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云计算午后异动拉升,云计算50ETF(516630)涨超2%,创业板人工智能ETF华夏(159381)获得资金关注
Mei Ri Jing Ji Xin Wen· 2025-11-24 06:21
11月24日,A股市场午后反弹,AI产业链异动拉升,云计算、AIGC、Kimi等概念表现活跃。截止13点 50分,云计算50ETF(516630)涨超2%,持仓股易点天下、数据港、石基信息、汉得信息等表现居 前;创业板人工智能ETF华夏(159381)涨超1.3%。 近日,工业部印发《云计算综合标准化体系建设指南(2025版)》,提出到2027年,新制定云计算国家 标准和行业标准30项以上,开展标准宣贯和实施推广的企业超过1000家,以标准赋能企业数字化转型升 级的成效更加凸显。加快云计算领域国际标准供给,促进产业全球化发展。 云计算50ETF(516630)跟踪云计算指数(930851)。该指数的AI算力含量较高,覆盖了光模块&光器 件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF(516630)为跟踪该指数合 计费率最低的ETF。场外联接(A类:019868;C类:019869)。 创业板人工智能ETF华夏(159381),跟踪创业板人工智能指数(970070.CNI),精准布局创业板人工 智能主业公司。光模块CPO权重占比超54%,同时覆盖国产软件+AI应用企业,具备较高弹性。其 ...
科技带头反弹,资金密集加仓,A500ETF易方达(159361)、创业板ETF(159915)再获大幅净申购
Mei Ri Jing Ji Xin Wen· 2025-11-24 06:09
Group 1 - The A-share market indices are experiencing a strong upward trend, particularly in the technology sector, with significant rebounds in military equipment, software development, gaming, communication services, and wind power equipment [1] - As of 13:45, the CSI A500 index rose by 0.3%, while the STAR Market 50 index and the ChiNext index both increased by 0.6%, indicating sustained capital inflow with net subscriptions exceeding 100 million shares for both A500ETF and ChiNext ETF [1] - According to Zhongtai Securities, the current development phase of the AI sector corresponds to the period from 2023 to 2024 in the US stock market, where funds are shifting from hardware to applications, suggesting that the AI market is far from reaching its peak [1] Group 2 - The CSI A500 index consists of 500 stocks with large market capitalization and good liquidity across various industries, with a high proportion of emerging industries such as communication services [1] - The STAR Market 50 index focuses on 50 stocks with large market capitalization and good liquidity in the STAR Market, emphasizing the semiconductor industry [1] - The ChiNext index includes 100 stocks with large market capitalization and good liquidity in the ChiNext market, with AI hardware and the new energy industry chain accounting for over 60% of its weight [1] Group 3 - A500ETF, STAR Market 50ETF, and ChiNext ETF track the respective indices and have the lowest management fee rate of 0.15% per year, which can help investors capture opportunities in the development of new productive forces such as artificial intelligence [2]
国内首条大容量全固态电池产线建成,创业板ETF博时(159908)连续3天净流入,备受资金关注
Xin Lang Cai Jing· 2025-11-24 05:58
Group 1 - The ChiNext Index experienced a slight decline of 0.01% as of November 24, 2025, with mixed performance among constituent stocks, where BlueFocus led with a gain of 15.61% [1] - The ChiNext ETF by Bosera saw a decrease of 0.37%, with the latest price at 2.71 yuan, while it recorded a cumulative increase of 8.99% over the past three months as of November 21, 2025 [1] - The trading volume for the ChiNext ETF was 13.68 million yuan, with a turnover rate of 1.18%, and the average daily trading volume over the past month was 39.82 million yuan [1] Group 2 - GAC Group announced the completion and production launch of a pilot line for all-solid-state batteries in Guangzhou, which is the first in the industry to achieve mass production conditions for automotive-grade all-solid-state batteries with a capacity of over 60Ah [2] - The solid-state battery technology is advancing from laboratory to pilot stages, with multiple companies initiating construction of pilot lines, focusing on overcoming material systems, manufacturing processes, and cost bottlenecks [2] - The recent strong performance of Google and NVIDIA is shaping a positive cycle in the AI industry, where model upgrades drive demand for computing power, which in turn supports model innovation [2] Group 3 - The latest scale of the ChiNext ETF by Bosera reached 1.154 billion yuan, with a net inflow of 14.06 million yuan over the past three days, including a peak single-day net inflow of 5.71 million yuan [3] - The ChiNext Index is closely tracked by the ChiNext ETF, consisting 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, including companies like CATL and Mindray [3]
创业板指延续调整,资金加仓步伐不止,创业板ETF(159915)半日净申购近亿份
Sou Hu Cai Jing· 2025-11-24 05:12
截至午间收盘,创业板中盘200指数上涨0.6%,创业板指数下跌0.8%,创业板成长指数下跌1.1%,资金逆势加仓,创业板ETF(159915)半日净申购近1亿 份,Wind数据显示,该ETF已连续6个交易日获资金净流入,合计超50亿元。 每日经济新闻 ...
