1月21日，科技板块强势反弹带动A股重回升势，同类最活跃A500ETF基金（512050）盘中一度涨超 1%，截至发文，成交额突破135亿元位居同类第一。持仓股中，华天科技、中国长城、通富微电涨停， 山金国际、紫光国微等跟涨。 基本面持续复苏，市场资金面也获得机构积极展望。兴业证券分析，2025年以来，各类资金如期加速入 市，推动指数走向十年新高。展望今年，我们认为增量资金依然源源不断，无论是国内居民财富向股市 新一轮的再配置，还是主动权益基金的超额回归、险资和国家队等中长期资金的坚定入市，以及外资回 流中国资产，这些资金趋势上的积极变化均有望在今年得到更为深入的演绎、并进一步形成正向反馈。 A500ETF基金（512050）助力投资者一键布局A股核心资产，把握A股估值抬升红利。该ETF具备费率 低（综合费率仅0.2%）、流动性好（上市以来日均成交额位居同类第一）、规模大（规模超400亿元） 等核心优势。其跟踪中证A500指数，采取行业均衡配置与龙头优选双策略，中证全部35个细分行业全 覆盖，融合价值与成长属性，无惧风格轮动。相比沪深300，超配AI产业链、医药生物、电力设备新能 源等新质生产力行业，具备天然 ...

1月21日，A股市场冲高回落，截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%，科创综指 涨2.32%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | the control control concession in the control of the controllers and | 4116.94c | 3.29 | 0.08% | | 399001 | 深证成指 | S | 14255.13c | 99.50 | 0.70% | | 399006 | 创业板指 | In | 3295.52c | 17.54 | 0.54% | | 000680 | 科创综指 | Non m | 1862.69c | 42.21 | 2.32% | 盘面上，半导体、AI算力产业链集体爆发，GPU、先进封装、CPO方向齐上涨。有色金属板块活跃，黄 金股掀涨停潮，锂矿、铜矿涨幅靠前。银行、煤炭、白酒、零售板块走弱。 具体来看，贵金属板块集体爆发，招金黄金、四川黄金、西部 ...

指数盘中最高触及5358.18点，最低触及5298.13点，成分股全天总成交额报9694亿元，总成交额较上一交易日小幅缩量。 转自：新华财经 新华财经北京1月21日电（罗浩）新华500指数（989001）1月21日收盘上涨20.18点，涨幅0.38%，报5326.96点。 走势上看，新华500指数（989001）21日早间小幅低开，指数盘初震荡上扬，盘中窄幅整理，尾盘有所回落，收盘时小幅上涨。 编辑：胡晨曦 成分股方面，澜起科技涨逾11%，华天科技、中国长城收于约10%涨停，赤峰黄金、中矿资源、厦门钨业、中控技术、浙江龙盛、中金黄金、山东黄金等多 股涨逾8%；合盛硅业、弘元绿能、永辉超市、荣百科技、酒鬼酒等跌幅靠前。 新华500指数由国家金融信息平台•新华财经发布，新华指数（北京）有限公司运营维护，指数度量A股主要大中市值股票价格水平。关于新华500指数的详 细信息，请参见新华财经客户端。 ...

沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。 | | | 1月21日，A股市场冲高回落，截至收盘，沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%。科创综指涨2.32%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | | 4116.94c | 3.29 | 0.08% | | 399001 | 深证成指 | m Inni | 14255.13c | 99.50 | 0.70% | | 399006 | 创业板指 | hom | 3295.52c | 17.54 | 0.54% | | 000680 | 科创综指 | Non m | 1862.69c | 42.21 | 2.32% | 盘面上，半导体、AI算力产业链集体爆发，GPU、先进封装、CPO方向齐上涨。有色金属板块活跃，黄金股掀涨停潮，锂矿、铜矿涨幅靠 前。银行、煤炭、白酒、零售板块走弱。 具体来看，贵金属板块集体爆发，招金黄金、四川黄金、西部黄金等多股涨停。 | 代码 | 名称 | 涨幅号 | 现价 ...

Group 1 - The Xinhua 500 Index (989001) closed on January 21 with an increase of 20.18 points, representing a rise of 0.38%, ending at 5326.96 points [1] - The index opened slightly lower in the morning, experienced fluctuations, and saw a slight increase by the end of the trading session [3] - During the trading day, the index reached a high of 5358.18 points and a low of 5298.13 points, with a total trading volume of 969.4 billion yuan, which was a slight decrease compared to the previous trading day [4] Group 2 - Notable performers among constituent stocks included Lanke Technology, which rose over 11%, and Huaten Technology and China Great Wall, both reaching approximately 10% limit up [4] - Other stocks that saw significant gains included Chifeng Gold, Zhongmin Resources, Xiamen Tungsten, and others, all rising over 8% [4] - Conversely, stocks such as Hoshine Silicon Industry, Hongyuan Green Energy, and others experienced notable declines [4]

