国泰海通证券认为，展望2026年，有望看到AI应用从可用到好用，与多元化商业模式落地，AI应 用有望成为2026年AI产业行情核心主线，看好持续加码资本开支且产品成熟度高的互联网平台公司以 及深耕垂直领域产品化落地的医疗、金融、教育等领域应用公司。 资料显示，创业板软件ETF富国（159107）跟踪的创业板软件指数，精选50只创业板软件核心标 的，覆盖基础软件、应用软件、IT服务全链条，自带20CM高弹性属性。在AI赋能、数字化转型政策推 动下，成分企业业绩弹性与估值潜力值得期待嗯， 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 2月3日早盘，A股迎来普遍反弹，超4600只个股飘红。CPO、AI应用端、存储、商业航天等多个概 念活跃。 相关ETF中，创业板软件ETF富国（159107）早盘高开震荡，最高涨逾2.5%，截至10点23分，涨幅 为1.76%。成分股来看， ...

Market Overview - The A-share market exhibited a mixed trend last week, with the Shanghai Composite Index rising by 0.08%, while the CSI 500 and CSI 1000 fell by 2.56% and 2.55% respectively. The ChiNext 50 increased by 0.99% [1][10] - Daily trading volume in the A-share market averaged around 3 trillion yuan, indicating high investor enthusiasm. Market hotspots are rotating quickly, including sectors like commercial aerospace, precious metals, photovoltaic, AI applications, chip industry, and resource cyclical stocks [1][10] ChiNext 50 Index Insights - The ChiNext 50 Index serves as a direct financing platform for innovative enterprises focusing on "three innovations (innovation, creation, creativity)" and "four new (new technologies, new industries, new business formats, new models)" [1][10] - The index emphasizes sectors such as information technology, new energy, financial technology, and pharmaceuticals, showcasing pure technology growth attributes [1][10] Key Sectors Performance Technology, AI, and Communication - The ChiNext 50 Index includes 54% of the information technology sector, with significant weights in optical modules and AI application companies. Last week, optical modules performed notably well [3][13] - Key stocks like Zhongji Xuchuang and Xinyi Sheng are expected to benefit from the anticipated increase in 1.6T optical module production, with Xinyi Sheng projecting a net profit of 9.4-9.9 billion yuan for 2025, a 231% year-on-year increase [3][13] New Energy Photovoltaics - The new energy photovoltaic sector saw frequent hotspots last week, with SpaceX's "Million Starlink" plan emphasizing space solar energy as a long-term energy support. Silicon and perovskite technologies are prioritized for benefiting from this trend [4][14] - The capacity pricing mechanism has been implemented in multiple regions, improving the economic viability of large storage projects, benefiting system integrators as project initiation accelerates [4][14] Pharmaceutical and Biotechnology - The innovative drug industry chain is showing a positive trend across various dimensions, including investment data, order acquisition, and performance. The CRO sector is expected to see a turning point with new orders showing an increase in both volume and price [5][14] - The CDMO sector continues to experience strong growth, with a full order book and robust performance, alleviating previous concerns about geopolitical risks [5][14] ChiNext 50 ETF Overview - The ChiNext 50 ETF (code: 159949) tracks the ChiNext 50 Index, focusing on high-quality leading companies in five key technology sectors: new energy vehicles, biomedicine, electronics, photovoltaics, and internet finance [6][15] - The ETF has a substantial liquidity profile, with an average daily trading volume of 1.512 billion yuan over the past year, ranking among the top ETFs on the Shenzhen Stock Exchange [6][15] Recent Performance of ChiNext 50 ETF - The top ten weighted stocks in the ChiNext 50 ETF showed varied performance, with Ningde Times (19.80% weight) rising by 0.86%, while other stocks like Sunshine Power (4.93% weight) fell by 7.38% [7][16]

今日大科技方向集体活跃，其中AI应用、AI芯片、AI语料等板块涨幅居前。截至发稿，创业板人 工智能ETF富国（159246）盘中涨幅达4.11%，创业板软件ETF富国（159107）盘中涨幅达2.38%。其 中，创业板人工智能ETF富国成分股致尚科技涨停，长芯博创、天孚通信涨超10%。 每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上，特斯拉官方微博消息，第三代特斯拉人形机器人即将亮相，预计年产百万台。机构分析 指出，马斯克对机器人产业进展的预期表明机器人的安全性和功能范围将在2年内实现极大程度提升， 机器人能力的提升也将带来需求端的爆发。 另外，近日，安徽、广西、广东、吉林等多省密集出台了"人工智能+交通运输"行动或实施方案， 推动人工智能在交通基础设施建管养运、行业治理、公众服务等领域创新应用。 创业板人工智能ETF富国（159246）跟踪创业板人工智能指 ...