市场高开回落,创业板指跌近1%,两市成交额半日萎缩超2800亿
凤凰网财经讯 11月24日,市场早盘高开回落,三大指数集体翻绿,创业板指跌近1%。截至午间收盘, 沪指跌0.34%,深成指跌0.59%,创业板指跌0.77%。沪深两市半日成交额1.02万亿,较上个交易日缩量 2807亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 强制幅% | | 涨跌 | | 总手 | 现手 金额 | | 上证指数 | 3821.68 | -0.34 | -13.21 | 1334/897 | 0.08 | 3.0017. | 158 4248.60 7. | | 深证成指 | 12463.79 | -0.59 | -74.28 | 1770/1015 | 0.11 | 4.11 7. | 592 5999.68 亿 | | 北证50 | 1375.73 | -0.12 | -1.66 | 130/145 | -0.04 | 364万 | 192 77.47 7. | | 创业板指 | 2897.68 | -0.77 | -22.40 | аво/зае ...
A股午评:创业板指跌近1%,商业航天概念集体上涨
A股午评:创业板指跌近1%,商业航天概念集体上涨 相关文章 南方财经11月24日电,市场早盘高开回落,三大指数集体翻绿,创业板指跌近1%。截至早盘收盘,沪 指跌0.34%,深成指跌0.59%,创业板指跌0.77%。沪深两市半日成交额1.02万亿,较上个交易日缩量 2807亿。 盘面上热点快速轮动切换,全市场超3200只个股上涨。从板块来看,商业航天概念集体上涨,上海港 湾、航天动力等多股涨停。地产板块表现活跃,财信发展3连板,世联行2连板。下跌方面,锂矿概念股 多数回调,盛新锂能2连跌停。算力硬件概念快速回落,工业富联触及跌停,"易中天"光模块三巨头震 荡下跌。 板块方面,商业航天、风电设备等板块涨幅居前,能源金属、海南、燃气等板块跌幅居前。 盘面上热点快速轮动切换,全市场超3200只个股上涨。从板块来看,商业航天概念集体上涨,上海港 湾、航天动力等多股涨停。地产板块表现活跃,财信发展3连板,世联行2连板。下跌方面,锂矿概念股 多数回调,盛新锂能2连跌停。算力硬件概念快速回落,工业富联触及跌停,"易中天"光模块三巨头震 荡下跌。 板块方面,商业航天、风电设备等板块涨幅居前,能源金属、海南、燃气等板块跌幅居前。 ...
午评:创业板指高开低走跌近1% 两市成交额半日萎缩超2800亿
Mei Ri Jing Ji Xin Wen· 2025-11-24 03:36
每经AI快讯,11月24日,市场早盘高开回落,三大指数集体翻绿,创业板指跌近1%。沪深两市半日成 交额1.02万亿,较上个交易日缩量2807亿。盘面上热点快速轮动切换,全市场超3200只个股上涨。从板 块来看,商业航天概念集体上涨,上海港湾(605598)、航天动力(600343)等多股涨停。军工板块再 度走强,中船防务(600685)4天2板。地产板块表现活跃,财信发展(000838)3连板,世联行 (002285)2连板。下跌方面,锂矿概念股多数回调,盛新锂能(002240)2连跌停。算力硬件概念快速 回落,工业富联(601138)触及跌停,"易中天"光模块三巨头震荡下跌。板块方面,军工、商业航天、 风电设备等板块涨幅居前,能源金属、海南、燃气等板块跌幅居前。截至收盘,沪指跌0.34%,深成指 跌0.59%,创业板指跌0.77%。 ...
