Workflow
6G
icon
Search documents
创业板50ETF嘉实(159373)午后上涨1.47%,机构:6月市场风格可能整体偏大盘风格
Xin Lang Cai Jing· 2025-06-11 07:00
Group 1 - The ChiNext 50 Index has shown a strong increase of 1.43%, with notable gains from constituent stocks such as Guide Infrared (up 4.14%), CATL (up 3.23%), and Yangjie Technology (up 3.17%) [1][4] - The ChiNext 50 ETF managed by Harvest has seen a trading volume of 14.55 million yuan, with a turnover rate of 3.89% [4] - Over the past three months, the ChiNext 50 ETF has experienced a significant growth in scale, increasing by 254 million yuan, ranking among the top two in comparable funds [4] Group 2 - The latest price-to-book ratio (PB) for the ChiNext 50 Index is 4.2 times, which is lower than 81.33% of the time over the past five years, indicating a favorable valuation [4] - The top ten weighted stocks in the ChiNext 50 Index account for 65.6% of the index, with major players including CATL, Dongfang Wealth, and Mindray [4] - The market has shown a strong performance in June, with leading sectors including telecommunications, electronics, and non-ferrous metals, reflecting a recovery in market sentiment driven by growth styles [4][5] Group 3 - The market style in June is expected to lean towards large-cap stocks, with a balanced approach between growth and value [5] - Investment opportunities are suggested to focus on traditional capacity clearance, the rise of new consumption, and sectors with high industry prosperity [5] - Investors are encouraged to consider the ChiNext 50 ETF linked fund to capitalize on these investment opportunities [5]
A股盘前市场要闻速递(2025-06-11)
Jin Shi Shu Ju· 2025-06-11 06:56
重要新闻 1. 中美经贸磋商机制首次会议进入第二天 谈到中美经贸磋商机制首次会议,商务部国际贸易谈判代表兼副部长李成钢表示,双方进行了专业、理 性、深入、坦诚的沟通。 2. 市场监管总局就《直播电商监督管理办法》面向社会公开征求意见 为加强直播电商监督管理,维护广大消费者和经营者合法权益,促进直播电商健康发展,市场监管总局 在充分调研和广泛征求意见的基础上,会同国家网信办研究起草了《直播电商监督管理办法(征求意见 稿)》,6月10日正式向社会公开征求意见。 腾讯音乐娱乐集团宣布与喜马拉雅签署并购协议,计划以12.6亿美元现金及腾讯音乐相关股权组合全面 收购喜马拉雅。喜马拉雅表示,将保持品牌、产品独立运营,核心管理团队及战略发展方向不变。喜马 拉雅联合创始人陈小雨、余建军表示,此次并购是回应行业和技术变革,旨在共享资源、共同研发,提 升用户体验和创作者收益。截至6月10日,喜马拉雅在职人员超2300人,高层表示员工岗位、薪酬等不 会变化。 3. 成都华微:公司发布4通道12位16G高速高精度射频直采ADC芯片 成都华微公告,公司研发的多通道高速高精度射频直采ADC(模数转换器)及配套时钟芯片于近日成 功发布。公 ...
创业板指大幅拉升,创业板ETF富国(159971)早盘大涨近2%!
