每经AI快讯，11月14日，新易盛（300502）在互动平台表示，公司在手订单充足，三季度营收环比波 动主要受部分产品阶段性出货节奏变化的影响，目前产能正处于持续释放过程中。 ...

新易盛在互动平台表示，公司在手订单充足，三季度营收环比波动主要受部分产品阶段性出货节奏变化 的影响，目前产能正处于持续释放过程中，谢谢！ ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好，贵公司1.6t光模块进展如何，后续是否有积极的 预期？ 新易盛（300502.SZ）11月14日在投资者互动平台表示，公司预计1.6T 产品在今年Q4至明年将处于持续 放量的阶段。 ...

沪深300ETF中金（510320）业绩比较基准为沪深300指数收益率，管理人为中金基金管理有限公司，基 金经理为刘重晋，成立（2025-04-16）以来回报为24.78%，近一个月回报为0.78%。 来源：新浪基金∞工作室 11月13日，截止午间收盘，沪深300ETF中金（510320）涨0.64%，报1.259元，成交额418.23万元。沪深 300ETF中金（510320）重仓股方面，宁德时代截止午盘涨8.18%，贵州茅台跌0.32%，中国平安涨 1.08%，招商银行跌0.23%，紫金矿业涨4.95%，新易盛跌1.85%，中际旭创跌2.19%，美的集团跌 0.73%，东方财富涨0.57%，长江电力跌1.19%。 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。 ...

Core Viewpoint - The article highlights the performance of the Chuangye 50 ETF (159682), which has shown a significant increase in value and notable movements in its constituent stocks as of November 13. Group 1: ETF Performance - The Chuangye 50 ETF (159682) rose by 2.44%, reaching a price of 1.472 yuan, with a trading volume of 203 million yuan [1] - Since its inception on December 23, 2022, the fund has achieved a return of 43.51%, with a monthly return of 0.91% [1] Group 2: Constituent Stocks Performance - Notable stock movements include: - Ningde Times increased by 8.18% - Zhongji Xuchuang decreased by 2.19% - Dongfang Caifu rose by 0.57% - Xinyi Sheng fell by 1.85% - Sunshine Power increased by 2.72% - Shenghong Technology remained unchanged - Huichuan Technology rose by 1.44% - Mindray Medical increased by 0.13% - Yiwei Lithium Energy surged by 10.71% - Tonghuashun rose by 1.73% [1]

Group 1: Lithium Battery Industry - The lithium battery industry has shown significant performance recovery in the first three quarters of 2025, with total revenue reaching 636.19 billion yuan, a year-on-year increase of 16.12% [1] - The net profit attributable to shareholders reached 62.62 billion yuan, marking a year-on-year growth of 40.37% [1] - The battery and cathode material segments performed particularly well, with Q3 net profit for the battery segment increasing by 53.61% year-on-year and 26.62% quarter-on-quarter [1] - Cathode materials transitioned from loss to profit, with substantial recovery in both year-on-year and quarter-on-quarter net profit in Q3 [1] - The stabilization of lithium carbonate prices and sustained terminal demand are expected to continue the performance recovery trend for midstream material manufacturers [1] Group 2: Communication Industry - The communication industry is experiencing strong growth driven by AI, with the Shenwan Communication Index showing a year-to-date increase of 63.37% as of November 7, 2025 [1] - Major North American cloud service providers, including Microsoft, Google, Meta, and Amazon, reported a combined capital expenditure growth of over 60% year-on-year in the first three quarters of 2025 [1] - The demand for high-speed optical modules is expected to increase, with NVIDIA's next-generation Vera Rubin architecture increasing the demand ratio for 1.6T optical modules from 1:2.5 to 1:5 [1] - The AI industry is entering a phase of explosive growth, with mobile phones and PCs undergoing comprehensive AI integration, propelling the industry into a high-growth trajectory [1] Group 3: ChiNext ETF Performance - As of November 13, 2025, the ChiNext Index (399006) rose by 1.88%, with constituent stocks such as Xinzhou Bang (300037) and Tianhua New Energy (300390) seeing increases of 18.38% and 12.95%, respectively [2] - The ChiNext ETF Ping An (159964) has seen a nearly 30% increase over the past three months, with a current price of 2.07 yuan [2] - The ETF has a one-year average daily trading volume of 8.12 million yuan, indicating strong liquidity [2] Group 4: ChiNext ETF Risk and Fee Structure - The ChiNext ETF Ping An has a management fee rate of 0.15% and a custody fee rate of 0.05%, which are among the lowest in comparable funds [3] - The ETF closely tracks the ChiNext Index, which consists of 100 stocks with high market capitalization and liquidity, reflecting the performance of the ChiNext market [3] - As of October 31, 2025, the top ten weighted stocks in the ChiNext Index accounted for 58.2% of the index [4]

