8月6日，截至13时53分，创业板人工智能指数冲高上涨逾1%，成份股方面，东方国信领涨20.02%，恒 信东方上涨5.21%，万兴科技上涨3.74%，新易盛涨超2%。 | | | F9 盘前盘后 婴加 九转 画线 工具 (6 (2 )> | | | | | | 创业板人工智能ETF华宝 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.620 | | 159363[创业板人工智能ETF本部] 13:57 价 | E .13% | | 0.628 +0.006 +0.96% | | | | CHANTED A | | | | | | | SZSE CNY 13:57:18 交易中 | | | | 27 0 + | | 0.87 | | | 0.56% | 净值走势 | | 华宣创业板人工智能ETF | 今年 | 30,18% 120日 | 15.56% | | | | | | 酸比 | -10.27% 贬差 | -48736 | 5日 | 1.78% 250日 | 0.00% | | 0.622 | | | 0.0096 ...

Core Points - The article discusses the performance of the Chuangye 50 ETF (159682) as of August 6, noting a slight increase of 0.29% to a price of 1.029 yuan with a trading volume of 39.1057 million yuan [1] - The major holdings of the Chuangye 50 ETF include companies like Ningde Times, Dongfang Wealth, and Huichuan Technology, with varying performance among these stocks [1] - The fund's performance benchmark is the return rate of the ChiNext 50 Index, managed by Invesco Great Wall Fund Management Co., with a return of 2.60% since its inception on December 23, 2022, and a return of 9.00% over the past month [1] Company Performance - Ningde Times experienced a slight decline of 0.08%, while Dongfang Wealth fell by 0.21% [1] - Huichuan Technology saw an increase of 2.50%, and other notable gainers included Xinyisheng with a rise of 1.61% and Yangguang Electric with an increase of 1.01% [1] - The overall performance of the ETF reflects mixed results among its top holdings, indicating varying market conditions for these companies [1]

Core Insights - The A-share market opened with fluctuations, with strong performances in sectors such as military, pharmaceuticals, and robotics. The AI ETF (515070) saw a rise of over 1%, with stocks like New E-Success, Kunlun Wanwei, and Hikvision also increasing. The AI ETF has risen over 12% in the past month due to frequent major tech events [1] Group 1: Market Performance - The A-share market showed volatility at the opening, with military, pharmaceutical, and robotics sectors performing well [1] - The AI ETF (515070) increased by more than 1%, with notable gains in stocks such as New E-Success, Kunlun Wanwei, and Hikvision [1] - The AI ETF has experienced a growth of over 12% in the last month, driven by significant technological events [1] Group 2: Policy and Financial Support - Seven departments jointly issued guidelines to support financial backing for new industrialization, emphasizing the integration of digital economy with the real economy [1] - The guidelines encourage financial institutions to utilize technologies like big data, blockchain, and artificial intelligence to streamline business processes and enhance service efficiency, particularly for small and medium-sized enterprises [1] Group 3: Investment Opportunities - Changjiang Securities highlighted the timely nature of AI applications and financial innovation, suggesting a focus on future prospects [1] - Despite differences in the pace of AI application deployment between overseas and domestic markets, the performance of large models is expected to accelerate the implementation of AI applications [1] - The current environment indicates that AI applications are approaching a critical point for deployment, presenting significant investment opportunities [1]

从中证中国内地企业500通信服务指数持仓的市场板块来看，深圳证券交易所占比36.49%、香港证券交 易所占比31.54%、纳斯达克全球精选市场证券交易所(Consolidated Issue)占比19.17%、上海证券交易所 占比7.84%、纽约证券交易所占比3.69%、纳斯达克股票市场证券交易所(Consolidated Large Cap)占比 1.27%。 从中证中国内地企业500通信服务指数持仓样本的行业来看，通信设备占比26.74%、数字媒体占比 20.11%、电信运营服务占比14.59%、文化娱乐占比4.95%、数据中心占比4.63%、营销与广告占比 3.01%、通信技术服务占比1.83%。 金融界8月5日消息，上证指数高开高走，中证中国内地企业500通信服务指数 (内地企业通信，931538) 报3105.25点。 数据统计显示，中证中国内地企业500通信服务指数近一个月上涨8.46%，近三个月上涨20.59%，年至 今上涨23.56%。 据了解，中证中国内地企业500行业指数系列从中证中国内地企业500指数样本中，按中证行业分类标准 进行分类，进入各自行业的全部证券作为相应行业指数的指数样本， ...