Core Viewpoint - Intel and AMD have raised server CPU prices by 10% to 15% due to supply-demand imbalance, positively impacting the computing chip sector and leading to a surge in related ETFs [1] Group 1: Market Impact - The integrated circuit ETF (159546) increased by 5.23%, the chip ETF (512760) rose by 4.23%, and other related ETFs also saw significant gains [2] - The demand for data center server CPUs is expanding, driven by the rise of generative AI and the need for cloud vendors to upgrade their server architectures [3][4] Group 2: AI and Semiconductor Growth - The global semiconductor market is expected to reach a historical high of $700.9 billion in 2025, with a projected growth of 11% year-on-year [5] - AI is identified as the core growth engine for the semiconductor industry, with AI-related semiconductor revenue expected to increase from less than 10% to 48% by 2030 [6] Group 3: Domestic CPU Development - Domestic next-generation server CPUs are being successfully deployed in various sectors, with improvements in performance and software compatibility [4] - The market share of domestic server CPUs is anticipated to grow due to increasing demand and supportive policies [4]

Group 1 - A-shares opened lower but rebounded, with technology sector stocks leading the gains, particularly in the chip concept stocks, such as Longxin Zhongke rising by 20% and Haiguang Information and Lanke Technology increasing by over 11% [1] - The electronic ETF (159997) rose by over 3%, while the Tianhong Sci-Tech Innovation ETF (589860) increased by over 2% [2] - AMD and Intel have recently raised server CPU prices by 10% to 15%, with 2026 production capacity nearly fully booked, indicating a price increase trend that is being transmitted to the domestic market [2] Group 2 - The storage sector in the U.S. stock market saw a collective rise, with SanDisk increasing by over 9% to reach a new historical high, and Citigroup raised its target price for SanDisk from $280 to $490 and for Seagate Technology from $320 to $385, reflecting optimism about the supply-demand dynamics in the storage industry [2] - Counterpoint Research reported that the global storage market has surpassed the 2018 peak, with prices expected to rise by 40% to 50% in Q1 2026 and an additional 20% in Q2, indicating a strengthening seller's market [2] - Analysts suggest that due to the explosive demand for AI and supply-side contractions, the storage chip market is currently in a price uptrend, leading to a performance surge for global storage industry companies [2]

国金证券观点显示，央企科技ETF具备多维度投资逻辑；在航天领域，商业航天产业化加速，卫星数量 与单星面积双增，UTG玻璃作为关键封装材料需求明确，钙钛矿发展带动TCO玻璃需求；电子材料方 面，载板提价反映行业高景气，AI芯片与消费电子争夺产能，技术变革扩大low-CTE电子布、载体铜箔 等材料需求。央企在航天、电子材料等科技领域具备技术与资源优势，相关板块成长空间广阔，央企科 技ETF有望受益于这些领域的发展机遇。 此外，央国企方面，年初央国企重大投资呈现高度战略聚焦，以服务国家"三重保障"为核心导向，项目 多集中于现代基础设施与前沿技术领域；其推进模式强调从顶层设计、央企主导到地方与产业链协同的 系统性，并注重长远效益与自主可控，奠定了全年高质量发展的基调，有望为"十五五"开局之年高质量 发展注入新动能。 央企科技ETF南方(560170.SH)跟踪中证国新央企科技引领指数，该指数由国新投资有限公司定制，主要 选取业务涉及航空航天与国防、半导体、计算机、通信设备及技术服务等行业的50 只央企上市公司证 券作为指数样本，以反映央企科技主题上市公司证券的整体表现；央企科技板块在政策呵护、产业催 化、国防安全刚性 ...

Core Viewpoint - The semiconductor sector is experiencing significant growth, with the Chip 50 ETF (516920) seeing a surge of over 4% and attracting substantial capital inflow, indicating strong market interest in semiconductor investments [1][3]. Group 1: Market Performance - The Chip 50 ETF (516920) recorded a trading volume of 80 million yuan, with a total capital inflow of over 38 million yuan in the last two days [1]. - Key stocks within the Chip 50 ETF showed positive performance, with notable increases such as Haiguang Information rising over 16% and Lanke Technology increasing over 11% [3]. Group 2: Supply and Demand Dynamics - Intel and AMD plan to raise server CPU prices by 10%-15% to address supply-demand imbalances and ensure stable future supply, with their server CPU capacity for 2026 already largely pre-sold [3]. - The global demand for storage is structurally increasing, driven by the growth of artificial intelligence, which is significantly underappreciated by the market [3]. Group 3: CPU Importance in AI Era - The importance of CPUs is expected to rise in the AI era, as new computing scenarios demand higher processing speed and accuracy, making CPU innovation a key focus for the computing industry [4][5]. - High-end AI servers typically follow a configuration of "2 high-end CPUs for every 8 GPUs," highlighting the CPU's critical role in system stability and performance [5]. Group 4: Market Trends and Projections - The general server market is recovering, with a projected over 9% year-on-year growth in global server shipments, driven by data center upgrades and the replacement of existing server CPUs [6]. - Cloud vendors are expected to increase capital expenditures to meet AI demand, with global AI server shipments projected to grow over 20% year-on-year by 2026, accounting for 17% of total server shipments [7].

格隆汇1月21日｜A股市场商业航天股走强，其中，罗博特科涨超16%，巨力索具拉升10CM涨停，沃格 光电、中国长城此前涨停，德恩精工、海兰信、泛亚微透、思泰克、鹏鼎控股等跟涨。消息面上，中国 首个海上液体火箭发射回收试验平台将投用；另外，近日，天兵科技、星河动力、星际荣耀三家商业航 天企业更新了IPO辅导进展。 ...