26日早盘，大盘八连阳冲击4000点之际，金融科技明显异动拉升。其中，古鳌科技领涨超7%，赢时 胜、格尔软件、大智慧等涨超4%，指南针、神州信息、同花顺等多股涨超2%。热门ETF方面，同类规 模最大、流动性最佳的金融科技ETF（159851）场内快速上扬逾1%，冲击三连阳，资金实时净申购 2000万份。 | | | 分时 多日 1分 5分 15分 30分 · | | | | | F9 盘前盘后 露加 九种 图表 工具 @ (2) > | | 金融科技ETF | | 159851 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 159851[企融科技ETF] 09:57 价 0.840 函数 0.010(1.20%) 均价 0.833 服交量 5.90 .. | | | | | | | | 0.841 | | | | | | | | | 0.840 | | +0.010 +1.20% | | | | | | | | | | | SZSE CNY 9:57:09 交易中 | | 通政7年 ...

每日经济新闻 创业板早盘整体走强，超八成创业板个股飘红。盘面上，消费电子、存储芯片、半导体表现强势，互联网券商、机器人、软件板块小幅上行。截至午间收 盘，创业板中盘200指数上涨1.4%，创业板指数、创业板成长指数均上涨0.1%，创业板ETF（159915）等产品获资金净申购。 ...

周二（12月23日），金融科技震荡磨底，中证金融科技主题指数下跌1.6%。成份股大面积走低，仅君 逸数码、星环科技、格尔软件等三股飘红。下跌方面，翠微股份、古鳌科技、恒宝股份领跌超5%，拉 卡拉、楚天龙、四方精创、科蓝软件、东信和平等多股跟跌超3%。 热门ETF方面，同类规模最大、流动性最佳的金融科技ETF（159851）场内收跌1.59%，小幅缩量成交 4.43亿元。从技术面上看，金融科技ETF（159851）当前围绕年线横盘震荡，股价多次下探年线后反 弹，表明年线附近存在较强支撑，持仓筹码逐步沉淀，或为后续行情蓄力。 值得一提的是，行情横盘震荡之际，资金大举涌入。数据显示，前一日资金大买超2亿元后，金融科技 ETF（159851）今日再获资金净申购1.59亿份！此外，杠杆资金近期也频繁加仓，12月22日金融科技 ETF（159851）获融资净买入2400万元，最新融资余额回升至4亿元上方，逼近前高！ 周二（12月23日），金融科技震荡磨底，中证金融科技主题指数下跌1.6%。成份股大面积走低，仅君 逸数码、星环科技、格尔软件等三股飘红。下跌方面，翠微股份、古鳌科技、恒宝股份领跌超5%，拉 卡拉、楚天龙、四方 ...

同时,集团通过人工智能、云平台及大数据等数字科技为商业伙伴在其用户获取、用户筛选、用户运营 管理、风险管理、数据建模等需求场景提供科技赋能服务。 本文源自：市场资讯 作者：行情君 据交易所数据显示，12月16日，玖富(JFU)盘中上涨2.38%，截至22:36，报6.45美元/股，成交2552.0美 元，总市值7593.80万美元。 财务数据显示，截至2024年12月31日，玖富收入总额3.1亿人民币，同比减少24.85%；归母净利润 4998.4万人民币，同比增长135.65%。 资料显示，玖富有限公司('玖富集团')是一家互联网券商服务平台和科技公司。集团旗下拥有数十家独 立全资或控股子公司,控股或参股了银行、消费金融、基金销售、保险经纪、融资担保等多个具有牌照 资质的机构,同时,集团通过旗下子公司持有香港证监会颁发的第1、4、5、9类证券牌照,具备提供证券交 易、证券投资咨询、期货投资咨询、资产管理服务的资质,能够为投资者提供便捷高效的全球资产配置 服务。 ...