Group 1 - The Shenzhen Growth 40 Index has shown strong performance, with a 2.50% increase, and key stocks such as Upstream Electric and Zhongcai Technology have risen significantly, indicating a robust growth trend in the market [1][3] - The top three industries represented in the Shenzhen Growth 40 Index are Power Equipment and New Energy (31.10%), Basic Chemicals (13.74%), and Communications (12.51%), highlighting the sectors driving growth [1] - Domestic power battery installation volume reached 578 GWh from January to October this year, a year-on-year increase of 42.4%, while global energy storage battery shipments grew by 90.7% in the same period, indicating a strong upward trend in the battery industry [1] Group 2 - Citic Securities predicts that global energy storage installations will reach approximately 290 GWh by 2025 and could reach 1.17 TWh by 2030, showcasing significant growth potential in the energy storage sector [2] - The domestic energy storage industry chain is gaining a competitive edge, with increasing global market share in battery cells and storage systems, supported by favorable policies that are accelerating marketization [2] - The basic chemicals sector is expected to experience a cyclical recovery driven by profit improvements, with factors such as capacity cycle recovery and policy support contributing to this trend [2] Group 3 - The top ten weighted stocks in the Shenzhen Growth 40 Index account for 69.02% of the index, with leading companies including CATL and Xinyu Technology, indicating concentrated investment in key growth firms [3]

Core Viewpoint - The global AI industry is experiencing a bearish impact due to recent negative comments, while the domestic AI sector shows resilience, particularly in application stocks [1] Group 1: Market Performance - The AI ETF (515070) saw a slight decline of 0.8%, but stocks like Beijing Junzheng rose over 4%, with other companies such as Stone Technology, Deepin Technology, Qihoo 360, and Dahua Technology performing well [1] - In the third quarter, public funds and northbound capital reached a historical high in their holdings of the communication sector, with AI computing power being a significant contributor to this increase [1] Group 2: Industry Developments - On November 10, Intel's AI infrastructure head Sachin Katti moved to OpenAI, indicating an intensifying competition for AI talent globally [1] - Meituan launched its first AI programming assistant, CatPaw, which focuses on agent collaboration and large-scale code generation, marking a significant step in the domestic "AI + software engineering" sector [1] Group 3: Investment Recommendations - With the decline in inference costs driven by open-source models like DeepSeek, there is a simultaneous release in demand for domestic 1.6T optical modules, liquid-cooled servers, and AI power supplies [1] - It is recommended to pay attention to leading companies in the infrastructure segments such as IDC, servers, and domestic computing chips [1] Group 4: ETF Composition - The AI ETF (515070) tracks the CS AI theme index (930713), selecting component stocks that provide technology, basic resources, and application end stocks, focusing on the midstream and upstream of the AI industry chain [2] - The top ten weighted stocks include leading domestic technology companies such as Zhongji Xuchuang, Xinyi Sheng, Cambrian, Zhongke Shuguang, iFlytek, OmniVision, Hikvision, Lanke Technology, Kingsoft, and Unisplendour [2]

AI技术浪潮席卷，证券业也在加紧布局，将业务与大模型结合起来。对投资者而言，如何利用大数据 进行投资决策，靠AI炒股靠谱吗？种种问题成为重要关切。 数据显示，大模型稳健50指数中，主要成份股的权重均为2%，目前披露的十只主要成份股中，上市银 行占据8席，涉及农业银行、苏州银行、交通银行、招商银行等，另外2股为国投电力、上港集团。从成 份股所属行业看，超四成属于金融行业，工业、公用事业也占比较高。 大模型新质生产力指数中，科技股占比较高，新易盛为第一大权重股，占比10%，海康威视、天孚通信 排在第二、三位，占比分别为9.83%和6.43%。此外，宇通客车、大族激光、传音控股也入列。 从所属行业看，信息技术行业企业占比过半，其次是通信服务、工业行业。 "把大语言模型应用到指数化投资场景，模拟投资经理的投资逻辑，定期由AI完成调仓，并建立应对市 场风险的预警机制，是当前券商金融科技转型的重要探索。"高华证券副总经理蔡洪玮对第一财经说。 11月12日，高华证券的指数产品"大模型稳健50"迎来发布一周年，该指数是国内首个基于大语言模型的 股票指数。今年8月，该机构又联合发布了大模型新质生产力指数。 Wind数据显示，截 ...

Group 1 - The A-share market saw a surge in CPO concept stocks towards the end of trading, indicating increased investor interest in this sector [1] - Dekoli experienced a rise of over 12%, while Zhongji Xuchuang increased by more than 4%, reflecting strong performance among key players in the CPO sector [1] - Other companies such as Zhongfu Electric, Shijia Photon, and Xinyisheng also showed upward movement, contributing to the overall positive trend in CPO stocks [1]