今日（1月14日）重仓软件开发行业的信创ETF基金（562030）场内价格盘中猛拉9.5%，现涨7.53%，实时涨幅霸居全市场ETF涨幅榜第一！ | 全部 | | 觉量 | 行业 | 荣始 | | --- | --- | --- | --- | --- | | | | ■ 相同指数ETF仅显示最活跃的一只 ② | | 成交额 > | | 序号 | (4555) | | 名称 | 涨跌幅 | | | 562030 | | 信创ETF其全 | | 【扎根自主可控，护航国家安全】 聚焦信息技术自主可控领域的信创ETF基金（562030）及其联接基金（A类：024050；C类：024051）被动跟踪的中证信创指数，覆盖基础硬件、基础软 件、应用软件、信息安全、外部设备等信创产业链核心环节，指数具备高成长、高弹性特征，当前形势下，重点关注信创产业的四重投资逻辑： 1、国际形势：地缘政治扰动，逆全球化趋势加剧，自主可控需求迫切，从国家安全、信息安全、产业安全的角度来讲，信创领域，均有国家大力扶持和企 业加速发展的必要性； 消息面上，1月13日，工业和信息化部印发《推动工业互联网平台高质量发展行动方案（2026—2028年 ...

此外，事关芯片，广州公开征求意见。据证券时报，1月13日消息，《广州市关于"十五五"时期全链条 推动集成电路产业高质量发展的若干政策（征求意见稿）》 公开征求意见。其中提到，加快突破处理 器、存储芯片、边缘计算芯片等高端通用芯片的设计，积极支持RISC-V、车规级、显示驱动、传感 器、光通信、6G等专用芯片的开发。 银河证券指出，近期半导体板块在产业链涨价潮、AI需求持续以及国产化逻辑强化的共同驱动下，走 出一轮结构性行情。在外部环境背景下，供应链安全与自主可控是长期趋势。 芯片ETF天弘（159310，场外C类012553）跟踪中证芯片产业指数。在政策支持与需求爆发双轮驱动 下，板块业绩持续高增，Wind金融终端显示，该标的指数2025年H1归母净利润同比增长37.62%。 消息面上，据央视新闻，当地时间1月13日，美国政府批准英伟达向中国出口其人工智能芯片H200。该 决定预计将重启H200芯片对中国客户的出货。此前，美国总统特朗普通过社交媒体表示，美国政府将 允许英伟达向中国出售H200人工智能芯片。据悉，上述对华销售将由美国商务部负责审批和安全审 查，美方还将从相关交易中收取约25%的费用。 1月14 ...

Core Viewpoint - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index surpassing 4100 points and the Shenzhen Component Index exceeding 14000 points, marking significant highs in recent years. Institutional investors, particularly public funds, had already positioned themselves ahead of this rally, leading to substantial gains in various sectors such as commercial aerospace, semiconductor chips, and innovative pharmaceuticals [1][5]. Group 1: Fund Manager Strategies - Fund managers proactively increased their positions in late 2025, anticipating a spring market rally, with many reducing their exposure during market downturns in late 2025 [2][3]. - A notable fund manager highlighted the importance of macroeconomic indicators, such as stabilizing PMI data and a shift in overseas liquidity expectations, which prompted them to increase their holdings in semiconductor stocks, particularly storage chips, leading to over 15% returns in the recent rally [2][3]. - Institutional investors' early positioning is evidenced by several companies' buyback announcements, revealing that many fund managers had increased their stakes in key stocks during the fourth quarter of 2025 [3]. Group 2: Market Performance and Sector Highlights - The first week of 2026 saw ten funds achieving over 20% returns, with significant contributions from sectors like commercial aerospace and technology [5][6]. - The commercial aerospace sector emerged as a standout performer, with the China Satellite Industry Index rising by 85.7% from November 24, 2025, to January 9, 2026, and several key stocks experiencing over 200% gains [5][6]. - The semiconductor industry, particularly storage chips, is benefiting from increased demand driven by advancements in AI technology, with funds heavily invested in this sector reporting substantial profits [6][7]. Group 3: Future Market Outlook - Analysts predict a volatile market in 2026, with a positive sentiment expected in the first quarter, particularly for growth sectors like semiconductors and artificial intelligence [4][8]. - The macroeconomic environment, including favorable policies and improving economic fundamentals, is seen as a driving force for the continuation of the current market rally [8][9]. - Investment strategies are expected to focus on both technology and cyclical sectors, with potential price increases in industries like lithium batteries anticipated due to supply constraints and recovering demand [9][10].

