8月29日午后，创业板指涨超1.5%。盘面上，锂电池板块延续强势，GPU、服务器、IDC算力租赁、 CPO光模块等概念板块重挫。近期热度较高的科创创业50ETF（159783）一度跌超0.5%，持仓个股涨跌 分化，寒武纪、盛美上海、龙芯中科、中微公司、海光信息、润泽科技等领跌，先导智能、宁德时代、 天孚通信、亿纬锂能等涨幅居前。其中，先导智能触及20CM涨停，宁德时代一度涨超10%，股价重回 300元。 华宝证券表示，当前市场情绪保持高涨，增量资金入场势头未减，"存款搬家"逻辑继续得到印证，赚钱 效应持续扩散。若未有政策调控干预，预计A股仍将延续震荡上行趋势。配置方面宜保持均衡，侧重中 大盘及龙头公司，在经济增速不确定性有所增大的背景下，继续看好科技成长风格。建议关注科技、新 能源、周期（含军工、稀土）、医药及高股息等年内热点板块的轮动与补涨机会。 （文章来源：每日经济新闻） 华泰证券在《当下几类资产的相对性价比如何？》中指出，全球范围看，A股估值仍相对偏低，从股市 市值/GDP（"巴菲特指标"）等角度来看或有不小的提升空间。该机构认为，海外环境对国内资产整体 偏友好，维持A股短期主题活跃、长期价值重估的判断 ...

Group 1 - The A-share market opened lower on April 29, with active sectors including construction decoration, beauty care, and banking, while TMT sectors like computers and electronics continued to adjust [1] - The AI ETF Huaxia (159381) on the ChiNext fell by 0.24%, but its constituent stock Bochuang Technology surged over 17%, indicating a mixed performance within the sector [1] - The global first commercial intelligent computing supernode was recently launched in the Guangdong-Hong Kong-Macao Greater Bay Area, suggesting a potential continuation of the partial recovery trend in the computing industry chain [1] Group 2 - After previous adjustments, the artificial intelligence sector has seen a significant decrease in crowding, with funds actively entering the market, as evidenced by the Huaxia AI ETF attracting a total of 11.4634 million yuan over the last five trading days [2] - The Huaxia AI ETF tracks the ChiNext AI index, with a daily fluctuation range of ±20%, and the median total market capitalization of its constituent stocks is only 15.4 billion yuan, indicating a focus on small and mid-cap stocks [2] - The ETF covers leading companies across various sub-sectors, including IDC computing leasing, optical modules, cloud computing, and domestic software [2]