证券时报·数据宝统计，截至8月5日收盘，沪深两市共625只个股连续5日或5日以上主力资金净流出。从 净流出持续时间来看，亨通股份连续27日主力资金净流出，排名第一；ST逸飞等连续17日主力资金净 流出，位列第二。从主力资金净流出总规模来看，比亚迪主力资金净流出金额最大，连续8天累计净流 出35.77亿元，新易盛紧随其后，5天累计净流出24.39亿元。从主力资金净流出占成交金额的比例来看， 皇庭国际占比排名居首，该股近5日下跌5.14%。（数据宝） | 600089 | 特变电 | 5 | 3.66 | 7.85 | -4.78 | | --- | --- | --- | --- | --- | --- | | | 工 | | | | | | 603496 | 恒为科 | 7 | 3.46 | 6.42 | -6.01 | | | 技 | | | | | | 002126 | 银轮股 | 5 | 3.42 | 6.33 | -4.68 | | | 份 | | | | | | 600550 | 保变电 | 1 1 | 3.34 | 5.82 | -5.91 | | | 气 | | | | | | 301609 | ...

沪指8月5日上涨0.96%，申万所属行业中，今日上涨的有31个，涨幅居前的行业为综合、银行，涨幅分 别为1.98%、1.59%。通信行业今日上涨1.25%。 资金面上看，两市主力资金全天净流出116.76亿元，今日有10个行业主力资金净流入，通信行业主力资 金净流入规模居首，该行业今日上涨1.25%，全天净流入资金24.85亿元，其次是非银金融行业，日涨幅 为1.23%，净流入资金为15.67亿元。 主力资金净流出的行业有21个，医药生物行业主力资金净流出规模居首，全天净流出资金53.36亿元， 其次是计算机行业，净流出资金为31.02亿元，净流出资金较多的还有国防军工、机械设备、电子等行 业。 通信行业今日上涨1.25%，全天主力资金净流入24.85亿元，该行业所属的个股共125只，今日上涨的有 98只，涨停的有6只；下跌的有23只。以资金流向数据进行统计，该行业资金净流入的个股有63只，其 中，净流入资金超亿元的有11只，净流入资金居首的是东信和平，今日净流入资金5.70亿元，紧随其后 的是中际旭创、长芯博创，净流入资金分别为4.58亿元、2.84亿元。通信行业资金净流出个股中，资金 净流出超5000万元 ...

Core Insights - The CSI Hong Kong-Shanghai-Shenzhen 500 Communication Services Index has shown significant growth, with a 10.16% increase over the past month, 20.08% over the past three months, and 20.80% year-to-date [1][2] Group 1: Index Performance - The CSI Hong Kong-Shanghai-Shenzhen 500 Communication Services Index is currently at 2069.32 points [1] - The index is based on a sample of securities categorized into 11 industries, reflecting the overall performance of different sectors within the index series [1] Group 2: Index Holdings - The top ten weighted stocks in the index include Tencent Holdings (14.19%), China Mobile (13.04%), Kuaishou-W (8.97%), and others [1] - The market segment distribution of the index holdings shows that the Hong Kong Stock Exchange accounts for 50.91%, Shenzhen Stock Exchange for 32.89%, and Shanghai Stock Exchange for 16.20% [1] Group 3: Industry Composition - The industry composition of the index holdings includes Telecommunications Services (37.04%), Digital Media (27.18%), and Communication Equipment (25.97%) [2] - The index samples are adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December [2]

