今日（11.21），A股单边下挫，上证指数午后跌逾2%，上证综合ETF(510980)罕见跌超2%，盘中创今年4月7日以来最大跌幅。成交额超大幅放量，盘中 已超1.35亿元，较昨日环比增长超130%！资金逢跌加速布局，仅4日累计"吸金"超10亿元！ 分板块来看，锂电池产业链全线下挫；算力硬件题材集体回调，存储器、CPO方向领跌；光伏、消费电子、半导体概念股跌幅靠前。AI应用概念逆势拉 升，农业股获防御资金青睐，光刻胶概念股走强。 其二，美国政策重心内移，中美迎来一年宝贵的缓和期，且货币政策整体保持宽松态势，外部环境改善； 其三，资本市场作为新旧动能转换的重要枢纽，在"乘势而上"（支持科技和高质量发展）和"因势利导"（提振信心和财富效应）方面都具有重要意义， 中长期资金入市和股市上涨之间形成正循环，进而带动居民存款搬家。 其四，"银河指南针"显示，在房价逐步触底、汇率稳步升值的情形下，投资中国股票市场有望获得超额回报。 【乘势而上，"智"选上证综合ETF（510980）！】 消息面上，美股周四大幅回落，受两大利空影响。一方面，英伟达亮眼业绩引发的市场普涨情绪迅速消退；另一方面，投资者对美12月再次降息的希望 显 ...

Group 1 - The A-share market experienced a significant decline, with both the Shanghai Composite Index and Shenzhen Component Index dropping over 1% [1] - The trading volume in the Shanghai and Shenzhen markets reached 3.1 trillion yuan, an increase of over 400 billion yuan compared to the previous day [1] - The Shanghai Composite ETF (510980) fell by 1.34%, with a trading volume exceeding 120 million yuan, marking a 32% increase from the previous day [1] Group 2 - The recent issuance of the "Artificial Intelligence +" action plan aims to accelerate six key actions, including advancements in science and technology, industrial development, and global cooperation [3] - The economic development new momentum index for 2024 is projected to be 136, reflecting a 14.2% increase from the previous year, with significant contributions from the network economy and innovation-driven sectors [3] - The demand for AI computing power is expected to remain strong, with rapid growth in cloud-side AI hardware infrastructure and innovations in end-side AI applications [3] Group 3 - Global stock markets have shown synchronized increases following tariff frictions, driven by expectations of interest rate cuts and a recovery in manufacturing [4] - The improvement in profit expectations is anticipated to be the main driver for the market in the next phase, with a focus on manufacturing investment [4] - The recovery of A-share heavyweight stocks is just beginning, indicating potential opportunities in domestic demand-related sectors [4] Group 4 - The Shanghai Composite ETF (510980) closely tracks the Shanghai Composite Index, recognized as a long-standing and highly regarded index in the A-share market [5] - The ETF provides a direct investment opportunity in the market, allowing investors to gain exposure to the overall performance of the index [6]

Group 1 - The Shanghai Composite Index (000001) experienced a slight decline of 0.04% as of August 14, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Youfang Technology (688159) up by 20.01%, Botao Biology (688767) up by 19.99%, and Nanmo Biology (688265) up by 15.72%, while major decliners included Dingyang Technology (688112) down by 11.22%, Guoguang Chain (605188) down by 9.98%, and Haili Co. (600619) down by 9.97% [1] - The Shanghai Composite ETF (510980) showed active trading with a turnover of 12.99% and a transaction volume of 40.58 million yuan, indicating a vibrant market [1] Group 2 - According to CICC's research report, the current market sentiment suggests that the ongoing rally is not yet over, likening it to an "enhanced version of 2013" with small-cap and growth styles prevailing [3] - The report anticipates that the overall market performance this year will be significantly better than in 2013, despite potential increased volatility due to valuation rises and new capital inflows [3] - Huaxi Securities supports the bullish trend, emphasizing that the influx of resident capital will be a key driver for a "slow bull" market, with expectations for A-shares to challenge 2024 highs in the second half of the year [4] Group 3 - The Shanghai Composite ETF (510980) closely tracks the Shanghai Composite Index, which is recognized as one of the oldest and most reputable indices in the A-share market, often referred to as the "barometer of the A-share market" [5] - The ETF is positioned as a direct investment vehicle for the index, allowing investors to gain exposure to the overall market performance [6]