Group 1 - The S&P Oil and Gas ETF (159518) and the S&P Oil and Gas ETF (513350) both led the gains with an increase of 2.96% [1] - The Bank ETF Preferred (517900) rose by 1.47% [1] - The Military Industry Leader ETF (512710) experienced the largest decline, falling by 3.0% [1] Group 2 - The Sci-Tech Chip ETF (588200) decreased by 2.79% [1] - The Sci-Tech Semiconductor ETF (588170) dropped by 2.77% [1] - The market trend suggests that buying index ETFs is a strategy for capitalizing on rebounds [1]

（图片来源：视频截图） 距离5月15日美国政府将实施《AI扩散出口管制框架》日期临近，换下经典皮衣、穿上西服的英伟达 CEO黄仁勋（Jensen Huang）不得不打出"中国"这张牌，以避免英伟达AI芯片无法进入中国3600亿的AI 市场。 首先，4月底，黄仁勋旋风来华48小时，安抚中国市场，称美国芯片出口管制已对英伟达业务产生重大 影响，英伟达将继续优化符合监管要求的产品体系，坚定不移地服务中国市场。 其次，英伟达加大美国投入，黄仁勋宣布将在四年内向美国投资5000亿美元实现本土制造芯片。4月30 日百日"投资美国"会议上，黄仁勋还盛赞美国总统特朗普的领导力和经济政策，宣布下一代英伟达芯片 技术将完全在美国制造。 外界的新闻也没有停下来。据多个报道指出，H20遭禁售后，英伟达正加紧开发另一款符合美国出口规 定的对华"特供版"AI芯片，并且已经通知阿里、字节、腾讯等中国厂商，最快将于今年6月量产出货。 但美国议员将提出新的计划和法案，监督英伟达 AI 芯片销售去向。 最后，黄仁勋再度向美国喊话"别禁我"。 他在众议院外交事务委员会听证时表示，如果AI扩散规则15号就生效，且没有经过"重大修改" ，那英 伟达就 ...

随着全球产业链深度重构、产业结构加速调整与新质生产力爆发式增长，城市格局正在发生深刻变革。 如果说GDP体现的是一座城市现有竞争力，那么投资则指向一座城市未来的增长潜力，其本质是对城市发展 预期投下的信任票。为了能够清晰洞察城市发展潜力，前瞻产业研究院即将发布的《2025年探寻投资"新坐 标"——世界500强投资趋势分析（区域篇）》（以下简称《报告》），旨在通过"城市吸金力"——即500强 企业城市投资事件，揭示新兴投资热点区域与高潜力产业领域，从而量化评估城市未来增长动能。 北京、上海、深圳是全国投资首选。领先全国的营商环境、产业配套和基础设施，使得北上深相关项目具有 优越的投资环境，近年稳坐500强企业区域投资占比前三。不过随着深圳与上海差距不断缩小，"第二城之 争"风云再起。 在全球经济不确定性加剧的当下，这份报告的发布不仅是对当下经济格局的一次深度剖析，更是对未来区域 经济走向的重要指引。对地方政府而言，它有助于精准定位其在全球产业分工中的位置，提前布局，抢占发 展先机；对企业而言，它能提供前瞻性市场洞察，助力优化资源配置，实现可持续发展。 01 北上深杭格局已定，马太效应加剧 《报告》显示，城市吸金 ...

| | | | Bloomberg 2021 Innovation Index | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2021 | 2020 | YoY | | Total | R&D | Manufacturing | | High-tech | Tertiary | Researcher | Patent | | Rank | Rank | Change | Economy | Score | Intensity | Value added | Productivity | Density | Efficiency | Concentration | Activity | | | 2 | +1 | S. Korea | 90.49 | 2 | 2 | 36 | ને | 13 | 3 | 1 | | 2 | 3 | +1 | Singapore | 87.76 | 17 | | ୧ | 18 | 1 | 13 | 4 | | 3 | ને | +1 | Sw ...

Core Viewpoint - The A-share market is expected to stabilize at the support levels of 3100 points for the Shanghai Composite Index and 9200 points for the Shenzhen Component Index, leading to a structural market trend favoring domestic demand, domestic substitution, and high-dividend sectors [2][5][6]. Market Overview - The A-share market experienced significant adjustments due to escalating trade tensions with the United States, but showed signs of stabilization in the latter half of the week [3]. - Early in the week, the Shanghai Composite Index fell by 7.34% and the Shenzhen Component Index dropped by 9.66%, with over 5200 stocks declining and nearly 3000 hitting the daily limit down [4]. - Sectors heavily reliant on exports to the U.S., such as the Apple supply chain, automotive parts, and communication equipment, faced the largest declines, while technology stocks showed some recovery later in the week [4]. - The agricultural sector became a market highlight following the release of a policy aimed at advancing agricultural technology and promoting independent innovation in seed industries, leading to active stock performance in related companies [4]. - The high-speed rail sector saw significant gains, and the duty-free segment of consumption benefited from new tax refund measures aimed at attracting foreign tourists [4]. Market Outlook - In the context of overseas market declines and ongoing trade tensions, the health and stability of the A-share market are deemed crucial [5]. - Institutions such as Central Huijin, China Chengtong, and China Guoxin announced plans to increase their holdings in A-shares starting April 7, indicating confidence in the market [5]. - The National Financial Regulatory Administration's announcement to adjust the regulatory ratio of insurance funds to equity assets aims to enhance support for the capital market and the real economy [5]. - A number of A-share companies have also announced stock repurchases, reflecting their confidence in future growth prospects [5]. - The resilience and potential of the Chinese economy are highlighted, with a focus on companies that are becoming globally competitive as key stabilizing forces in the market [5].

21创投不完全统计，3月17日—3月23日，报告日期内国内一级市场发生融资事件31起。其中，有25笔融 资披露了融资金额和币种信息，总规模约合人民币57.91亿元。 | 6435 | 2025年3月17日-3月23日 国内一级市场投融资币种分布 | | | --- | --- | --- | | 币种 | 案例数(起) | 已披露全额 | | 人民币 | 24 | 超57. 19亿元 | | 发元 | | 1000万美元 | | | 往:教植南21创投根据公评级道垫理 | | 01、先进制造、芯片半导体完成多笔融资 本周融资数量最多的行业领域仍是科技与制造。在三大行业领域的诸多赛道中，先进制造赛道完成6笔 融资，披露的融资金额超10.1亿元人民币；芯片半导体赛道完成5笔融资，披露的融资额超3.6亿元人民 币。 | 新格 | 2025年3月17日-3月23日 国内一级市场投融资领域分布 | | | --- | --- | --- | | 领域 | 案例数(起) | 已披露金额(元) | | た道制造 | 6 | 图10. 1亿 | | 老片半导体 | | 183.6亿 | | | 法:截都由21创投标部公开机进 ...