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行业、主题ETF合计规模破万亿元,年内增长超77%
Mei Ri Jing Ji Xin Wen· 2025-10-10 05:56
每经记者 彭水萍 每经编辑 赵云 今年前三季度的行情,是不是像一场"权重搭台、题材唱戏"的大戏?你坐在台下看AI(人工智能)、通信股涨得热闹,可知道舞台 背后的ETF(交易型开放式指数基金)市场里,"题材角儿"已经炸了——行业、主题ETF直接把规模从年初的不到6000亿元干到了1万亿 元,年内增长超77%。 更绝的是,大家买ETF的思路彻底变了。你以为ETF只有"涨得好才有人买"?今年前三季度的行业、主题ETF这就"打脸"给你看。比 如一只煤炭ETF,明明年内跌了5.65%,规模却从28亿元涨到114亿元(年内增长近300%)。而有些涨得不错的ETF,比如一只芯片ETF 年内涨了56.16%,规模反而少了21亿元。这是什么操作? 《每日经济新闻》记者就来揭秘行业、主题ETF的"资金密码":有人"越跌越买"抄底冷门,有人"见好就收"止盈热门,还有人盯着黄 金、AI大肆"囤货"。到底钱往哪流?哪些ETF是"被遗忘的角落"?咱们一起挖个明白。 基金份额的变动更能说明问题。据Wind数据统计,行业指数ETF今年前三季度份额新增847.08亿份至3065.38亿份,主题指数ETF新 增2050.32亿份至7280.6亿 ...
行业、主题ETF合计规模破万亿元 年内增长超77%
Mei Ri Jing Ji Xin Wen· 2025-10-09 14:38
今年前三季度的行情,是不是像一场"权重搭台、题材唱戏"的大戏?你坐在台下看AI(人工智能)、通 信股涨得热闹,可知道舞台背后的ETF(交易型开放式指数基金)市场里,"题材角儿"已经炸了——行 业、主题ETF直接把规模从年初的不到6000亿元干到了1万亿元,年内增长超77%。 更绝的是,大家买ETF的思路彻底变了。你以为ETF只有"涨得好才有人买"?今年前三季度的行业、主 题ETF这就"打脸"给你看。比如一只煤炭ETF,明明年内跌了5.65%,规模却从28亿元涨到114亿元(年 内增长近300%)。而有些涨得不错的ETF,比如一只芯片ETF年内涨了56.16%,规模反而少了21亿元。 这是什么操作? 《每日经济新闻》记者就来揭秘行业、主题ETF的"资金密码":有人"越跌越买"抄底冷门,有人"见好就 收"止盈热门,还有人盯着黄金、AI大肆"囤货"。到底钱往哪流?哪些ETF是"被遗忘的角落"?咱们一 起挖个明白。 份额变动更能说明问题 Wind(万得)数据显示,截至9月30日,全市场共有483只主题指数ETF和84只行业指数ETF,最新规模 分别为7747.85亿元和2876.27亿元,合计规模突破1万亿元。而年初 ...
港股创新药ETF、港股创新药50ETF、通信ETF年内涨幅超100%,酒ETF、食品饮料ETF基金、煤炭ETF年内跌幅居前
Ge Long Hui· 2025-09-26 04:26
Group 1 - The core viewpoint of the article highlights the significant divergence in market performance between traditional value stocks ("老登股") and emerging technology stocks ("小登股") in the current investment landscape [8][9][10] - The term "老登股" refers to established sectors such as liquor, real estate, and coal, while "小登股" encompasses high-growth areas like AI, computing, and semiconductors [4][9] - As of September 25, 2023, the performance of various sectors shows a stark contrast, with communication and electronic sectors rising by 67.91% and 53.58% respectively, while traditional sectors like coal and food & beverage have declined by 6.70% and 5.64% [5] Group 2 - The article discusses the rise of various ETFs, with the Hong Kong Innovation Drug ETF and Communication ETF both exceeding 100% growth year-to-date, indicating strong investor interest in innovative sectors [5][6] - The commentary from industry experts suggests a shift in investment strategies, emphasizing the need to focus on high-tech sectors for future growth, as traditional sectors may not sustain long-term market leadership [11][12] - The ongoing market dynamics reflect a fundamental change in investor sentiment, with a growing preference for technology-driven investments over traditional value stocks [10][12]
ETF开盘:智能网联汽车ETF涨10.02% 通信ETF广发跌3.0%
Shang Hai Zheng Quan Bao· 2025-09-25 01:50
来源:上海证券报·中国证券网 上证报中国证券网讯 9月25日,ETF开盘涨跌不一,智能网联汽车ETF(159872)涨10.02%,油气资源 ETF(159309)涨8.86%,油气资源ETF(563150)涨4.96%,通信ETF广发(159507)跌3.0%,半导体设备 ETF(561980)跌2.53%,消费ETF沪港深(517550)跌2.03%。 ...
