伴随AI驱动新一轮科技浪潮的兴起，摩根资产管理整合旗下"全球视野投科技"产品线，从主动管理到被 动投资产品，助力投资者从全球视野布局优质科技企业，把握时代浪潮下的投资机遇。 主动管理方面，摩根新兴动力基金（A类：377240 C类：014642）从长期视角争取把握新兴产业趋势； 摩根智慧互联基金（A类：001313 C类：016919）聚焦人工智能相关领域机会；摩根动力精选基金（A 类：006250 C类：013137）关注新能源车产业链、人形机器人等领域；摩根慧选成长基金（A类： 008314 C类：008315），布局A+H优质成长企业；摩根太平洋科技基金（PRC人民币对冲（累计） 968061，PRC人民币（累计）968962，PRC美元份额（累计）968063）精选太平洋地区优质科技企业。 被动投资方面，摩根恒生科技ETF（QDII）（证券代码：513890 ，联接A类：018577，联接C类： 018578），一键布局港股科技资产；摩根中证创新药产业ETF（证券代码：560900）一键布局中国创新 药企；摩根纳斯达克100指数基金（QDII）（人民币A：019172人民币C：019173美元A：01 ...

Group 1 - The core viewpoint of the news is the launch of the "Farming Mall" by Hong Kong Zhongnong International Investment Group, marking the world's first on-chain mall that integrates agricultural physical assets with blockchain technology [1][3] - The platform features a digital circulation system for agricultural products, allowing direct access from producers to global consumers, enhancing transaction efficiency and consumer trust [3][5] - The initial product offerings include high-quality agricultural products from Latin America, Southeast Asia, and Africa, all managed through a self-developed blockchain traceability certification system [3][5] Group 2 - The "Farming Mall" plans to introduce over 2,000 product SKUs in the next three years and aims to create a multi-layered trading ecosystem, including live traceability and AI product recommendations [5] - The platform will establish B2B channels with large overseas buyers and food chains to facilitate bulk orders and increase agricultural product export rates [5] - The launch of the mall supports the digital transformation of agricultural brands and the assetization process through blockchain, with plans for deeper collaboration with governments and international organizations [5]

Group 1 - In June, private equity firms showed unprecedented activity in research, with 751 private securities managers participating in A-share listed company research, covering 387 stocks across 28 first-level industries, resulting in a total of 1,769 research instances [1] Group 2 - A total of 46 stocks received significant attention from private equity firms in June, with each stock having more than 10 research instances; 32 stocks received between 10 to 19 instances, while 14 stocks had over 20 instances [3] - Maiwei Biotech topped the list with 51 research instances, attracting interest from several major private equity firms [3] - Another notable stock in the pharmaceutical and biotechnology sector, Baili Tianheng, received 29 research instances, ranking among the top ten [3] Group 3 - Research activity was diverse across industries, with 21 first-level industries receiving at least 10 research instances from private equity firms; 11 industries had between 10 to 49 instances, 4 industries had between 50 to 99 instances, and 6 industries exceeded 100 instances [4] - The electronics industry was the most favored by private equity research, with 56 stocks collectively receiving 275 research instances [4] - The pharmaceutical and biotechnology sector followed closely, with 41 stocks receiving a total of 266 research instances [4] - The machinery equipment industry ranked third, with 52 stocks receiving a total of 234 research instances [4] - The computer industry had 36 stocks receiving 213 research instances, while both the automotive and basic chemical industries also surpassed 100 research instances, each with over 25 stocks [4]

截至2025年7月1日 13:02，中证数字经济主题指数(931582)下跌1.16%。成分股方面涨跌互现，龙芯中科 (688047)领涨8.09%，华润微(688396)上涨1.08%，士兰微(600460)上涨0.73%；寒武纪(688256)领跌，恒 生电子(600570)、指南针(300803)跟跌。数字经济ETF(560800)最新报价0.76元。 流动性方面，数字经济ETF盘中换手1.41%，成交1057.72万元。拉长时间看，截至6月30日，数字经济 ETF近1周日均成交2754.58万元。 Wind数据显示： 数字经济ETF紧密跟踪中证数字经济主题指数，中证数字经济主题指数选取涉及数字经济基础设施和数 字化程度较高的应用领域上市公司证券作为指数样本，以反映数字经济主题上市公司证券的整体表现。 数据显示，截至2025年6月30日，中证数字经济主题指数(931582)前十大权重股分别为东方财富 (300059)、中芯国际(688981)、北方华创(002371)、海光信息(688041)、寒武纪(688256)、汇川技术 (300124)、科大讯飞(002230)、豪威集团(603501)、中科曙 ...