Group 1 - The A-share market's margin trading remains highly active, with the margin balance maintaining around 2.5 trillion yuan, reaching a historical high of 25,143 billion yuan on December 10 [3][4] - Since the beginning of December, the overall margin balance in the A-share market has seen a slight increase, with most industries receiving favorable financing [3] - Hardware equipment sector leads with a net financing inflow exceeding 10 billion yuan, followed by non-ferrous metals with over 600 million yuan, while several other sectors also reported significant net inflows [3] Group 2 - Nearly 200 stocks in the A-share market had a net financing inflow exceeding 100 million yuan from December 1 to December 12, with 18 stocks surpassing 500 million yuan [5] - Leading stocks include Xinyi Technology with a net inflow of nearly 3 billion yuan, followed by Shenghong Technology with 1.9 billion yuan, and several other tech stocks also showing strong inflows [5] - However, some tech stocks experienced higher financing repayments than inflows, indicating a divergence in investor sentiment within the tech sector [6] Group 3 - As of December 12, 17 stocks had a margin balance exceeding 10 billion yuan, with Dongfang Caifu leading at 27.4 billion yuan, followed by China Ping An at 24.9 billion yuan, and CATL at 21.8 billion yuan [6] - Several leading tech stocks also had significant margin balances, including Xinyi Technology and Zhongji Xuchuang, indicating strong investor interest in these companies [6]

周五（12月5日），金融科技午后直线拉升，互联网券商、金融IT双双走高，中证金融科技主题指数收 涨超3%。其中，赢时胜20CM涨停，星环科技大涨超17%，古鳌科技、安硕信息、银之杰、指南针、顶 点软件、大智慧、财富趋势、艾融软件等多股涨超5%，东方财富阶段新低后反弹超4%。 热门ETF方面，同类规模最大的金融科技ETF（159851）超跌反弹，场内涨幅一度摸高4.71%，收盘仍 大涨3.56%，连收3根重要均线！全天爆量成交超10亿元，资金顺势抢筹2.63亿份，此前资金已连续四日 潜伏加码，累计金额超2亿元！ 责任编辑：杨红卜 单周复盘看，金融科技板块自8月高点连续回调以来，周线已两连阳，筑底回暖迹象明显。后市分析 看，金融科技板块兼具"金融"+"科技"双重属性，在非银金融补涨预期、AI全域赋能金融软件等多重催 化下，金融科技作为行情急先锋，有望成为冲刺年末行情的领头羊。 金融端来看，政策支持促进金融行业高质量发展，预计长端利率低位震荡，权益市场延续风险偏好提升 驱动下的牛市行情。浙商证券指出，非银板块2025年整体滞涨，随着权益市场长期"慢牛"行情的持续演 绎，非银板块的贝塔属性有望凸显，在今年滞胀的背景下 ...

周五（12月5日），金融科技午后直线拉升，互联网券商、金融IT双双走高，中证金融科技主题指数收 涨超3%。其中，赢时胜20CM涨停，星环科技大涨超17%，古鳌科技、安硕信息、银之杰、指南针、顶 点软件、大智慧、财富趋势、艾融软件等多股涨超5%，东方财富阶段新低后反弹超4%。 热门ETF方面，同类规模最大的金融科技ETF（159851）超跌反弹，场内涨幅一度摸高4.71%，收盘仍 大涨3.56%，连收3根重要均线！全天爆量成交超10亿元，资金顺势抢筹2.63亿份，此前资金已连续四日 潜伏加码，累计金额超2亿元！ 单周复盘看，金融科技板块自8月高点连续回调以来，周线已两连阳，筑底回暖迹象明显。后市分析 看，金融科技板块兼具"金融"+"科技"双重属性，在非银金融补涨预期、AI全域赋能金融软件等多重催 化下，金融科技作为行情急先锋，有望成为冲刺年末行情的领头羊。 金融端来看，政策支持促进金融行业高质量发展，预计长端利率低位震荡，权益市场延续风险偏好提升 驱动下的牛市行情。浙商证券指出，非银板块2025年整体滞涨，随着权益市场长期"慢牛"行情的持续演 绎，非银板块的贝塔属性有望凸显，在今年滞胀的背景下，2026年有望迎 ...

