半导体芯片板块震荡走强，截至午间收盘，中证芯片产业指数上涨2.5%，中证半导体材料设备主题指数上涨1.3%，中证云计算与大数据主题指数上涨 0.1%，半导体设备ETF易方达（159558）半日获超7000万份净申购。 每日经济新闻 （责任编辑：董萍萍 ） | 云计算ETF (No.1 | | | 516 | | --- | --- | --- | --- | | 跟踪中证云计算与大数据主题指数 | | | | | | | | · ///// | | 该指数由50只业务涉及提 | 截至午间收盘 | 该指数 | 该指数自20 | | 供云计算服务、大数据服务 | 该指数涨跌 | 滚动市销率 | 发布以来估值 | | 以及上述服务相关硬件设备 | | | | | 的公司股票组成,覆盖云计 算产业链。 | 0.1% | 5.0倍 | 99.79 | | 芯片ETF易方达 | | | 516 | | 跟踪中证芯片产业指数 | | | | | | | | ·· | | 该指数由50只业务涉及芯 | | | | | 片设计、制造、封装与测 | 截至午间收盘 | 该指数 | 该指数自20 | | 试以及半导体材料、半导 | ...

（文章来源：每日经济新闻） 截至午间收盘，中证云计算与大数据主题指数上涨0.5%，中证半导体材料设备主题指数上涨0.1%，中 证芯片产业指数下跌0.5%，半导体设备ETF易方达（159558）半日获超1.2亿份净申购。 ...

Group 1 - Zhejiang Biyi Intelligent Manufacturing Technology Co., Ltd. has been established with a registered capital of 10 million yuan, focusing on the sales of power electronic components and manufacturing of consumer robots [1] - Biyi Intelligent Manufacturing is wholly owned by Biyi Co., Ltd. (stock code: 603215) [1] Group 2 - Food and Beverage ETF (product code: 515170) tracks the CSI segmented food and beverage industry theme index, with a recent five-day decline of 3.49% and a price-to-earnings ratio of 20.36 times [3] - Gaming ETF (product code: 159869) tracks the CSI Animation and Gaming Index, showing a slight decline of 0.56% over the last five days, with a price-to-earnings ratio of 46.16 times [4] - Cloud Computing 50 ETF (product code: 516630) tracks the CSI Cloud Computing and Big Data theme index, with a minimal decline of 0.06% recently and a high price-to-earnings ratio of 123.79 times [5]

Group 1 - The China Securities Chip Industry Index rose by 2.5% at midday, while the China Securities Cloud Computing and Big Data Theme Index increased by 0.5%, and the China Securities Semiconductor Materials and Equipment Theme Index saw a 0.4% rise [1][4] - The semiconductor equipment ETF managed by E Fund (159558) received a net subscription of 6 million shares in the morning session [1] - The semiconductor equipment ETF tracks the China Securities Semiconductor Materials and Equipment Theme Index, which consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [4] Group 2 - The China Securities Chip Industry Index is composed of 50 stocks related to chip design, manufacturing, packaging, testing, semiconductor materials, and production equipment, emphasizing core hardware aspects of future computing [3]

Group 1 - The stock price of Baichu Electronics (688188) closed at 147.08 yuan on September 19, 2025, up 3.72% from 141.8 yuan the previous week [1] - The highest intraday price reached 151.47 yuan on September 18, while the lowest was 139.45 yuan on September 16 [1] - The current total market capitalization of Baichu Electronics is 42.417 billion yuan, ranking 6th out of 84 in the computer equipment sector and 409th out of 5,153 in the A-share market [1] Group 2 - Baichu Electronics will hold its first extraordinary general meeting of 2025 on October 13, 2025, to discuss 13 resolutions, including increasing registered capital and revising the articles of association [2][4] - The company plans to increase its total share capital from 205,455,060 shares to 288,391,239 shares due to the implementation of a restricted stock incentive plan and the distribution of profits for 2024 [2][4] - The company intends to renew the appointment of Rongcheng Accounting Firm as the auditor for the 2025 financial report and internal control audit, with a proposed audit fee of 646,000 yuan [2][4]

Group 1 - The index experienced a slight decline of 0.1% at midday closing [1] - The price-to-book ratio stands at 7.4 times [1] - The valuation score has been at 90.39 since the index began tracking [1]

