有券商表示，从时间角度看，中国正处于类似Space X 2018-2020年的组网前夜。随着G60千帆与GW国网进入密集发射期，卫星制造正从实验室定制向汽车 流水线式生产转型。能提供通用化电源、通信、姿控系统的配套商将率先兑现业绩。 下跌方面，通信、人工智能相关ETF跌超3%。 | 代码 | 名称 | 现价 - 张跌幅 | | --- | --- | --- | | 515880.SH | 通信ETF | 2.939 -3.92% | | 159583.SZ | 通信设备ETF | -3.71% 1.22 | | 159279.SZ 创业板人工智能ETF华安 | | 1.09 -3.63% | | 159363.SZ 创业板人工智能ETF华宝 0.955 -3.63% | | | | 515060.SHI | 房地产ETF基金 | 0.706 -3.55% | | 159381.SZ 创业板人工智能ETF华夏 1.805 -3.53% | | | | 159382.SZ 创业板人工智能ETF南方 | | 2.05 -3.53% | | 1 0 0 1 6 7 - 2 1 1 - 1 - 5 - 1 0 7 - ...

Group 1 - The New Energy Vehicle Battery ETF (159775) experienced a strong surge, reaching a closing price limit with a premium rate of 11.24% as of September 1 [1] - Gold-related stocks saw a collective increase, with multiple gold stock ETFs rising over 8% [1] - CPO and other computing hardware stocks maintained strong performance, with several AI-related ETFs also showing significant gains [1] Group 2 - Hong Kong Stock Exchange announced on September 1 that it will optimize the collateral arrangements for its securities and derivatives clearing house to reduce costs for market participants [1] - The clearing house will adjust the calculation method for cash collateral interest paid to participants and lower the financing costs for non-cash collateral [1] Group 3 - According to the latest calculations from Cinda Securities, as of August 29, the active equity fund positions have once again surpassed 90%, marking the highest level since March 2021 [1] - The average position for ordinary stock funds is approximately 91.94%, an increase of 1.16 percentage points from the previous week [1] - The average position for equity-mixed funds is around 90.39%, rising by 1.53 percentage points [1]