主线风格不明情况下，布局例如中证A500指数等均衡宽基或是把握A股修复更好的方式，当前有不少主 动权益基金放弃了沪深300等传统宽基指数，转向了中证A500指数等新兴指数，也证明了中证A500的优 质编制方案。均衡宽基A500ETF基金（512050）助力投资者一键布局A股核心资产。该ETF所跟踪中证 A500指数，采取行业均衡配置与龙头优选双策略，细分行业全覆盖，融合价值与成长属性，相比沪深 300，超配电子、医药生物、电力设备等新质生产力行业，具备天然的哑铃投资属性。场外联接（A 类：022430；C类：022431）。 （文章来源：每日经济新闻） 7月1日，A股市场蓄力回调，盘面上计算机、商贸零售等概念领跌，截至13点29分，A500ETF基金 （512050）强势翻红，持仓股东山精密、华天科技、乐普医疗、海澜之家等逆市走强。拉长时间看，截 至6月30日，A500ETF基金（512050）今年上半年收涨1.47%。 国盛证券表示，下半年政策可能难以强刺激，应会更注重抓落实、做好增量政策储备，方向上应更聚焦 稳就业、保民生、稳消费、稳地产、稳市场等，力度上可能更接近"托而不举"，同时基于"十五五规 划"布 ...

A股钢铁板块震荡走高，柳钢股份此前封板，方大特钢涨超5%，新钢股份、首钢股份、沙钢股份纷纷 上扬。 ...

钢铁板块震荡走高，柳钢股份（601003）此前封板，方大特钢（600507）涨超5%，新钢股份 （600782）、首钢股份（000959）、沙钢股份（002075）纷纷上扬。 ...

智通财经7月1日电，午后PCB概念震荡回升，东山精密触及涨停，股价创历史新高，此前博敏电子涨 停，鹏鼎控股、沪电股份、深南电路、胜宏科技等跟涨。消息面上，中信建投研报称，英伟达召开股东 大会瞄准AI基础设施平台商定位，海内外头部厂商持续发力基础设施建设以满足激增的推理算力需 求，ASIC市场空间预期持续上调，算力产业链保持高景气。 PCB概念震荡回升 东山精密触及涨停创历史新高 ...

Group 1 - The core point of the news is that Xiangshan Co., Ltd. has achieved a technological breakthrough in the electric actuator for charging port covers, set to enter mass production in July, which will enhance the smart upgrade of electric vehicles [1][2] - The electric actuator features ultra-quiet operation, high sensitivity, and strong weather resistance, breaking the foreign monopoly with domestic innovation [1][2] - The actuator incorporates a unique "non-sensing sliding clutch" that reduces operational noise to below 45 decibels, providing a seamless user experience with millisecond-level dynamic response and precise closed-loop control [2] Group 2 - Xiangshan Co., Ltd. has established a fully localized supply chain, optimizing chip selection and self-developing protocol stacks, significantly reducing product costs while achieving military-grade quality [3] - The annual production capacity of the electric actuator has surpassed 450,000 units, covering various vehicle types including sedans and SUVs [3] - The breakthrough in electric actuators is expected to drive upgrades in 12 related fields, marking a shift for Chinese companies from "followers" to "leaders" in the core actuator sector of the electric vehicle industry [3]

黄金股午后震荡拉升，山东黄金（600547）涨超5%，晓程科技（300139）涨超4%，山金国际 （000975）、华钰矿业（601020）、西部黄金（601069）跟涨。 ...