的500只股票，兼顾大市值的同时均衡覆盖A股各行业核心龙头资产。此外，该指数在电 子、电力设备、医药生物、计算机等行业权重较大，成长属性更强。A500指数ETF（159351）还配备了 场外联接基金（A类022453；C类022454）。 5月8日，三大指数集体低开后震荡走强，创业板指涨逾1%，沪指涨0.22%，深成指涨0.45%，人脑工 程、保险、跨境电商等板块指数涨幅居前。主要宽基ETF中，A500指数ETF（159351）高开高走，截至 发稿涨0.73%，成交额快速突破3亿元。成分股中，新易盛涨超8%，盈峰环境、中际旭创、东华软件等 多股跟涨。 资金流向上，Wind金融终端数据显示，本周以来的两个交易日（5月6日、7日）里，A500指数ETF （159351）连续获资金净流入，累计"吸金"超1亿元。 展望后市，东吴证券指出，在中期维度下继续看好成长，"宽货币+弱美元"是影响风格的重要线索。"四 月决断"后，市场的风格选择或将发生转变。内部方面，经济和业绩数据风险得以出清，针对政治局会 议 ...

Market Overview - A-shares opened lower on May 8, with the three major indices showing slight gains in early trading, particularly the ChiNext index which turned positive [1] - The Shanghai Composite Index rose by 0.12% to 3346.55, the Shenzhen Component Index increased by 0.34% to 10138.42, and the ChiNext Index gained 0.81% to 2012.72 [1] - Hong Kong stocks also saw a rise, with the Hang Seng Index up 0.24% to 22746.39 and the Hang Seng Tech Index up 0.22% to 5211.26 [2][3] Bond Market - The bond market showed positive movement, with the 30-year treasury futures contract rising by 0.26%, the 10-year contract up by 0.17%, the 5-year contract increasing by 0.12%, and the 2-year contract gaining 0.03% [4][10] Policy Support - A recent press conference highlighted a "package of financial policies" aimed at stabilizing the market and expectations, focusing on both supply and demand in the real estate sector [4] - The policies aim to lower housing costs to stimulate demand and optimize the balance sheets of real estate companies, while also enhancing the resilience of the stock market through increased capital inflow and institutional reforms [4] Company Highlights - "Hushang Ayi" (沪上阿姨) had a strong debut, opening nearly 70% higher and maintaining over a 50% increase at the time of reporting [5] - The CPO concept stocks saw significant gains, with companies like Xinyi Sheng (新易盛) and Zhongji Xuchuang (中际旭创) both rising over 5% [7][8] - Conversely, PEEK material concept stocks experienced a sharp decline, with companies like Zhongxin Fluorine Materials (中欣氟材) hitting the limit down and others like Xinhang New Materials (新瀚新材) dropping over 9% [9]

Group 1 - The core point of the article is the significant increase in stock prices of companies such as 新易盛 and 中际旭创, which rose over 5% following news about potential changes in AI chip export restrictions [1] - The U.S. Department of Commerce spokesperson announced that President Trump plans to lift the restrictions on advanced AI chip exports that were implemented during the Biden administration [1] - Other companies in the sector, including 兆龙互连, 天孚通信, 长飞光纤, 太辰光, 源杰科技, and 博创科技, also experienced stock price increases in response to this news [1]

本报记者 李万晨曦 在AI技术不断渗透的背景下，A股光通信板块2024年业绩呈现出整体向好的态势，特别是光模块细分赛道，相关公司去年 业绩更为亮眼。 东方财富Choice金融终端数据统计，A股光通信板块59家企业中，超半数企业2024年业绩向好。其中，24家企业实现净利 润增长，7家企业实现扭亏，3家企业实现减亏。光模块企业中，成都新易盛通信技术股份有限公司（以下简称"新易盛"）、武 汉联特科技股份有限公司（以下简称"联特科技"）、中际旭创股份有限公司（以下简称"中际旭创"）去年净利润同比增幅均超 100%。 "在市场占有率方面，中国光模块厂商已占据多数席位，与国际企业并驾齐驱，可以说，光模块细分领域已成为中国在全 球通信领域极具竞争力的优势赛道。伴随AI算力需求的井喷式增长，中国光模块企业将加速技术迭代与产能扩张，为整个产业 链上下游企业带来广阔的市场空间。"上海杉达学院数字商法研究中心研究助理武于蒙对《证券日报》记者表示。 高端光模块成布局重点 "为满足海量数据实时处理与传输需求，国内众多数据中心正加速网络架构升级，从传统的低速率传输向高速互联转型， 这显著提升了市场对高端光模块的需求。"中国数实融合50 ...