Mei Ri Jing Ji Xin Wen· 2025-06-11 04:46
Core Viewpoint - The A-share market opened strong with significant gains across major indices, indicating a positive market sentiment and potential recovery in the A-share landscape [1] Market Performance - The Shanghai Composite Index surpassed the 3400-point mark, while the Shenzhen Component Index rose nearly 1% and the ChiNext Index increased by approximately 1.4% [1] - Nearly 4000 stocks in the two markets experienced an increase, showcasing broad market participation [1] Sector Highlights - The automotive parts sector showed collective strength, and the energy metals sector also saw a rise, with the IP economy concept becoming active again [1] - The ChiNext-listed companies performed strongly, with related funds experiencing significant gains [1] Fund Performance - The ChiNext ETF by Guotai Junan (159371) demonstrated strong leadership, with an intraday increase of over 2% [1] - Other related ETFs, such as the ChiNext ETF (159971) and the ChiNext Enhanced ETF (159676), saw intraday increases of 1.91% and 1.67%, respectively, and closed up 1.42% and 1.11% [1] Market Trends - The market achieved a "good start" in June, with the ChiNext Index showing impressive gains, particularly in the communication, electronics, and non-ferrous metals sectors, indicating a return to growth style that is boosting market sentiment [1] - Various sectors, including computing power, digital currency, rare earths, sports, and 6G, exhibited varying degrees of performance [1] Investment Opportunities - The ChiNext Index, composed of the 100 most representative ChiNext-listed companies, reflects the operational status of the ChiNext market, characterized by a high proportion of emerging industries and high-tech enterprises [1] - As one of the most representative growth stock indices in A-shares, the ChiNext Index is seen as a "leader" during upward phases, suggesting that investors may consider forward-looking investments through the ChiNext ETF (159971) and its linked funds (Class A 161022/Class C 013277) to capitalize on the A-share recovery opportunities [1]
2 Network Software Stocks to Watch From a Prospering Industry
ZACKS· 2025-06-10 17:31
The Zacks Communication-Network Software industry players like A10 Networks (ATEN) and Ondas (ONDS) are gaining from the ongoing digitalization efforts, including a shift to cloud computing and the rapid deployment of 5G-based networks. The strong demand for network security benefits industry participants, as a secure environment is required to run cloud-based applications. Industry players are leveraging artificial intelligence (AI) and machine learning to develop security solutions, thereby providing bett ...
5 Must-Buy Thriving Non-Tech Behemoths of Q1 Set to Tap More Gains
ZACKS· 2025-06-10 12:26
Key Takeaways Howmet Aerospace is riding strong commercial and defense aerospace demand, boosting earnings outlook. Newmont's Newcrest acquisition and Ahafo North development are driving growth and operational synergy. Philip Morris sees innovative products like IQOS and ZYN fueling volume and earnings growth in 2025.U.S. stock markets are back on a northward trajectory after witnessing volatility in the last couple of months. The broad-market benchmark — the S&P 500 — is hovering around its all-time high ...
VIAVI and Hanyang University Sign Memorandum of Understanding to Advance 6G Research
Prnewswire· 2025-06-10 10:30
CHANDLER, Ariz., June 10, 2025 /PRNewswire/ -- VIAVI Solutions Inc. (VIAVI) (NASDAQ: VIAV) and Hanyang University, one of South Korea's leading academic institutions, today announced a Memorandum of Understanding to collaborate on AI-RAN, 5G and 6G research at the university's Beyond-G Global Innovation Center. VIAVI will contribute wireless lab test solutions and expertise, and Hanyang University will become a VIAVI 6G Forward academic partner. “VIAVI is proud to partner with Hanyang University to rese ...