打新热难掩存量冷!香港创业板流动性待破局
(原标题:打新热难掩存量冷!香港创业板流动性待破局) 2025年的香港创业板,因为打新出现万倍超额认购火了一把,但是事实上,香港创业板存量上市公司数 量与总市值持续萎缩,"仙股"遍地。局部狂热难掩整体颓势,这种极端的现象,正使市场重新审视香港 创业板的定位与出路。 打新狂欢与存量遇冷 2025年香港创业板的"热",体现在"打新狂欢"。 今年港股IPO市场热度持续攀升,9月份大行科工以7558.4倍的认购倍数刷新港股纪录,成为当时的"超 购王"。不过,这一纪录很快被在港股创业板上市的金叶国际集团超越。金叶国际集团1.15万倍认购, 大幅领先于大行科工,成为港股IPO历史上首只突破万倍认购的新股。此外,作为今年首家登陆香港创 业板的企业,金叶国际集团在10月10日上市首日获得市场热捧,当日收盘暴涨330%。 与打新火爆形成鲜明对比的,是香港创业板存量上市公司成交与市值缩水的严峻现实。 Wind数据显示,香港创业板指数推出时为1000点,曾经在2007年7月上触1823.74点,之后一路震荡下 行,截至2025年11月21日收盘仅为19.69点,较峰值跌幅超过91%。 截至2025年11月21日,香港创业板有上市公 ...
创业板人工智能ETF华夏、云计算50ETF“深V”翻红彰显算力韧性,AI需求持续催化算力板块修复
Xin Lang Cai Jing· 2025-11-24 03:04
创业板人工智能ETF华夏(159381),跟踪创业板人工智能指数(970070.CNI),精准布局创业板人工 智能主业公司。光模块CPO权重占比超54%,同时覆盖国产软件+AI应用企业,具备较高弹性。其中前 三大权重股为中际旭创(24.78%)、新易盛(19.40%)、天孚通信(5.11%)。场内综合费率仅 0.20%,位居同类最低。场外联接(A类:025505;C类:025506) 云计算50ETF(516630)跟踪云计算指数(930851)。该指数的AI算力含量较高,覆盖了光模块&光器 件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF(516630)为跟踪该指数合 计费率最低的ETF。场外联接(A类:019868;C类:019869) 展望后市,中信证券指出,我们看到Token需求增速持续超预期,谷歌在10月公布每月推理Tokens用量 达到1.3 qn,相比5月翻倍。此外Gemini 3.0基于谷歌自研芯片TPU进行训练,自研芯片的高性价比意味 着同样的Capex下有望获得更高的算力,也对应更高的配套零组件开支。我们继续看好AI PCB板块的高 确定性与成长性,正交背板方案正处 ...
创50ETF(159681)盘中净申购1000万份,资金上周净流入创业板宽基72.47亿
Xin Lang Cai Jing· 2025-11-24 02:27
Group 1 - The Federal Reserve's interest rate cut expectations are fluctuating, leading to a recent pullback in the technology sector, while funds are strategically positioning in broad-based investments, as evidenced by the net subscription of 10 million units in the 创50ETF (159681) [1] - Donghai Securities believes that a new wave of AI-driven technological revolution is expected to enhance production efficiency, potentially alleviating inflation caused by rising traditional commodity prices, although the short-term commodity cycle remains under pressure [1] - With a rich array of domestic application scenarios, more industries are likely to be willing to pay for AI to reduce intermediate costs or capture new application peaks, suggesting that maintaining a focus on technology while promoting consumption and countering internal competition is not contradictory [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the 创业板50指数 (399673) include 宁德时代 (300750), 中际旭创 (300308), 东方财富 (300059), 新易盛 (300502), 阳光电源 (300274), 胜宏科技 (300476), 汇川技术 (300124), 迈瑞医疗 (300760), 亿纬锂能 (300014), and 同花顺 (300033), collectively accounting for 70.15% of the index [2] - The 创50ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, closely tracking the performance of the 创业板50指数, which consists of the 50 stocks with the highest average daily trading volume in the ChiNext market [2]