(原标题：荣旗科技新设子公司，含AI软件开发业务) 市盈率： 20.71倍 资金流向: 最新份额为108.8亿份,减 少了1.0亿份,净申 赎-5890.6万元。 估值分位:21.11% 游戏ETF (产品代码：159869) 企查查APP显示，近日，荣旗工业科技（北京）有限公司成立，经营范围包含：人工智能区用软件开发；人工智能行业应用系统集成服务；信息 系统集成服务；工业机器人销售等。企查查股权穿透显示，该公司由荣旗科技（301360）全资持股。 相关ETF 食品饮料ETF (产品代码: 515170) ★ 跟踪：中证细分食品饮料产业主题指数 近五日涨跌: -2.22% ★ 跟踪：上证科创板50成份指数 近五日涨跌: -4.36% 市盈率:145.83倍 资金流向: 最新份额为532.6亿份, 增 加了17.6亿份，净申赎24.0 亿元。 ★ 跟踪：中证动漫游戏指数 近五日涨跌: -2.82% 市盈率：34.34倍 资金流向: 最新份额为81.1亿份,减少 了8000.0万份,净申赎-1.0 亿元。 估值分位: 47.96% 科创50ETF (产品代码: 588000) 估值分位: 94.44% 云计算50 ...

11月24日，A股市场午后反弹，AI产业链异动拉升，云计算、AIGC、Kimi等概念表现活跃。截止13点 50分，云计算50ETF（516630）涨超2%，持仓股易点天下、数据港、石基信息、汉得信息等表现居 前；创业板人工智能ETF华夏（159381）涨超1.3%。 近日，工业部印发《云计算综合标准化体系建设指南（2025版）》，提出到2027年，新制定云计算国家 标准和行业标准30项以上，开展标准宣贯和实施推广的企业超过1000家，以标准赋能企业数字化转型升 级的成效更加凸显。加快云计算领域国际标准供给，促进产业全球化发展。 云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块&光器 件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF（516630）为跟踪该指数合 计费率最低的ETF。场外联接（A类：019868；C类：019869）。 创业板人工智能ETF华夏（159381），跟踪创业板人工智能指数（970070.CNI），精准布局创业板人工 智能主业公司。光模块CPO权重占比超54%，同时覆盖国产软件+AI应用企业，具备较高弹性。其 ...

华为相关概念走强，东方国信涨超13%，拓维信息、软通动力、常山北明等跟涨。消息面上，据相关报 道，华为将在11月21日发布AI领域的突破性技术，是通过软件创新实现英伟达、昇腾及其他三方算力 的统一资源管理与利用，屏蔽算力硬件差异，为AI训练推理提供更高效的资源支撑。 11月17日午后，A股三大指数悉数下跌，计算机、国防军工等行业领涨，医药生物、银行等行业领跌。 概念板块方面，锂矿、两岸融合、盐湖提锂、华为鸿蒙、AI算力、华为鲲鹏等持续活跃。主流ETF方 面，云计算50ETF（516630）午后一度涨超1.5%，持仓股中，东方国信、易点天下、拓维信息、数据 港、神州信息、博思软件、汉得信息等涨幅居前。 财通证券指出，长期配置方向上，继续积极应对，结构上重视筹码与盈利预期的变化，围绕景气预期向 好的性价比方向配置。筹码拥挤且预期分歧加大的成长方向，等待景气进一步验证。中期高景气+牛市 弹性仍持续看好，节奏等待产业逻辑与业绩共识再度凝聚：首先布局景气拐点的难证伪品种（存储、国 产算力、AI端侧、北美液冷&电源，创新药等），然后等待自上而下资金重新树立对连续2~3年高景气 细分的信心（光、PCB等）。 （文章来源：每 ...