Group 1 - AI concept stocks showed strong performance in early trading, with Tianfu Communication and Changxin Bochuang rising over 10%, Beijing Junzheng and Kunlun Wanwei increasing over 4%, and Zhongji Xuchuang up over 3% [1] - The ChiNext AI-related ETFs rose by more than 3% due to market influence [1] Group 2 - Various ChiNext AI ETFs reported significant gains, with the following price changes: - ETF Zhaoshang increased by 3.94% to 1.162 - ETF Huabao rose by 3.79% to 1.149 - ETF Nanfang climbed by 3.71% to 2.460 - ETF Huaxia grew by 3.67% to 2.177 - ETF Dacheng increased by 3.64% to 1.938 - ETF Fuguo rose by 3.63% to 2.168 - ETF Hu'an increased by 3.55% to 1.311 - ETF Guotai grew by 3.52% to 0.941 [2] Group 3 - Analysts indicate that AI is the core driving force of a new technological revolution, with its greatest value lying not in efficiency enhancement but in creating new possibilities and promoting the intelligent transformation of various industries [2] - The development of large model technology is profoundly reshaping the global industrial landscape, with potential to bring incremental commercial value worth trillions of yuan to the financial industry, transitioning from efficiency improvement to value creation [2] - The iterative development of large models faces challenges such as technological bottlenecks, high investment costs, and the need to balance with regulatory frameworks [2]

2月3日，A股三大股指集体高开，其中上证综指上涨28.16点，涨幅0.7%报4043.91点；深证成指上涨 162.54点，涨幅1.18%报13986.89点；沪深300上涨42.38点，涨幅0.92%报4648.36点；创业板指上涨53.95 点，涨幅1.65%报3318.06点；科创50指数上涨24.67点，涨幅1.7%报1475.57点。半导体（核心股）板块 盘初走强，朗科科技、普冉股份双双涨超7%，芯导科技、恒烁股份、强一股份、北京君正、长川科技 等个股跟涨；房地产（核心股）板块高开，京投发展、城建发展涨停，华夏幸福、大龙地产、荣盛发展 纷纷高开；贵金属（核心股）板块低开，四川黄金、招金黄金双双跌停，中金黄金跌超8%，恒邦股 份、山东黄金、西部黄金等个股跟跌，湖南黄金逆市走强涨超5%。 盘面上，半导体（核心股）、存储芯片、CPO集体回升；贵金属（核心股）、白酒（核心股）及油气板 块继续调整；市场焦点股万丰股份（3板）竞价涨停，白酒股皇台酒业（3板）低开1.71%、金徽酒（3 天2板）低开3.79%，影视股横店影视（3板）竞价涨停，零售板块茂业商业（2板）低开2.62%、新华百 货（3天2板）低开0.2 ...

Market Opening - The A-share market opened with all three major indices rising collectively, with the Shanghai Composite Index up by 0.7% at 4043.91 points [1] - The Shenzhen Component Index increased by 1.18%, while the ChiNext Index rose by 1.65% [1] Sector Performance - The storage chip, battery, and photovoltaic equipment sectors opened higher [1] - In contrast, the precious metals, liquor, and oil & gas sectors continued to adjust downwards [1]

长江商报消息春潮涌动荆楚地，归雁还巢创业忙。2025年，湖北省城镇返乡创业市场经营主体达13.9万 户，带动就地就业36.8万人，一组亮眼数据勾勒出湖北以返乡创业激活县域经济、促进共同富裕的生动 图景。 从江汉平原的现代农业基地到鄂西山区的特色产业园，从电商直播间到智能制造车间，越来越多外出务 工者带着技术、资金和乡愁回到家乡，在政策红利与市场机遇的双重加持下，书写着"创业在家乡、致 富在故土"的新篇章。 政策赋能返乡创业轻装上阵 返乡创业热潮的兴起，离不开政策体系的精准赋能。2025年，湖北将返乡创业作为高质量发展的重要抓 手。2025年5月，湖北省"抓创业促就业"系列行动首场发布会在武汉举行，发布《大力推进外出务工人 员返乡创业行动方案》，湖北从项目推介、承接园区等方面明确21条举措，鼓励支持外出务工人员返乡 创业。全省整合资源推出"六贴一惠"政策包，涵盖场租减免、创业担保贷款、社保补贴、税费优惠等关 键支持，为创业者减负松绑。 荆州沙市码头文创园里，创业者张栋的咖啡店凭借政府提供的场租减免政策，发展成为日流水超3万元 的网红门店；房县诺通安楠科技借助当地"一企一议"专属服务，不仅缓解了用工难题，更带动三 ...

