Group 1 - A-shares experienced a significant rally on September 11, with the Shanghai Composite Index rising by 1.65%, the Shenzhen Component Index by 3.36%, and the ChiNext Index by 5.15% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 24,646 billion yuan, an increase of 4,606 billion yuan compared to the previous trading day [1] - Over 4,200 stocks in the market saw gains, with technology sectors such as CPO, copper cable high-speed connections, semiconductors, photolithography machines, and satellite communications leading the increases [1] Group 2 - Huatai Securities noted that the core driving force behind the recent rise in A-shares has not fundamentally changed, with a phase of "institutional + individual" resonance inflow occurring [2] - The AI industry chain is experiencing a resurgence, supported by a three-dimensional resonance of policy, technology, and demand, with domestic chip and cloud computing leaders gradually validating their performance [2] - The 5G Communication ETF (515050) has a scale exceeding 8 billion yuan and focuses on the supply chains of companies like Nvidia, Apple, and Huawei, with a 42% weight in optical communication stocks [3]
A股收评丨A500ETF基金(512050)年内涨幅突破20%!算力概念爆发,5G通信ETF(515050)强势涨停
Mei Ri Jing Ji Xin Wen·2025-09-11 09:25