隔夜美股三大指数集体收涨，苹果涨超5%，中概指数涨0.93%。港股三大指数集体高开，恒指涨 0.29%，国指涨0.24%，恒生科技指数涨0.27%。盘面上，大型科技股全线上涨，阿里巴巴涨2%，快手 涨1.38%，京东涨近1%，百度、美团、网易、腾讯均飘红，惟小米下跌3.43%；美股苹果股价大涨超 5%，港股苹果概念股闻声上涨，高伟电子涨近5%，瑞声科技、舜宇光学涨2%；AI概念股走强，赤子 城科技发盈喜大涨超9%，美图公司、心动公司、微盟集团、金山软件齐涨；钢铁股、濠赌股、建材水 泥股、高铁基建股普遍上涨。另一方面，汽车股普遍下跌，小鹏汽车跌近2%，半导体股、家电股、黄 金股部分走弱。(格隆汇) ...

Core Insights - ETFs are experiencing significant inflows, with 421 out of 1240 listed ETFs attracting net inflows this year, totaling over 200 billion [1][2] - The top 10 ETFs have collectively garnered over 200 billion in net inflows, indicating strong market confidence in equity assets [2][4] ETF Performance and Inflows - The top-performing ETF is the HuShen 300 ETF from Hua Xia Fund, with a net inflow of 289.48 billion, reflecting a positive outlook on equity markets [2][4] - The Hong Kong Stock Connect Internet ETF from Fu Guo Fund follows closely with a net inflow of 276.57 billion, benefiting from increased capital inflow into Hong Kong stocks [2][8] - The Short-term Bond ETF from Hai Fu Tong Fund has also seen substantial growth, with a net inflow of 231.55 billion, driven by market uncertainty leading investors to seek safer assets [3][4] Fund Characteristics and Strategies - The HuShen 300 ETF has maintained stable dividends since 2020, with a net inflow of nearly 300 billion this year, indicating investor preference for consistent returns [4][6] - Fu Guo's Hong Kong Stock Connect Internet ETF has the lowest tracking error among its peers, with a net inflow of 276.57 billion and a year-to-date return of 34.2% [8][10] - Hua An Fund's Gold ETF has emerged as the largest in its category, with a net inflow exceeding 200 billion, driven by rising gold prices [11][12] Competitive Advantages - The low fee structure of the ETFs is a significant competitive advantage, particularly for the Hong Kong Stock Connect Technology 30 ETF from Industrial Bank of China, which has a management fee of 0.45% [14][16] - The Gold ETF from Hua An Fund has attracted institutional interest, becoming the most held by FOFs, with a total market value of 9.87 billion [13][12] - The performance of the ETFs is closely tied to market conditions, with the HuShen 300 ETF reflecting a bullish sentiment in the A-share market [4][6]

机构表示，PEEK材料凭借其优异的性能，广泛应用于多个领域，未来有望成为人形机器人减重的重要材料，带动千亿级市场空间。 通信设备板块、液冷服务器概念亦走强，长芯博创（300548.SZ）涨超13%创历史新高，奕东电子（301123.SZ）涨超10%，长飞光纤（601869.SH）涨10%， 太辰光（300570.SZ）、兆龙互连（300913.SZ）大涨。 民生证券认为，近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，2025Q2各家CAPEX持续高企，四家单季度CAPEX合计约950亿美元，同比增长67%，环 比增长24%，并且均对未来CAPEX表达了乐观预期。此外，受AI需求驱动，微软和谷歌的云业务增速也迎来进一步提升。 银行、证券板块表现不俗，浦发银行（600000.SH）、信达证券（601059.SH）、红塔证券（601236.SH）、东兴证券（601198.SH）大涨。 消息面，近日，国务院常务会议部署实施个人消费贷款贴息政策与服务业经营主体贷款贴息政策，一方面对于贷款结构性贴息有利于提振消费、小微企业， 另一方面显示出政策导向上对银行息差的呵护态度，预计后续更多结构性货币政策工具有望出台。 ...

| 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 | | --- | --- | --- | --- | --- | | 800000 | 恒生指数 | 24746.81 | +13.36 | 0.05% | | 800100 | 国企指数 | 8896.03 | +2.55 | 0.03% | | 800700 | 恒生科技指数 | 5489.47 | +8.22 | 0.15% | (责任编辑：宋政 HN002) 【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 格隆汇8月5日｜隔夜美股三大指数均涨超1.3%，热门科技股普涨，中概指数涨1.33%。昨日止跌反弹的 港股三大指数微幅高开，恒指涨0.05%，国指涨0.03%，恒生科技指数涨0.15%。盘面上，大型科技股多 数上涨，其中，快手涨2%，腾讯、网易、京东、小米均有涨幅，美团、百度、阿里巴巴飘绿；生物医 药股再度活跃，泰格医药(300347)涨 ...