Group 1 - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index breaking through 4100 points, reaching a nearly 10-year high, and the Shenzhen Component Index surpassing 14000 points, marking a nearly 4-year high [1] - Institutional investors, particularly public funds, had already increased their positions by the end of Q4 2025, anticipating the "spring rally" [2][3] - The market showed significant gains in sectors such as commercial aerospace, semiconductor chips, and innovative pharmaceuticals, with 10 funds achieving over 20% returns in the first week of the year [4] Group 2 - Fund managers reported that they reduced their positions to 70% during the market's downturn in late 2025, but began to increase their holdings in late November to early December as positive macroeconomic signals emerged [2] - Specific funds, such as those managed by Dazheng Jingheng and other notable managers, have been revealed to have increased their stakes in companies like Jiete Bio and Huakai Yibai, which saw significant stock price increases [3] - The average position of active equity funds was reported at 85.74% by the end of last year, with notable increases in sectors like basic chemicals, non-bank financials, and home appliances [3] Group 3 - The commercial aerospace sector has been highlighted as a key driver of the recent market rally, with the China Satellite Industry Index rising by 85.7% from November 2025 to January 2026 [4][5] - Fund managers emphasized the importance of the commercial aerospace industry's growth, driven by technological breakthroughs, capital support, and policy backing, marking 2026 as a transformative year for the sector [5] - The semiconductor industry, particularly in storage chips, is also experiencing significant growth, with funds heavily invested in this area reporting substantial returns [5] Group 4 - Analysts predict that the strong performance of the A-share market is supported by a favorable macroeconomic environment, increased capital inflows, and improvements in economic fundamentals [6] - The consensus among institutions is that "technology" and "cyclical" sectors will be key themes in 2026, with ongoing discussions about the sustainability of the current market rally [6][7] - Investment strategies are focusing on technology sectors, particularly AI and semiconductor industries, as well as cyclical commodities like chemicals and industrial metals, which are expected to benefit from supply constraints and moderate demand recovery [7]

编者按 是在舌注与多元间 线到部个 哈列好处的支点 投资成功的秘诀,在干认清自己的能力圈, 易方达基金说 在充满不确定性的市场中，精准布局不仅是一种投资智慧，更是一种人生哲学。通过科学布局不同资产，投资者可在平衡风险与收益的同时，增强投资组 合应对市场波动的能力，稳步推进长期财务规划。 精准 数据来自Wind，统计区间为2025年7月10日-2026年1月9日。 市场上已有半导体设备ETF易方达（159558）、机器人ETF易方达（159530）等产品分别跟踪这两只指数。其中，机器人ETF易方达（159530）最新规模 约164亿元，居同类首位。 投资如人生，讲究分寸，看重平衡。在集中与分散、进攻与防守之间找到适合自己的那个"黄金比例"，方能行稳致远，既不错失时代机遇，也能从容应对 变化万千的市场风景。 中国古人讲究"中庸之道"，强调"过犹不及"。这种把握"分寸"的智慧，在投资中同样重要：如何在看好的方向上保持一定的集中度，以争取更高收益；同 时，又在不同资产、不同行业间进行适当分散，以规避单一风险。 今年以来，半导体作为"国产化攻坚战核心环节"，人形机器人作为"高端制造新赛道"，双双展现出较强的产业逻辑与成 ...

转自：智通财经 《科创板日报》1月10日讯（记者 郭辉）模拟和混合信号芯片龙头晶丰明源，在1月9日晚间发布收购易 冲科技100%股权的重大资产重组草案（上会稿），并根据上交所发布的审核意见及落实函，对其发行 股份及支付现金购买资产并募集配套资金报告书草案进行了修订。 交易对方基本情况部分，更新交易对方存续期与锁定期匹配情况； 管理层讨论与分析部分，新增标的公司财务报告截止日后经营情况，更新上市公司对拟购买 资产的整合管控安排。 公告显示，本次交易方案调整不涉及交易对方的变更、标的资产的变更以及新增或调增配套募集资金， 本次交易方案调整不构成方案重大调整。 公告显示，本次交易价格定为32.83亿元。具体交易方案来看，晶丰明源拟以现金方式支付12.49亿元， 占交易对价的38.05%；以发行股份的方式支付20.33亿元，占交易对价的61.95%，发行价格为50.39元/ 股，预计发行股份数量约为4035.24万股。 与此同时，晶丰明源拟向不超过35名特定投资者非公开发行股份募集配套资金，总额不超过18亿元，募 集资金将用于支付本次交易现金对价、补充流动资金及支付中介机构费用。 按市场法评估，以2025年5月31日 ...

