| 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 516510 | 云计算ETF易方达 | 1.828 | -0.069 | -3.64% | | 159739 | 云计算ETF鹏华 | 1.734 | -0.061 | -3.40% | | 159890 | 云计算ETF | 1.850 | -0.066 | -3.44% | | 516630 | 云计算ETF华夏 | 1.775 | -0.061 | -3.32% | | 159527 | 云计算ETF广发 | 2.304 | -0.079 | -3.32% | 受重仓股下跌影响，云计算相关ETF跌超3%。 （文章来源：每日经济新闻） 有分析认为，云计算作为AI时代基础设施，有望受益于AI应用以及AI Agent商业化落地进程加速。随着AI应用使用量持续 提升，云资源消耗量以及云厂商规模效应将持续增强，有望形成"AI模型-云计算"共生增长的产业格局。其中互联网云厂商 在算力、模型、应用三大层面均具备一定竞争优势，预计互联网云市场份额有望企稳回升。 云计算概念股走低，中际旭创、新 ...

【盘前0129】PH解盘追踪#工业有色ETF鹏华159162今日上市#扫平周期洼地扩散到石油ETF鹏华159697和粮食 ETF159698 1、昨晚美股高开低走震荡收盘，中概股也盘中跳水，似乎也没有额外信息，费城半导体大涨，存储继续强势。 美联储议息会议维持利率不变，单鲍威尔并未给予更多指引，贝森特否认干预日元，美元先涨后跌。 黄金暴走一度逼近5600，白银接近120了，原油升至近4个月 【盘前0129】PH解盘追踪#工业有色ETF鹏华159162今日上市#扫平周期洼地扩散到石油ETF鹏华159697和粮食 ETF159698 1、昨晚美股高开低走震荡收盘，中概股也盘中跳水，似乎也没有额外信息，费城半导体大涨，存储继续强势。 美联储议息会议维持利率不变，单鲍威尔并未给予更多指引，贝森特否认干预日元，美元先涨后跌。 黄金暴走一度逼近5600，白银接近120了，原油升至近4个月新高。 不过货不够了就靠其他手段压也可能，就看2月的目标点位是不是可以宽松点。 有色ETF鹏华 和工业有色ETF鹏华 加速，之前逢低做多思路不变，但波动肯定会放大，要有心理准备。 情绪扩散到周期轮动逻辑靠后的商品，扫平涨价链"洼地"，化工 ...

Summary of Conference Call Notes Industry and Company Involved - The discussion primarily revolves around the performance of various Exchange-Traded Funds (ETFs) in the technology and aerospace sectors, particularly focusing on the following: - 科创芯片设计ETF鹏华 (Pioneer Technology Chip Design ETF) - 消费电子ETF鹏华 (Pioneer Consumer Electronics ETF) - 科创半导体ETF鹏华 (Pioneer Technology Semiconductor ETF) - 商业航天 (Commercial Aerospace) - AI applications Core Points and Arguments 1. **Market Sentiment and Performance** - The U.S. stock market was closed, but geopolitical issues, particularly related to Greenland, are affecting market sentiment, leading to declines in European markets. Hong Kong stocks are expected to follow suit, showing weakness recently. The suggestion is to maintain a bottom position in technology ETFs as a potential rebound is anticipated around the Chinese New Year [1][2] 2. **A-Shares vs. H-Shares** - The strategy is to favor A-shares over H-shares due to external pressures on A-shares. The market is experiencing a controlled rhythm with geopolitical disturbances providing opportunities to manage volatility. A-shares showed a slight increase with reduced selling pressure, indicating a potential for upward movement [2][3] 3. **Volume and Market Dynamics** - The market is currently in a phase of reduced volume and volatility, with a trading volume of 2.7 trillion. The earnings forecast window is expected to enhance investment sentiment, with a potential upward target of 4,300 points before the Chinese New Year [2] 4. **Sector-Specific Movements** - Commercial aerospace and AI applications are seeing some recovery, with specific ETFs like the satellite ETF and cloud computing ETF expected to have short-term rebounds. The semiconductor sector is also highlighted, with the 科创半导体ETF showing signs of weakness due to external pressures [3] 5. **Investment Strategies** - Active funds are cautious about jumping into speculative trades. The focus is on sectors with less pressure, such as the 科创100ETF and 科创200ETF, which have been leading this year. The strategy includes monitoring the performance of various ETFs and sectors, including tourism and defense, which are expected to stabilize [3] Other Important but Possibly Overlooked Content - The discussion notes that the market is currently experiencing a phase of reduced speculative trading, with a shift towards more stable assets. The mention of specific ETFs and their performance provides insight into sector rotations and investor sentiment [2][3] - The potential impact of upcoming economic data releases and their limited effect on market dynamics is also noted, indicating a focus on longer-term trends rather than short-term fluctuations [2]

| | JUJUIV | | | | --- | --- | --- | --- | | 科技 制造 | 588920 | 科创芯片ETF指数 | 科创芯片ETF鹏华 | | | 159739 | 大数据ETF | 云计算ETF鹏华 | | | 560690 | 电信ETF基金 | 电信ETF鹏华 | | | 159778 | 工业互联ETF | 工业互联网ETF鹏华 | | 新能源 | 159863 | 光伏ETF基金 | 光伏ETF鹏华 | | | 159885 | 碳中和ETF基金 | 碳中和ETF鹏华 | | 现金流 | 516460 | 现金流ETF800 | 现金流ETF800鹏华 | 2026年1月15日，鹏华基金旗下27只ETF的扩位简称完成集中调整，统一采用"投资标的核心要素+ETF+鹏华"的命名结构。 此次集中更名后，投资者查询相关ETF产品时，仅需输入标的指数或核心主题的关键词，配合管理人简称，即可一键直达。所见即所 得，投资更便捷。 具体来看，本批更名的ETF包括： | | 场内代码 | 更名前 | | | --- | --- | --- | --- | | | 588040 | 科创 ...