港股收评：恒生指数涨0.62%！光伏、钢铁成亮点，军工、芯片股表现疲软 港股收评：恒生指数跌 0.56%！内房股、汽车股低迷，黄金股逆势爆发 港股收评：三大指数涨跌不一，恒生科技指数涨 0.56%，医药、军工、汽车大涨 港股收评：恒指再度失守24000，恒生科技指数跌0.33%，医药、芯片、 券商大涨居前 相关事件 隔夜美股三大指数均涨超1.3%，热门科技股普涨，中概指数涨1.33%。昨日止跌反弹的港股三大指数微 幅高开，恒指涨0.05%，国指涨0.03%，恒生科技指数涨0.15%。盘面上，大型科技股多数上涨，其中， 快手涨2%，腾讯、网易、京东、小米均有涨幅，美团、百度、阿里巴巴飘绿；生物医药股再度活跃， 泰格医药涨超4%，药明康德、药明生物、君实生物齐涨；AI概念股集体上涨，心动公司再度大涨 8.55%，赤子城科技、万国数据、第四范式纷纷上涨，纸业股、军工股、光伏股、黄金股、中医药股多 数上涨。另一方面，汽车股部分走低，蔚来跌近6%，比亚迪股份续跌3%，濠赌股、内险股、建材水泥 股走低。(格隆汇) ...

Market Overview - A-shares experienced a low open and high close, with the Shanghai Composite Index rising by 0.66% to 3583.31 points, the Shenzhen Component Index up by 0.46% to 11041.56 points, and the ChiNext Index increasing by 0.5% to 2334.32 points, while the STAR 50 Index rose by 1.22% to 1049.41 points [1] - The total trading volume in the Shanghai and Shenzhen markets was nearly 1.5 trillion, a decrease of 998 billion compared to the previous trading day [1] - Over 3800 stocks in the market saw gains, indicating a generally positive sentiment despite mixed sector performance [1] Sector Performance Military Industry - The military sector saw significant gains, with stocks like Changcheng Military Industry and Aerospace Electronics hitting the daily limit [3] - Catalysts for this surge included the fifth anniversary of the Beidou-3 global satellite navigation system and increased global military spending due to geopolitical tensions [3] Banking Sector - Bank stocks collectively strengthened, with Agricultural Bank of China reaching a historical high [2] - Five listed banks reported positive net profit growth for the first half of 2025, with four banks achieving double-digit increases [2] Semiconductor Industry - Semiconductor stocks showed a strong upward trend, with Huahong Semiconductor reaching a historical high [4] - The global silicon wafer shipment volume is projected to grow by 9.6% year-on-year in Q2 2025, indicating robust demand in the sector [4] Robotics Sector - The robotics and reducer sectors remained active, with companies like Zhongma Transmission and Dongjie Intelligent seeing significant gains [5] - The upcoming World Robot Conference is expected to showcase over 100 new intelligent robot products, indicating a growing market [5] Analyst Insights - CITIC Securities highlighted that market trends dictate the behavior of leading funds, which tend to favor high-consensus stocks rather than low-position stocks [6] - Shenwan Hongyuan noted that the market is returning to a volatile phase, with potential upward movements expected before the September 3 military parade [7] - Dongfang Securities suggested that while there is a high probability of weekly adjustments, the downside is limited, and sectors like AI, military, and pharmaceuticals still present significant investment opportunities [8]

Group 1 - The Securities Social Media Index for June 2025 shows that CITIC Securities leads with a total index of 79.32, maintaining a strong presence across Douyin, video accounts, and public accounts [1][4] - Orient Securities follows closely in second place with a score of 74.64, while Guotai Junan has made a significant leap to third place [1][4] - Other firms such as Guojin Securities and Shenwan Hongyuan have also improved their rankings compared to May, with new entrants like Zhongyuan Securities and CICC making it into the top twenty [1][4] Group 2 - Douyin's high-engagement content features diverse topics, with policy interpretations and hot events driving traffic. The top post from AVIC Securities focused on the regulatory landscape of the China Securities Regulatory Commission, garnering 19,000 likes [1][2] - Financial social media accounts are effectively capturing market sentiment, with topics like stablecoins and geopolitical tensions being highly discussed. The subscription account "Zhongjin Dianzhi" achieved 97,000 reads with its analysis on stablecoins [2][4] - The ability to quickly respond to market trends and provide professional insights is crucial for firms to maintain a competitive edge in the industry [2][4] Group 3 - The index reflects the performance of 138 brokerage and asset management firms across three major social media platforms, indicating the influence of social media on brand visibility and operational trends [5][16] - The index is calculated using a quantitative model that assesses factors such as fan accumulation, content creation, dissemination, and user interaction [5][16] - The report emphasizes the importance of timely and relevant content in attracting audience engagement and enhancing brand reputation [2][5]

