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芯片相关ETF领涨 股票型ETF“吸金”
Zhong Guo Zheng Quan Bao· 2025-09-14 20:14
从成交额来看,上周跟踪中证A500、恒生科技、香港证券指数的ETF成交持续活跃,周度成交额居前。 电池相关ETF涨幅较高 9月8日至9月12日,A股震荡上行。上周,全市场1095只ETF实现正收益,正收益产品占比超80%。芯 片、半导体相关ETF领涨全市场。中韩半导体ETF周涨幅最高,上周涨幅为10.41%,科创芯片设计ETF 涨幅也超10%。科创芯片ETF南方、科创芯片50ETF、信创ETF易方达、集成电路ETF(562820)等多只 芯片、信创相关ETF涨幅均超8%。 从换手率来看,中韩半导体ETF周换手率最高,换手率达1695.23%;科创芯片设计ETF、集成电路ETF (562820)周换手率均超100%。 □本报记者 张凌之 上周(9月8日至9月12日),A股市场整体呈现震荡上行态势。芯片、半导体相关ETF领涨,两只芯片相 关ETF涨幅超过10%。 在资金流向方面,上周全市场ETF的资金总体呈净流入状态。Wind数据显示,9月8日至9月12日,全市 场ETF资金净流入额为69.46亿元。股票型ETF成为ETF市场"吸金"主力。一周净流入额前十的ETF,均 为股票型ETF。 不过,若将时间拉长一些,从 ...
走进2025世界机器人大会,景顺长城科技军团孟棋解析“万亿级”市场投资机遇
中国基金报· 2025-08-14 13:33
Core Viewpoint - The 2025 World Robot Conference (WRC) showcased significant advancements in robotics, highlighting the industry's rapid evolution and the emergence of substantial investment opportunities in a trillion-dollar market [1][2][8]. Group 1: Event Highlights - The WRC featured over 1,500 exhibits from more than 200 domestic and international robotics companies, with over 100 new products launched, marking a record for domestic robotics exhibitions [2]. - Humanoid robots were a major attraction, demonstrating capabilities in combat, soccer, and marathon running, showcasing their evolution and versatility [3][4]. Group 2: Application Scenarios - Three primary application scenarios for robotics were identified: 1. Industrial automation focusing on handling and sorting tasks, which are seen as the most readily deployable applications in factories [10]. 2. Commercial applications, including robots that assist in supermarkets and pharmacies, as well as entertainment through robot competitions [11]. 3. Consumer-facing scenarios, particularly those targeting children and the elderly, such as companion robots for learning and rehabilitation [11]. Group 3: Technological Advancements - Significant progress was noted in hardware, with reduced costs and improved performance, including specialized components for various operational needs [13]. - The development of "small brain" technology has enhanced robots' operational fluidity and balance, allowing for more complex movements and interactions [14]. - The "big brain" technology is evolving, enabling robots to perform tasks through cloud-based control, which reduces costs and enhances collaborative operations [14]. Group 4: Market Trends and Investment Strategies - The robotics sector is experiencing inevitable volatility as it matures, with a wave-like market performance observed over the past three years [16]. - Investment strategies should focus on established hardware sectors while also looking for growth in emerging technologies that enhance robots' capabilities [19]. - The overall market is transitioning into a positive cycle, with increasing resilience and clarity in investment opportunities, particularly in technology sectors [21][22]. Group 5: Future Outlook - Chinese companies are well-positioned to benefit from the robotics industry's growth due to their rapid technological advancements and cost optimization [25]. - The focus on high-quality stock selection and long-term investment strategies is essential for navigating the current market landscape [26][28].