云南铜业:公司生产的高品质阴极铜和综合回收的稀贵金属、稀散金属是通信等领域的基础材料
Zheng Quan Ri Bao· 2025-09-22 14:07
Group 1 - The company primarily produces cathode copper, with by-products including gold, silver, and industrial sulfuric acid [2] - The company also recovers rare metals such as molybdenum, selenium, tellurium, platinum, palladium, and rhenium [2] - The high-quality cathode copper and the recovered precious and rare metals are essential materials for downstream industries such as telecommunications, new energy batteries, and electronic components [2]
热门中概股集体上涨 蔚来涨3% 小鹏京东涨1.7% 黄金拉升
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-19 15:59
Group 1: Apple - Apple shares rose over 1.7% following Morgan Stanley's target price increase from $255 to $280 [2] - The domestic launch of the iPhone 17 on September 19 was highly successful, with significant demand observed [2] - Popular models included the 256GB silver and orange iPhone Pro Max, with scalpers willing to pay a premium of 400 to 500 yuan for them [2] Group 2: Tesla - Tesla shares increased nearly 3% after Baird upgraded its stock rating to "outperform" [4] - Baird raised Tesla's target price from $320 to $548, citing the company's potential role in the upcoming "physical AI" era [4] Group 3: Chinese Tech Stocks - Alibaba shares rose by 1.31%, while JD.com saw an increase of over 1.6%, with JD's beauty segment expected to achieve double-digit growth in the first half of 2025 [6] - NIO's stock rose nearly 3% ahead of its 2025 NIO Day event, where it will unveil a special edition of its ET9 flagship sedan and the third-generation ES8 SUV [8] - XPeng's shares increased over 1.7%, reporting over 24,702 vehicle deliveries in 46 countries from January to August 2025, a year-on-year growth of over 137% [9] Group 4: Autonomous Driving and AI - Pony.ai shares surged nearly 8% after the CFO announced expectations to achieve key profitability targets by early 2026 [10] - Pony.ai plans to launch 1,000 autonomous taxis globally by the end of the year [10] Group 5: Gold Market - Gold prices rose, with spot gold reaching $3,670 per ounce, an increase of 0.85% [11] Group 6: Federal Reserve Rate Cut - The Federal Reserve announced a 25 basis point rate cut, lowering the target range for the federal funds rate to 4.00%-4.25% [13] - This rate cut is expected to positively impact Chinese assets, with institutions suggesting a focus on A-shares and H-shares [15][16] - The improved liquidity environment is seen as a key reason for optimism regarding Chinese assets [17]
美联储降息下布局中国资产正当时 机构建议关注四大方向
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-19 06:17
Core Viewpoint - The Federal Reserve has initiated a new rate-cutting cycle by lowering the federal funds rate by 25 basis points to a target range of 4.00%-4.25%, which is expected to create new opportunities for Chinese assets in the medium to long term [1] Group 1: Market Reactions and Implications - The rate cut has triggered a global market response, with a consensus among fund companies that A-shares and Hong Kong stocks are expected to perform well despite short-term volatility [1][6] - The market exhibited a "good news priced in" reaction following the rate cut announcement, with fluctuations in the dollar index, U.S. Treasury yields, and stock indices [3] - Historical data suggests that A-shares and Hong Kong stocks typically perform well in the months following a Federal Reserve rate cut [7] Group 2: Investment Opportunities - Fund companies are optimistic about the long-term outlook for Chinese assets, citing improved liquidity conditions and potential for foreign capital inflow into A-shares and Hong Kong stocks [6][8] - Key investment directions identified include technology growth stocks, the Hong Kong market, consumer sectors, and gold assets, with a focus on sectors sensitive to interest rates and benefiting from global liquidity improvements [9]
服贸会观察:构建“专精特新”产品矩阵,中加基金打造战略型资管样本