1、行情 今天差点就出现了连续第三天退潮，还好午后AI概念站了出来顶住了。 题材方面，光伏板块早盘受消息刺激走强，启迪设计（20CM）、捷佳伟创（20CM）、双良节能、海优新材（20CM炸）等涨停，奥特维、固德威、帝尔激 光、爱旭股份、迈为股份、大全能源等集体大涨； 此外，教育、军工信息化等盘中均有局部强势表现，雅江水电、稀土、RWA等概念跌幅居前。 截至收盘，沪指、深成指、创业板指分别收跌0.37%、0.17%、0.24%，市场从上午4000+下跌到收盘3300+上涨，1900余家下跌。 磁悬浮压缩机上午单边走强，磁谷科技20CM涨停，鑫磊股份、百达精工、雪人集团等集体上涨，但午后均遭遇较大回落； 医药板块继续局部大涨，奇正藏药3连板，昂利康、贵州百灵2连板，福元医药、新天药业、太龙药业、维康药业（20CM）、华森制药、天目药业、亚太药 业先后涨停； 午后，AI应用端迎来局部爆发，鼎捷数智（20CM炸）、湖北广电（炸）、果麦文化、万兴科技、捷成股份、普元信息、赛意信息、汉得信息、每日互动等 集体大涨； 2、磁悬浮压缩机 今天上午，莫名其妙就开始吹什么磁悬浮压缩机。 磁谷科技20CM涨停，鑫磊股份、百达精工、 ...

每经记者｜曾子建 每经编辑｜肖芮冬 8月1日早盘，港股市场低开后窄幅震荡。截至发稿时，恒生指数报24812点，上涨0.16%；恒生科技指数报5474点，上涨0.39%。 焦点个股方面，大悦城地产宣布提出私有化建议，拟以协议安排的方式回购股份，并向香港联合交易所有限公司申请撤销上市地位。根据公告：假设大悦城 地产的已发行股本并无变动，大悦城地产的47.29亿股计划股份将被注销。作为对价，原持有计划股份的大悦城地产股东有权就注销的每股计划股份自大悦 城地产收取0.62港元现金，合计金额约为29.32亿港元。受私有化消息刺激，大悦城地产今日早间股价涨超40%。大悦城地产是A股上市公司大悦城控股的并 表子公司，业务主要包括投资物业、物业开发、酒店经营、管理输出及其他服务四大板块。 其他方面，科网股涨跌不一，阿里巴巴、快手涨超1%，网易跌超1%；AI概念股部分上涨，美图公司涨超3%；石油股集体走弱，中石化跌超2%；蔚来涨超 8%。 跨境ETF方面，恒生消费ETF涨超5%，恒生医疗ETF嘉实、港股医疗ETF、教育ETF、恒生创新药ETF等涨超1.5%。此外，美国50ETF、纳指ETF易方达、法 国CAC40ETF、日经2 ...

港股：港股当前整体升势仍较健康，核心驱动逻辑正从前期避险情绪与仓位回补，逐渐有转向基本面改 善与政策预期向好的迹象。 智通财经APP获悉，中泰国际发布研报称，港股当前整体升势仍较健康，海外不确定性有所下降有助于 削弱关税威胁对港股的冲击；内部来看，市场或在逐渐重新定价内部基本面修复的速度和力度。从技术 指标来看，短期市场超买情绪有所堆积。不过，港股资金流仍然充裕，港股通持续净流入，叠加内部政 策积极发力，外部贸易扰动短期可控，港股或以时间换空间，以盈利增长消化估值。若中美达成有限协 议并与国内政策催化共振，港股或延续"基本面主导"的渐进式修复，关注恒生科指、医药生物、AI概念 等。 海外市场方面，美国实际通胀及消费者通胀预期保持稳定，美国与欧盟、日本及东南亚多国达成贸易协 议，关税税率普遍低于20%，通过"对等关税"获得关税收入(4-6月超600亿美元关税收入，2025年全年 或超2,500亿美元)与资本流入，一方面为"大美丽法案"提供财政支持，另一方面高通胀压力纾缓，进一 步打开9月联储降息窗口。 中泰国际主要观点如下： 近期的经济数据指向美国进入"金发女孩"阶段，7月美国Markit综合PMI升至54.6 ...