Group 1 - The telecom ETF fund (560690.SH) increased by 0.70%, while the associated index, the CSI Telecom (931235.CSI), rose by 0.49% [1] - Major constituent stocks such as NewEase (新易盛) and Zhongji Xuchuang (中际旭创) saw significant gains of 3.83% and 3.33% respectively [1] - Recent policies from Shenzhen and the Ministry of Industry and Information Technology (工信部) are expected to support the telecom and computing infrastructure sectors, benefiting the telecom ETF constituents [1] Group 2 - From May 26 to June 1, the communication index (中信) increased by 1.84%, outperforming the Shanghai Composite Index (-0.03%) and the CSI 300 (-1.08%) [2] - Specific sectors such as satellite navigation, low-altitude economy, and RF antenna saw increases of 3.69%, 3.01%, and 2.57% respectively [2] - The report highlights that key stocks in the telecom ETF, including Zhongji Xuchuang and NewEase, are on the observation list for domestic computing, indicating a shift towards domestic equipment replacement [2]
电信ETF基金(560690)受益算力互联新政，深圳开放试点添动能
Xin Lang Cai Jing·2025-06-04 02:02