转自：河北日报 （来源：河北日报） "长期以来，具身机器人的人工智能算法框架、高性能芯片等核心技术被国外垄断，产业发展受限，技 术安全与供应链稳定存在隐患。"王光乾说，他们从一开始就锚定国产化，构建自主可控的技术体系与 产业生态。 "现在'小智'的'大脑'依托企业高性能服务器生产线。"华安百唐研发部部长李嘉星介绍，该生产线每小 时可生产15台服务器，工序由数字孪生系统监控，服务器可作为"小智"的分布式计算节点，0.1秒内完 成从识别指令到回应的全流程。 华安百唐研发"小智"具身智能机器人 全链条国产化 "智商""情商"都很高 唐山劳动日报记者 韩冬 "小智小智""请吩咐"……近日，在河北华安百唐信息技术有限公司（以下简称"华安百唐"）展示大厅， 双足具身智能机器人"小智"步伐稳健地走向记者，在指令下精准完成"比心"动作，还能按要求灵活分拣 螺丝钉。 "这是我们新研发的具身智能机器人，具备环境交互与复杂任务执行能力，最初为解决废钢再利用环节 工人分拣作业环境恶劣而研发设计，如今已拓展至医疗、商业服务等领域。"华安百唐总经理王光乾介 绍，目前这款智能设备已实现全链条国产化。 不同于传统关节机器人，"小智"全身配备 ...

Core Viewpoint - The company emphasizes that technological self-reliance is driving the industry towards domestic production, which further expands its development space and enhances market competitiveness across its four major industries [1] Market Position and Performance - The company's market share in the low-temperature storage industry continues to increase, with a projected market share of over 50% in plasma collection solutions by mid-2025, based on public and third-party bidding data [1] - The company ranks among the top three in the automated medication market and continues to break through in the domestic market for scientific instruments, with its total organic carbon analyzers and UV spectrophotometers being the top two domestic brands [1] - The centrifuge series has entered the top ten in market share among industry brands, while the biological safety cabinet has risen to the number one position nationwide, and the cultivation series maintains the highest market share among domestic brands [1] International Market Presence - Preliminary market research indicates that the company's three major low-temperature product lines hold the leading market share in 25 overseas countries [1]

内容概况：当前，中国网闸行业正处于一个从合规驱动向价值驱动深刻转型的关键阶段。在网络安全形 势日趋严峻与数据要素价值日益凸显的双重背景下，2024年，中国网闸行业市场规模约为2135亿元，同 比增长7.39%。未来，随着国产化、智能化、云边协同等技术的深度融合，网闸行业将向更高效、更安 全、更智能的方向演进，持续赋能数字经济高质量发展。 相关上市企业：启明星辰（002439）、奇安信（688561）、天融信（002212）、绿盟科技（300369）、 拓尔思（300229） 相关企业：中芯国际集成电路制造有限公司、北京兆易创新科技股份有限公司、北方华创科技集团股份 有限公司、长电科技股份有限公司、深南电路股份有限公司、沪士电子股份有限公司、鹏鼎控股（深 圳）股份有限公司、生益电子股份有限公司、胜宏科技（惠州）股份有限公司、华润微电子有限公司、 杭州士兰微电子股份有限公司、中电科网络安全科技股份有限公司、格尔软件股份有限公司 关键词：网闸、网闸市场规模、网闸行业现状、网闸发展趋势 一、行业概述 网闸（全称安全隔离网闸，GAP）是一种通过物理隔离与数据摆渡技术实现高安全性数据交换的网络安 全设备。其核心原理是物理 ...

行业方面，标普生物科技 ETF（159502）跟踪标普生物科技精选行业指数，覆盖全球生物科技领域优 质企业；需注意的是，在未正式降息前板块短期仍可能承压，且此前较长时间未出现像样回调，投资者 需警惕潜在下行风险。 标普生物科技 ETF（159502）管理费 + 托管费为 0.60%/ 年，既适合普通投资者作为长期配置工具，也 能满足专业投资者的灵活交易需求。 声明：市场有风险，投资需谨慎。本文为 AI 基于第三方数据生成，仅供参考，不构成个人投资建议。 1月8日消息，据深交所数据显示，截至 09:30，深证成指下跌 0.52%，创业板指下跌 0.79%，个股方 面，Revolution Medicines Inc 涨超 28%，伊克力西斯涨超 5%，再生元制药、艾伯维等涨超 4%，安进涨 超 3%，Ionis Pharmaceuticals Inc 涨超 2%，Moderna Inc、Madrigal Pharmaceuticals Inc 等跟涨。 热门 ETF 方面，标普生物科技 ETF（159502）涨 2.38%，盘中成交额达 0.57 亿元，换手率达 2.42%。 天天基金网数据显示，该基金近 6 ...