估值与盈利周观察:6月第1期:微盘、成长领涨
Group 1 - The overall market showed a broad increase, with micro-cap and growth stocks leading the performance, while dividend, stable, and consumer sectors lagged behind [7][9][21] - The performance of various industries was mixed, with non-ferrous metals, communication, and electronics showing the highest gains, while household appliances, food and beverage, and transportation performed the weakest [9][30] - The relative valuation of the ChiNext Index to the CSI 300 increased, indicating a rise in the relative PE and PB ratios [13][21] Group 2 - The overall valuation of broad market indices increased, with major indices exceeding the 50% historical percentile level over the past year, while the ChiNext Index is at a low valuation compared to the past year [21][30] - The valuation of various sectors is differentiated, with non-bank financials, non-ferrous metals, communication, electronics, agriculture, and household appliances at near one-year lows [30][33] - From the perspective of PE and PB deviation, industries such as food and beverage, agriculture, public utilities, and household appliances are currently considered relatively cheap [33][39] Group 3 - The earnings expectations across industries were generally revised downwards, with the computer sector seeing the largest upward adjustment and the defense industry experiencing the most significant downward revision [42]
湖北掀校友回归热潮:启动“校友+”五大专项行动,打造科教优势转化助推器
21世纪经济报道记者吴文汐 武汉报道 "广大校友是湖北最独特、最骄傲、最宝贵的财富。"6月9日,在 湖北省政府新闻办举行的"抓创业促就业"系列行动之"校友回归"新闻发布会上,中共湖北省委常委、省 政府党组副书记张文兵表示。 作为科教资源大省,湖北高素质人力资源富集,拥有82位两院院士、1121万技能人才,拥有1家国家实 验室、45家全国重点实验室、8个大科学装置、10家湖北实验室。为推动湖北科教资源优势加速转化为 创新优势、人才优势、发展优势,加快建成中部地区崛起重要战略支点提供坚实支撑。 校友资源是能精准释放科教资源活力与潜力的宝贵"财富"。为进一步推动"校友回归",发展壮大校友经 济,湖北省政府办公厅于近日印发《湖北省"校友回归"工作方案》(下称《工作方案》),将开展"校 友+智力"、"校友+科技"、"校友+项目"、"校友+企业"、"校友+教育"五个专项行动,全面掀起"校友回 归"热潮。 在"校友+智力"回归专项行动中,湖北明确将成立"湖北省校友工作促进会",健全完善校友服务组织体 系。统筹建设"校友回归"大数据服务平台。通过实施湖北省战略人才力量"十百千万"行动、博士后倍增 计划等,大力引进校友人才。 ...
湖北邀全球校友回鄂创业兴业
Zhong Guo Xin Wen Wang· 2025-06-09 14:57
中新网武汉6月9日电(记者武一力)记者从湖北省政府新闻办9日召开的新闻发布会上获悉,该省制定出 台"校友回归"工作方案,多措并举邀全球校友回鄂创业兴业。 湖北是科教大省,近千万名校友曾在鄂求学问知,涌现出一大批分布全球的学界精英、商界领袖、教坛 才俊、文化名流。 近年来,湖北发挥科教资源和产业基础优势,面向全球开展精准招商,立足湖北推进创新创业,大规模 推进以乡情为纽带的楚商回乡与外出人员返乡创业、以科技为支撑的校友回归与高校师生创新创业。 (文章来源:中国新闻网) 此外,湖北还将充分了解校友企业投资需求,帮助校友企业投资项目签约落地。 武汉大学副校长李资远表示,该校全球校友组织体系建设已形成规模化、立体化格局,目前总数已达 317个,覆盖20多个国家和地区。校友群体对母校的情感认同与价值归属感不断增强,校友智力资源、 资本要素与地方产业需求精准匹配,有效提升了招商引资、招才引智的实际效能。 据统计,2017年以来,武汉大学校友企业在鄂累计签约投资超过6000亿元人民币,其中,一大批龙头企 业为"校友回归"发挥了关键带动作用,"校友链"有效带动"产业链"。(完) 据介绍,湖北将支持校友企业与高校院所联合建设以 ...
通信ETF(515880)涨近2%,景气度持续高企
Mei Ri Jing Ji Xin Wen· 2025-06-09 03:20
注:指数/基金短期涨跌幅及历史表现仅供分析参考,不预示未来表现。市场观点随市场环境变化 而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不构成任何投资建议,也不构成对基金 业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相匹配的产品。基金有风险,投资需谨 慎。 每日经济新闻 (责任编辑:张晓波 ) 【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 今日,通信板块盘中反弹,通信ETF(515880)涨近2%。 国信证券指出,通信行业景气度持续高企,AI算力需求驱动光通信等细分领域快速增长。博通 2025财年Q2 AI业务收入同比增长46%。Credo 2025财年Q4营收同比大增180%,全年增长126%,计划将 资本支出翻倍以应对AI驱动的云厂商需求。纬创5月服务器出货量环比增长47%,营收创单月新高。光 模块、光器件等算力设施受益于AI网络升级需求,行业呈现"光进铜退"趋势。此外,5G-A ...