市场全天震荡走高，沪指重回3600点上方，再创年内收盘新高。南财金融终端显示，截至收盘，沪指涨 0.96%，深成指涨0.59%，创业板指涨0.39%。 算力硬件股表现活跃，长飞光纤涨停。 下跌方面，医药股展开调整，奇正藏药跌停。 沪深两市全天成交额1.6万亿元，较上个交易日放量975亿。个股方面，中际旭创成交额超86亿元居首， 工业富联、新易盛、西藏天路成交额靠前。 | 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 | | 深刻 | 最新给 | 淵跌 | 源速 | 最比 | 换手率 | 張暢 | 成交额 ▼ | | 1 300308 | 中际旭创 | R | +1.20% | 210.92 | +2.50 | +0.01% | 0.91 | 3.77% | 7.13% | 26.986 | | 2 601138 | 工业需联 | RS | +6.31%: | 35.05 | +2.08 | +0.20% ...

Group 1 - The core viewpoint of the article highlights the strong performance of optical modules and the 5G communication ETF, indicating a positive market trend in the AI computing infrastructure sector [1] - The overseas AI computing infrastructure is transitioning from an "investment phase" to a "harvest phase," with the market currently underestimating its long-term growth potential and certainty [1] - The overseas AI computing industry chain possesses significant advantages in technological ecology, business closure, and sustainable capital investment [1] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G communication theme index, with a latest scale exceeding 6 billion yuan, focusing on key players in the Nvidia, Apple, and Huawei supply chains [1] - AI computing concept stocks account for over 30% of the ETF's weight, while optical module CPO concept stocks represent 31% and PCB circuit board concept stocks account for 15.95% [1] - The top ten weighted stocks in the ETF include major companies such as Zhongji Xuchuang, Xinyi Sheng, and Lixun Precision [1] Group 3 - For higher volatility, the company suggests considering the ChiNext AI ETF (159381), which tracks the ChiNext AI index and selects AI-focused companies listed on the ChiNext board [1] - The optical module weight in the ChiNext AI ETF exceeds 41%, with the top three constituent stocks being Zhongji Xuchuang (15.89%), Xinyi Sheng (14.86%), and Tianfu Communication (4.77%) [1] - The annual management fee rate for the ChiNext AI ETF is 0.15%, and the custody fee rate is 0.05%, making it the lowest comprehensive fee rate among comparable funds [1]

Core Viewpoint - The A-share market is experiencing a phase of intensive disclosure of semi-annual reports, with companies that exceed expectations receiving significant attention from the market, indicating a positive influx of capital despite a complex economic environment [1] Group 1: Performance Highlights - A total of 59 stocks have been recognized by brokerage institutions for exceeding performance expectations, including major companies such as CATL, Industrial Fulian, Zijin Mining, Muyuan Foods, and WuXi AppTec [3] - The electric equipment industry stands out with 8 stocks making the list of exceeding expectations, reflecting a high overall industry prosperity [4] - 18 stocks reported a net profit growth of over 100% in the first half of the year, with Zhimin Da achieving a remarkable net profit growth of 21.48 times, driven by significant order growth in embedded modules and strong performance in missile and AI products [4] Group 2: Market Trends - The 59 stocks that exceeded expectations have seen an average increase of 37.45% year-to-date, significantly outperforming the Shanghai Composite Index [5] - Six stocks have doubled in value, including Shijia Photon, Jieput, Xinyi Sheng, Zhenyu Technology, Zhimin Da, and Craft Home [5] - Financing funds have shown strong interest in stocks with exceeding performance, with 18 such stocks seeing a net buy-in of over 100 million yuan since July, led by Xinyi Sheng with a net buy-in of 3.406 billion yuan [5] Group 3: Industry Leaders - Industry leaders such as WuXi AppTec, CATL, Zijin Mining, and Zhongji Xuchuang have also seen significant increases in financing, reinforcing their investment value due to their technological advantages and market positions [5] - Suotong Development is expected to report a net profit of 450 million to 540 million yuan in the first half of 2025, representing a year-on-year growth of 13.35 to 16.22 times, benefiting from rising pre-baked anode prices and strong market demand [5]