Jing Ji Guan Cha Wang· 2025-09-13 05:39
Group 1 - The core theme of the series of activities initiated by the Beijing Securities Association is "New Era, New Fund, New Value," aimed at promoting high-quality development in the public fund industry [2] - The 2025 China International Service Trade Fair emphasizes the importance of technology finance in modernizing the economy, with a focus on financial services for the real economy [2] - Zhongjia Fund was awarded the title of "Best Cooperation Partner in Financial Services" at the service trade fair, highlighting its strategic alignment with the Beijing Bank Group [2] Group 2 - As a subsidiary of Beijing Bank, Zhongjia Fund aims to create a brand of "Specialized, Refined, Unique, and Innovative First Fund" to provide lifelong fund services to investors [3] - A technology finance investment strategy sharing session was held, featuring insights from fund managers on the growth potential of technology stocks, particularly in AI, chips, communications, and innovative pharmaceuticals [3] - Zhongjia Fund is committed to focusing on the "Five Major Articles" of finance, supporting the growth of quality technology enterprises, and seizing opportunities presented by technological innovation [3]
专业选手实战大赛丨哪些ETF备受“牛人”青睐?9月11日十大买入ETF榜、十大买入金额ETF榜出炉
Xin Lang Zheng Quan· 2025-09-11 09:09
Group 1 - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated portfolio competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top ten most frequently bought ETFs on September 11 include the Robot ETF, State-Owned Enterprises ETF, and Broker ETF, indicating strong interest in these sectors [2] - The top ten ETFs by purchase amount on the same day also feature the Robot ETF and Hong Kong Innovative Medicine ETF, highlighting significant investment flows into these funds [3] Group 3 - The data for the top bought stocks/ETFs is based on the frequency of purchases by all participating advisors, while the purchase amount data reflects the total investment amounts in these stocks/ETFs [4] - The competition includes a performance evaluation segment divided into stock simulation, on-site ETF simulation, and public fund simulation groups, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [4]
ETF午评 | A股三大指数集体大涨,半导体+CPO助攻创业板指站上3000点,通信ETF、云50ETF和5G通信ETF狂飙8%
Sou Hu Cai Jing· 2025-09-11 04:00
Market Performance - The three major A-share indices experienced a significant increase in the morning session, with the Shanghai Composite Index rising by 1.12%, the Shenzhen Component Index by 2.63%, and the ChiNext Index by 4.31% [1] - The North Exchange 50 Index increased by 1.49%, while the Sci-Tech Innovation 50 Index surged by 5.34% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1,496.2 billion yuan, an increase of 193.4 billion yuan compared to the previous day [1] - Over 3,300 stocks in the market saw an increase [1] Sector Performance - The CPO, PCB, and semiconductor sectors led the gains in the computing hardware stocks [1] - Conversely, the precious metals, oil and gas, gaming, and sports sectors experienced the largest declines [1] ETF Performance - The AI hardware sector saw a significant surge, with the Guotai Fund Communication ETF, Xinhua Fund Cloud 50 ETF, and Huaxia Fund 5G Communication ETF rising by 8.97%, 8.27%, and 8.1% respectively [5] - The entrepreneurial board AI ETFs from Fuguo, Huabao, and Huaxia increased by 8.07%, 8.06%, and 7.96% respectively [5] - The semiconductor sector also followed suit, with the Huatai Fund Sci-Tech Chip 50 ETF and the Jiashi Fund Sci-Tech Chip ETF rising by 7.75% and 7.44% respectively [5] - The innovative drug sector faced declines, with the Hang Seng Innovative Drug ETF and the Hong Kong Innovative Drug ETF both dropping over 4% [5] - The gaming sector also saw a pullback, with the Gaming Media ETF and the Gaming ETF from Huatai Baichuan declining by 1.95% and 1.62% respectively [5]