Group 1 - A-shares indices declined on October 30, with the ChiNext index dropping over 1%, led by sectors such as telecommunications, media, and electronics [1] - New Yi Sheng reported a Q3 2025 revenue of 16.505 billion yuan, a year-on-year increase of 221.70%, and a net profit of 6.327 billion yuan, up 284.38% year-on-year [1] - The Q3 revenue showed a quarter-on-quarter decline of 4.97%, while net profit increased by 0.63% quarter-on-quarter, attributed to the impact of major customer delivery schedules and material shortages [1] Group 2 - Dongxing Securities noted that the "14th Five-Year Plan" draft suggests a shift in national investment towards efficient development of communication and computing networks, indicating continued expansion in related markets [2] - The cloud computing 50 ETF tracks an index with a high AI computing content, covering popular concepts such as optical modules, computing leasing, and data centers [2]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.06% to 4018.86 points, reaching a new high in over 10 years [1] - The Shenzhen Component Index fell by 0.02%, and the ChiNext Index decreased by 0.23% [1] - The North Star 50 Index increased by over 2% [1] Trading Volume - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.5591 trillion yuan, an increase of 125 billion yuan compared to the previous day [1] - Over 3200 stocks in the market experienced declines [1] Sector Performance - Leading sectors included batteries, steel, and quantum technology [1] - The precious metals and coal mining sectors saw the largest declines [1] - CPO concept stocks generally retreated, with New Yi Sheng dropping over 6% due to Q3 performance falling short of expectations [1] ETF Insights - Food and Beverage ETF (Product Code: 515170) saw a decline of 1.55% over the past five days, with a PE ratio of 19.99 and a net outflow of 31.81 million yuan [3] - Gaming ETF (Product Code: 159869) decreased by 1.44% in the last five days, with a PE ratio of 41.74 and a net inflow of 110 million yuan [4] - Sci-Tech 50 ETF (Product Code: 588000) increased by 6.02% recently, with a high PE ratio of 168.62 and a net outflow of 63.32 million yuan [4] - Cloud Computing 50 ETF (Product Code: 516630) rose by 7.03%, with a PE ratio of 128.98 and a minimal net inflow of 47,500 yuan [4]

Group 1 - The Hong Kong stock market opened higher on October 30, with the Hang Seng Index rising by 0.76% to 26,545.92 points, and the Hang Seng Tech Index increasing by 0.53% [1] - The technology sector showed mixed performance, with major stocks like Tencent, Horizon Robotics, Midea Group, and Alibaba leading gains, while Tencent Music, Trip.com, Sunny Optical Technology, and Xiaomi faced declines [1] - Guotai Junan Futures highlighted that "technology" is the main investment theme during the 14th Five-Year Plan period, suggesting a focus on technology assets such as the AI industry chain and innovative pharmaceuticals for better risk-reward ratios in Hong Kong stocks [1] Group 2 - The medium-term strategy for Chinese stocks involves a "barbell strategy," with A-shares focusing on offensive sectors like technology (AI industry chain and innovative pharmaceuticals) and emerging industries such as new energy and aerospace, while Hong Kong stocks are positioned defensively [2] - The "barbell strategy" includes cross-border selections, emphasizing A-share self-innovation technology themes and industry leaders in the "anti-involution" sector for offensive strategies, alongside value technology and dividends in Hong Kong stocks for defensive positioning [2] Group 3 - Relevant ETFs include the Hang Seng Tech Index ETF (513180) for Hong Kong technology direction, supporting T+0 trading, and the Cloud Computing 50 ETF (516630) for A-share technology direction, covering popular computing concepts [3]