(原标题：新易盛、中际旭创成交额超100亿元) 人民财讯9月11日电，开盘半小时，新易盛、中际旭创成交额超100亿元。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: 2.01% 市盈率： 21.44倍 资金流向: 最新份额为79.5亿份, 增加 了2.2亿份，主力资金净流 入135.0万元。 (产品代码：159869) ★ 跟踪：中证动漫游戏指数 近五日涨跌:6.16% 市盈率: 43.97倍 资金流向: 最新份额为52.0亿份,增加 了6800.0万份,主力资金净 流入5294.0万元。 估值分位: 65.03% 估值分位:23.92% 游戏ETF ★ 跟踪： 中证云计算与大数据主题指数 近五日涨跌: -4.42% 市盈率：112.48倍 科创半导体ETF (产品代码: 588170) ★ 跟踪：上证科创板半导体材料设备主题指数 近五日涨跌: -5.12% 资金流向: 最新份额为5.1亿份，增加 了4000.0万份,主力资金净 流出1395.1万元。 云计算50ETF (产品代码：516630) 资金流向: 最新份额为3.8亿份, 增加 了0 ...

Group 1 - The core viewpoint is that Xiling Power (300733.SZ) is currently in the development phase of its robot components and the production line is under construction [1] Group 2 - The Food and Beverage ETF (Product Code: 515170) tracks the CSI Sub-Industry Food and Beverage Theme Index, with a recent five-day change of +0.65%, a P/E ratio of 21.40, and a net inflow of 1,206.1 million yuan [3] - The Gaming ETF (Product Code: 159869) tracks the CSI Animation and Gaming Index, showing a five-day change of +4.38%, a P/E ratio of 44.11, and a net outflow of 71.58 million yuan [3] - The Sci-Tech Semiconductor ETF (Product Code: 588170) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, with a five-day change of -5.52%, a net outflow of 26.61 million yuan [3] - The Cloud Computing 50 ETF (Product Code: 516630) tracks the CSI Cloud Computing and Big Data Theme Index, with a five-day change of -7.14%, a P/E ratio of 115.07, and a net outflow of 1.39 million yuan [4]

截至2025年8月28日 14:53，中证云计算与大数据主题指数(930851)强势上涨4.18%，成分股奇安信 (688561)上涨17.79%，新易盛(300502)上涨13.84%，中际旭创(300308)上涨9.63%，拓维信息(002261)， 科华数据(002335)等个股跟涨。大数据ETF(159739)上涨4.66%，最新价报1.59元。 数据显示，截至2025年7月31日，中证云计算与大数据主题指数(930851)前十大权重股分别为中际旭创 (300308)、科大讯飞(002230)、新易盛(300502)、金山办公(688111)、中科曙光(603019)、浪潮信息 (000977)、恒生电子(600570)、紫光股份(000938)、润和软件(300339)、拓维信息(002261)，前十大权重 股合计占比53.85%。 消息面上，受益于AI产业链，CPO、PCB概念全面爆发。国盛证券指出，纵向对比来看，国内光模块龙 头估值处于历史估值中枢。横向对比来看，国内龙头相比于海外各硬件巨头估值更低。结合纵向以及横 向的估值对比，目前相关龙头股价仍存在空间，同时后续在AI闭环、增量基金入场、行业 ...

招商中证云计算与大数据主题交易型 开放式指数证券投资基金 2025 年中期 报告 基金管理人：招商基金管理有限公司 基金托管人：中信证券股份有限公司 送出日期：2025 年 8 月 28 日 招商中证云计算与大数据主题交易型开放式指数证券投资基金 2025 年中期报告 基金管理人的董事会及董事保证本报告所载资料不存在虚假记载、误导性陈述或重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。本中期报告已经三分之二 以上独立董事签字同意，并由董事长签发。 基金托管人中信证券股份有限公司根据本基金合同规定，于 2025 年 8 月 27 日复核了本 报告中的财务指标、净值表现、利润分配情况、财务会计报告、投资组合报告等内容，保证 复核内容不存在虚假记载、误导性陈述或者重大遗漏。 基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资产，但不保证基金一定 盈利。 基金的过往业绩并不代表其未来表现。投资有风险，投资者在作出投资决策前应仔细阅 读本基金的招募说明书及其更新。 本报告中财务资料未经审计。 本报告期自 2025 年 1 月 1 日起至 6 月 30 日止。 第 1 页 共 52 页 招商中证云 ...