政策还提到，陕西对通过初次职业技能评价并取得符合规定证书（包括职业资格证书、职业技能等 级证书、专项职业能力证书，不包含培训合格证）的毕业年度高校毕业生（含技工院校高级工班、预备 技师班、技师班和特殊教育院校职业教育类毕业生），给予职业技能评价补贴。每人累计最多享受3 次，同一职业（工种）不得重复享受。 对在毕业学年积极求职创业的低保家庭、零就业家庭、防止返贫监测对象家庭和特困人员中的高校 毕业生，残疾及获得国家助学贷款的高校毕业生，给予每人1500元的一次性求职创业补贴，毕业生可在 毕业前一学年下半学期内向所在院校申请。 为进一步增加高校毕业生进入职场的实践经验，帮助其提高就业和求职能力，鼓励高校毕业生参加 就业创业指导、青年国际实习交流计划和青年求职能力实训项目等，其中参加青年国际实习交流计划可 按照相关政策享受一定的补助资金。 1月29日，记者从省人力资源和社会保障厅获悉：日前，陕西梳理编写了《陕西省高校毕业生就业 创业政策服务指南》（2026版），对高校毕业生享有的就业技能培训、就业见习、职业技能评价补贴、 一次性求职补贴等政策进行了详细说明。 省人力资源和社会保障厅相关处室负责人介绍，高校毕业生可通 ...

Core Insights - The article highlights the success of a non-heritage workshop in Inner Mongolia, led by a young entrepreneur, Wang Tugulin, who returned to his hometown to promote local craftsmanship and support community development [1][2]. Group 1: Company Overview - The workshop was established in 2019 with a total investment of 1 million yuan, combining 600,000 yuan from poverty alleviation funds and 400,000 yuan from Wang Tugulin's personal savings [2]. - The workshop specializes in high-end ethnic clothing, Mongolian hand embroidery, and ethnic bedding products, contributing to the economic upliftment of local farmers and herders [2]. Group 2: Community Impact - The workshop employs over 30 workers, with more than 10 previously classified as "poor households," providing them with stable income opportunities [1][2]. - Workers can earn over 40,000 yuan annually while managing household responsibilities, showcasing the workshop's role in improving local livelihoods [1]. Group 3: Product and Market Strategy - The workshop has integrated modern design elements into traditional crafts, targeting a younger demographic and enhancing product appeal [2]. - The company has successfully built a social media presence with over 40,000 followers, expanding its market reach to regions like Xinjiang and Qinghai, with annual sales exceeding 3 million pieces [2]. Group 4: Cultural Significance - The workshop emphasizes the importance of cultural heritage, aiming to blend traditional craftsmanship with contemporary trends, thus preserving and promoting local culture [2][3]. - The slogan "Non-heritage is not 'forgotten', the future is promising" reflects the workshop's commitment to revitalizing traditional skills and contributing to rural revitalization efforts [3].

Core Viewpoint - The A-share market experienced fluctuations, particularly in the entrepreneurial board's AI sector, which saw a significant drop after an initial rise, indicating volatility in the market [1][8]. Market Analysis - The entrepreneurial board AI ETF (159363) saw a notable decline of 4.07% at the close, with a trading volume of 9.59 billion yuan, but there was a net subscription of 130 million shares, suggesting investor confidence in the underlying fundamentals despite market volatility [1][10]. - The performance of leading companies in the optical module sector, such as Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication, is expected to be strong due to increased global investment in computing infrastructure and high demand for optical modules and devices [3][10]. Company Performance Forecasts - Zhongji Xuchuang is projected to achieve a net profit of 9.8 billion to 11.8 billion yuan in 2025, representing a year-on-year growth of 5% to 128.2% [5][14]. - Xinyi Sheng anticipates a net profit of 9.4 billion to 9.9 billion yuan in 2025, with a growth rate of 2% to 248.9% [5][14]. - Tianfu Communication expects a net profit of 8.1 billion to 21.5 billion yuan in 2025, with a growth rate of 40% to 60% [5][14]. Investment Strategy - The fund manager of the entrepreneurial board AI ETF emphasizes focusing on clear industry trends and assets with synchronized performance and valuation growth, particularly in the optical module sector, which is seen as a leading trend in the current market [3][11]. - The ETF's strategy includes a significant allocation towards computing (approximately 60%) and AI applications (approximately 40%), indicating a balanced approach to capitalize on both sectors [4][11].