Group 1 - A-shares indices rose, with the Shanghai Composite Index surpassing 4000 points, led by sectors such as electric equipment, non-ferrous metals, and coal, while banking and food & beverage sectors lagged [1] - Concept sectors like photovoltaic inverters, rare metals, and new energy vehicles remained active in the afternoon trading session [1] - Nvidia's CEO announced significant technological breakthroughs in 6G, AI, quantum computing, and robotics, with plans to ship 20 million graphics processors and a projected business scale of $500 billion over the next six quarters [1] Group 2 - Tianfeng Securities highlighted the resilience of the overseas computing power industry chain, unaffected by DeepSeek and trade frictions, and remains optimistic about investment opportunities in the AI sector and AIDC industry chain [2] - The Cloud Computing 50 ETF (516630) tracks an index with a high AI computing power content, covering popular concepts such as data centers and AI servers, and is noted for its low fee structure [2]

（文章来源：每日经济新闻） 10月28日，A股三大指数冲高回落，其中上证指数盘中一度站上4000点，为2015年8月19日以来新高， 创业板指一度涨超1%。概念板块方面，两岸融合、锂电电解液、覆铜板、电路板等概念持续活跃。主 流ETF方面，近期热度较高的云计算50ETF（516630）午后仍涨近1%，持仓股中，税友股份、金山办 公、云赛智联、国投智能等领涨，其中税友股份触及10CM涨停。 华安证券认为，10月末FOMC大概率降息25BP，中美元首有望APEC会晤并推动经贸谈判，重磅会议在 明确"十五五"规划方向同时强调坚决完成全年目标，内外因素边际向好，预计短期市场有望延续向上。 配置上，随着良性调整期尾声或结束，市场主线将再次回归并不断清晰。科技仍是核心，包括AI产业 趋势的算力（CPO/PCB/液冷/光纤）、应用（机器人/游戏/软件）等，此外景气或业绩硬支撑领域也需 重视，包括电力设备（风电/储能/电池/电源设备）、有色金属（稀土永磁/贵金属）、机械设备（工程 机械）。 ...

Group 1 - The A-share market showed mixed performance on October 28, with the Shanghai Composite Index briefly surpassing 4000 points, marking the highest level since August 19, 2015 [1] - Key sectors such as lithium battery electrolyte, copper-clad laminates, optical modules, circuit boards, and optical chips remained active [1] - The cloud computing 50 ETF (516630) saw a narrowing of gains in the afternoon, with leading stocks including Taxfriend, Kingsoft Office, Yunsai Zhili, and UFIDA, among which Taxfriend hit the 10% daily limit [1] Group 2 - On October 23, Anthropic announced a partnership with Google to deploy 1 million Google TPU chips for training its AI model Claude, with the expansion plan valued at several billion dollars, aiming for a computational capacity of 1GW by 2026 [1] - Google plans to enhance the efficiency and capacity of TPU chips, using the mature AI accelerator product line (TPUv7 Ironwood) as a foundation [1] - Open Source Securities believes this collaboration will improve the performance of the Claude model and strengthen the partnership between Anthropic and Google, highlighting the cost-effectiveness and versatility of TPU chips [1] Group 3 - The cloud computing 50 ETF (516630) tracks the cloud computing index (930851), which has a high AI computing power content, covering popular concepts such as optical modules & devices, computing power leasing, data centers, AI servers, and liquid cooling [2] - The cloud computing 50 ETF (516630) has the lowest total expense ratio among ETFs tracking this index [2]

Group 1 - A-share technology stocks experienced a significant surge on October 24, with major technology indices such as Growth, Sci-Tech Innovation 50, and others showing substantial gains, particularly in sectors like memory, circuit boards, and optical modules [1] - The Cloud Computing 50 ETF (516630) rose over 3.5% in the afternoon, with leading stocks including Zhongji Xuchuang, Xinyisheng, and others, with Zhongji Xuchuang increasing by over 11% [1] - Huashan Securities predicts that the current phase of adjustment is nearing its end, suggesting that the growth sector remains the optimal focus for investment, with a favorable timing for positioning [1] Group 2 - The Cloud Computing 50 ETF (516630) tracks the cloud computing index (930851), which has a high AI computing content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [2] - The ETF has the lowest total fee rate for tracking this index, making it an attractive option for investors [2]