Group 1 - The financial technology sector experienced a significant rally, with internet brokerages and financial IT companies seeing substantial gains, including a 20% limit up for Winshang and over 10% increases for several other stocks [1] - The largest financial technology ETF (159851) saw a sharp rebound of over 3.8%, with trading volume exceeding 370 million yuan, indicating strong market interest [1] - Policy support is expected to promote high-quality development in the financial industry, with long-term interest rates anticipated to remain stable, contributing to a bullish market driven by increased risk appetite [1] Group 2 - The financial technology ETF (159851) and its linked fund (013477) focus on a broad range of themes including internet brokerages, financial IT, cross-border payments, AI applications, and Huawei's HarmonyOS, making it a comprehensive investment vehicle [2] - As of December 2, the financial technology ETF (159851) had a scale exceeding 9 billion yuan, with an average daily trading volume of 800 million yuan over the past six months, leading in both scale and liquidity among eight ETFs tracking the same index [2]

Core Viewpoint - The financial technology sector experienced a significant surge, with the China Securities Financial Technology Theme Index rising over 1%, driven by gains in internet brokerages and financial IT companies [1][5]. Group 1: Market Performance - The financial technology ETF (159851), the largest in its category, saw a rebound of over 2% with trading volume exceeding 200 million yuan [1][5]. - Notable stock performances included Ying Shisheng, which surged over 15%, and several other stocks like Yinzhijie, Zhinan Zhen, and Dingdian Software, which rose over 3% [1][5]. Group 2: Sector Analysis - The financial sector is expected to benefit from policy support aimed at promoting high-quality development, with long-term interest rates anticipated to remain stable [6]. - Non-bank sectors are projected to experience stagnation until 2025, but a potential rebound is expected in 2026 as the equity market continues its "slow bull" trend [6]. Group 3: Technology Insights - The AI-driven transformation is expected to enhance the performance of financial software and related computer sectors, with companies benefiting from improved computing power and model capabilities [7]. - The computer sector is anticipated to exhibit significant valuation elasticity, with a strong correlation between fundamentals and liquidity [7]. Group 4: ETF Insights - As of December 2, the financial technology ETF (159851) had a total size exceeding 9 billion yuan, with an average daily trading volume of 800 million yuan over the past six months, leading among eight ETFs tracking the same index [7].

Investment Rating - The report maintains a positive outlook on the AI technology sector, emphasizing strong performance from leading tech companies like Google, META, Microsoft, Alibaba, and Tencent [3] Core Insights - The report highlights a gradual return to stability in the market, with reduced concerns over the Federal Reserve's interest rate cuts in December, leading to improved liquidity and risk appetite [3] - The AI industry is expected to continue its growth trajectory, with a focus on operational cash flow from leading tech firms and the application of AI in various sectors [3] - The cryptocurrency market faces short-term pressures but remains optimistic in the medium to long term, particularly regarding blockchain and decentralized payment technologies [3] - The Macau tourism sector is seen as a valuable investment opportunity, benefiting from a favorable supply-demand dynamic and expected growth during holiday periods [3] - The report expresses a bullish stance on trading platforms, viewing any short-term pullbacks as opportunities to increase positions [3] Summary by Sections 1.1 Consumer & Internet - **Education**: The education index rose by 1.41%, outperforming several major indices. The number of college graduates is projected to increase by 480,000 to 12.7 million by 2026 [11][18] - **Luxury Goods & Gambling**: The luxury goods index increased by 3.90%, with notable gains from Sands China and MGM China. Macau's tourism is recovering well [20][28] - **Coffee & Tea**: The coffee sector remains robust, while the tea sector faces challenges due to reduced subsidies from delivery platforms [5][29] - **E-commerce**: The e-commerce sector is under pressure, affected by the consumption environment and tax impacts on advertising [5][33] 1.2 Platforms & Technology - **Streaming Platforms**: The media index rose by 4.54%, with key players like Netflix and Tencent Music showing positive performance [43] - **Virtual Assets & Internet Brokers**: The global cryptocurrency market capitalization reached $319.68 billion, with Bitcoin and Ethereum prices increasing by 6.9% and 9.7%, respectively [49][52] - **Automotive Services**: Japan plans to achieve a fleet of 10,000 autonomous vehicles by 2030, indicating a significant push in the automotive sector [61] 1.3 Media - The report notes a record high of 184 game approvals in November, with the domestic gaming market expected to generate revenues of 31.36 billion yuan by October 2025, reflecting a year-on-year growth of 7.83% [5][12]