Group 1 - The report emphasizes a continued oscillating market pattern influenced by U.S.-China tensions, liquidity conditions, and policy shifts, with a focus on the importance of policy effectiveness in driving market momentum [1][9][10] - The report suggests prioritizing investments in sectors with independent industrial trends, such as domestic AI, smart vehicles, and robotics, while also considering sectors related to domestic consumption and real estate as policy support emerges [2][10] Group 2 - The report recommends specific stocks, including New Steel Co., which is expected to benefit from external empowerment and high-end product structure, projecting significant profit recovery [3][11] - Zhongyan Dadi is highlighted for its competitive edge in geotechnical engineering, particularly in new infrastructure projects, with expected profit growth driven by nuclear power and water conservancy projects [13][14] - Yinlong Co. is noted for its rapid increase in market share and profitability in the prestressed steel and track slab sectors, with a projected compound annual growth rate of over 30% in profits [17][18] - Daikin Heavy Industries is recognized for its strong performance in the offshore wind sector, with significant revenue growth from exports and a focus on new energy projects [19][20] - Tianshan Aluminum is expected to leverage its integrated layout for cost advantages, with projected net profits of 4.8 billion to 6 billion yuan from 2025 to 2027 [22][25] - New Yisheng is projected to see continued growth driven by the demand for 800G products, with net profits expected to reach 6.89 billion to 12.02 billion yuan from 2025 to 2027 [26][27] - Shanxi Fenjiu is anticipated to maintain stable growth in revenue and profits, with a focus on high-end product lines [29][31] - Yanjing Beer is expected to benefit from seasonal demand and strong performance of its flagship product U8, with projected net profits increasing significantly [33][34] - Bairun Co. is positioned for accelerated growth due to its whisky product line and pre-mixed drinks, with net profits expected to rise from 860 million to 1.12 billion yuan from 2025 to 2027 [35][36] - Huhua Co. is projected to experience significant growth driven by the booming civil explosives industry and expansion into new markets [37][38] - Weir Shares is noted for achieving record revenue in Q1 2025, driven by the acceleration of automotive intelligence and high-end smartphone products [40]

截至2025年5月6日午间收盘，中证人工智能产业指数(931071)强势上涨2.68%，成分股三六零(601360)上涨7.14%，神州泰岳(300002)上涨6.39%，金山办公 (688111)上涨5.51%，拓维信息(002261)，新易盛(300502)等个股跟涨。人工智能ETF(515980)上涨2.47%， 冲击3连涨。 消息面方面，日前，广东省人民政府办公厅印发《广东省进一步激发市场主体活力加快建设现代化产业体系的若干措施》，其中提出，大力开发应用场景。 推动政府等公共服务机构率先接入人工智能大模型，在自动驾驶、低空经济等领域设立城市级实景测试场，每年建成20个以上区域特色场景、100个以上具 有推广价值和带动作用的示范场景，加快形成大规模商业应用。 中银证券表示，计算机行业的投资价值在近期的政治局会议中得到了显著的体现，特别是对于AI板块而言。4月底会议强调了加快实施"人工智能+"行动的 重要性，这不仅表明了政府对于人工智能发展的高度重视和支持态度，也预示着人工智能、机器人、智慧养老、跨境支付等多个领域将迎来新的发展机遇。 据了解，人工智能ETF(515980)是目前市场上仅有的一只跟踪人工智 ...

通信行业机构持仓和业绩综述 20250505 摘要 • 2025 年一季度，北美云厂商资本开支同比增长 65%至 720 亿美元，预示 海外 AI 需求强劲，国内资本开支亦逐步筑底回升，腾讯预计 2025 年资本 开支增长超 50%，国内 AI 创新加速，为通信行业带来增长动力。 • 一季度通信行业基金持仓占比下降至 2.8%，超配比例为-1.54%，处于历 史低位，但机构持仓仍聚焦 AI 产业链，前十大持仓集中于网络设备、设备 制造、光模块及 PCB 领域，新易盛首次成为机构第一大持仓。 • 2024 年通信行业整体营收增长近 9%至 3 万多亿元，净利润增长约 7.57%；剔除三大运营商及中兴通讯等公司后，中小市值公司营收增长 12%，净利润增长 19%，业绩弹性更大。 • 2025 年一季度，通信行业整体营收同比增长 9%至 8,000 多亿元，归母 净利润增长 9.6%；剔除千亿市值公司后，其余企业营收同比增长 18%， 归母净利润同比增长 36%，受益于 AI 推动及细分领域资本开支增加。 • 2024 年光模块板块收入增长 60%至近 700 亿元，PCB 和 CCL 板块营收 增长 26%至约 ...

创业板公司最新融资余额3319.59亿元，已连续五个交易日减少，其间累计减少56.63亿元。 证券时报·数据宝统计显示，截至4月30日，创业板两融余额合计3328.14亿元，较上一交易日减少32.41 亿元。其中，融资余额合计3319.59亿元，较上一交易日减少32.34亿元，为连续五个交易日减少，其间 累计减少56.63亿元。 创业板两融余额及变动 市场表现方面，融资余额增幅超20%的个股中，其间平均上涨7.47%，表现强于创业板指，涨幅居前的 有大叶股份、联合化学、博创科技，分别上涨57.60%、57.50%、30.16%，跌幅居前的有宏工科技、美 好医疗、新天地，分别下跌16.37%、11.35%、10.48%。 其间融资余额变动幅度居前个股 | 代码 | 简称 | 最新融资余额（万 | 其间增减 | 代码 | 简称 | 最新融资余额 | 其间增减 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | （万元） | （%） | | 300548 | 博创科 | 33608.20 | 216.75 | 300979 ...