8月28日下午开盘三大股指涨跌不一，截至13：19，上证指数跌0.21%，深证成指涨0.32%，创业板涨1.15%，创业板人工智能ETF华夏(159381)强 势上涨4.02%。该ETF持仓股天孚通信（300394）20%强势涨停，光库科技（300620）、长芯博创（300548）等纷纷跟涨，涨超10%。 AI板块在市场中持续领涨走强，这背后是板块基本面亮眼表现的扎实托底。截至8月27日，创业板人工智能指数已披露中报业绩的25只成份股 中，有11只业绩超预期，其中，新易盛（300502）、锐捷网络（301165）归母净利润增速分别超355%、194%，中际旭创（300308）、天孚通 信、太辰光（300570）等实现收入利润双高增。新易盛、锐捷网络、中际旭创、天孚通信、太辰光均为创业板人工智能ETF华夏(159381)持仓股， 拉动指数大幅上涨。 国务院日前印发重磅文件，深入实施"人工智能+"行动。山西证券特别提到，在"人工智能+"民生福祉领域，《意见》聚焦AI在教育全过程、辅助 诊疗、健康管理、医保服务等场景的应用；"人工智能+"行动意见从顶层定调推动AI应用落地，并首次提出量化目标，同时兼顾模型、算力等环 ...

今日A股市场的主旋律，就是"创新高"。 大盘火热攀升之际，一场群体性"焦虑"却开始蔓延。 一边是空仓、轻仓的投资者如坐针毡，眼睁睁看着指数上涨却未能参与其中； 另一边则是重仓却遭遇滞胀的投资者焦躁不安，手中似乎持仓纹丝不动，与市场的热闹格格不入。 上证指数早盘突破了21年2月的3731点，刷新十年新高；北证50指数创下历史新高；创业板指刷新23年2月以来新高…… 这两种看似对立的焦虑情绪，实则反映了投资者在市场大涨行情中的普遍困境：既怕错过，又怕做错。 而在当下这个关键的市场点位，ETF或许正是化解这两种焦虑的良方。 01 持仓焦虑的追本溯源 ——认知锚定vs市场进化 空仓者的焦虑，往往源于心理学中的"锚定效应"。 如果单纯将3700点直接在历史长河中进行对比，的确容易引发"恐高"心理。毕竟过去十年间，沪指在3700点上方运行的占比极 低。 但这种直观感受，可能忽略了市场结构的变迁。 2015年的3700点，A股上市公司约2800家，总市值约50万亿；而现在，上市公司已经超过5400家，总市值突破100万亿。同样的 点位，背后的市场容量、上市公司质量早已不可同日而语，其承载的意义也发生了本质变化。 （来源：W ...

Core Viewpoint - The article discusses the performance and characteristics of three different AI-focused ETFs: the AI ETF, the ChiNext AI ETF, and the Sci-Tech Innovation AI ETF, highlighting their varying performances and sector exposures throughout the year [1][4]. Group 1: ETF Performance Comparison - The ChiNext AI ETF has shown the best performance this year, with a gain of over 30% [1]. - In the first half of the year, the Sci-Tech Innovation AI ETF outperformed the others, while the ChiNext AI ETF began to surpass the others after June [1][7]. Group 2: Sector Exposure - The Sci-Tech Innovation AI ETF has the highest allocation to semiconductors at 51%, while the ChiNext AI ETF focuses more on IT services and communication equipment, which together account for 56% [4]. - The sector distribution of the CSI AI ETF is more balanced, with semiconductors at 29% and other sectors like software development and IT services ranging from 9% to 18% [4]. Group 3: Concept Exposure - The Sci-Tech Innovation AI ETF has a stronger exposure to chip and consumer electronics concepts, while the ChiNext AI ETF is more focused on computing power, optical modules, and communication [4]. - The CSI AI ETF maintains a more balanced exposure across various concepts [4]. Group 4: Component Stock Analysis - The ChiNext AI ETF and the CSI AI ETF each have 50 constituent stocks, while the Sci-Tech Innovation AI ETF has 30 [6]. - The CSI AI ETF has 13 overlapping stocks with the Sci-Tech Innovation AI ETF and 12 with the ChiNext AI ETF, and it does not include any small-cap stocks with a market cap below 10 billion [6][7]. - The concentration of the top ten stocks is highest in the Sci-Tech Innovation AI ETF at 67%, while the ChiNext AI ETF has a concentration of over 30% among its top three stocks [6][7].

商报讯（记者 苗露）最近的A股市场表现"牛"得让投资者心情愈发振奋。昨日，A股再次走出"节节 高"态势，三大股指盘中集体创今年以来新高。沪指8连阳续创阶段新高，盘中一度逼近3700点，创业板 指大涨近4%。港股亦大幅拉升，恒生指数涨超2%，恒生科技指数涨超3%。截至收盘，沪指涨0.48%报 3683.46点，深证成指涨1.76%报11551.37点，创业板指涨3.62%报2496.5点。全A股市场成交额突破2万 亿元，为2月27日以来首次。 盘面上看，市场整体活跃，券商板块拉升，长城证券（002939）、国盛金控（002670）涨停；创新药概 念活跃，首药控股20%涨停；人形机器人概念热度不减，AI产业链股飙升。 港股方面也出现大批连涨，腾讯音乐盘中大涨近18%，股价突破100港元大关，创历史新高；鸿腾精密 盘中涨超17%，阿里巴巴、哔哩哔哩等涨超6%，美团、腾讯控股涨超4%。 AI产业链股爆发 工业富联强势涨停 创新药概念强势拉升 昨日，创新药概念盘中强势上扬，午后基本高位震荡。据同花顺数据，截至下午收盘，创新药概念板块 整体收涨1.55%，162只成分股上涨。个股层面，首药控股20%涨停，欧林生物涨超17 ...

创业板人工智能ETF（159381）跟踪创业板人工智能指数，日内涨跌幅限制为±20%。指数光模块权重 超41%，前3大成分股囊括中际旭创（15.89%）、新易盛（14.86%）、天孚通信（4.77%）三大光模块 龙头。目前创业板人工智能ETF华夏（159381）年管理费率为0.15%，托管费率为0.05%，场内综合费率 在可比基金中最低。 人工智能AIETF（515070）跟踪中证人工智能主题指数，从主板、创业板、科创板中精选人工智能产业 链个股，全产业链布局人工智能赛道。 8月6日，A股主要指数低开后顽强翻红，人工智能产业链小幅震荡，截至10：34，创业板人工智能ETF 华夏（159381）涨0.09%，持仓股东方国信、恒信东方、创意信息、拓尔思等领涨。 受益于CPO等算力板块高景气，自2025年3月24日上市以来，截至8月5日，创业板人工智能ETF华夏 （159381）区间涨幅超20%。 华西证券分析认为，AI在海外算力链持续业绩高增与指引抬高的背景下保持高位，中短期存在筹码切 换的波动压力，短期推荐受益于禁令管制有望放开的设备厂商及第三方算力租赁厂家，长期看，在推理 算力及模型迭代升级驱动下，算力全产业 ...

Group 1 - The A-share market opened strongly with significant volume, particularly in the technology sector, including 5G communication, smart vehicles, innovative pharmaceuticals, and consumer electronics [1] - The AI ETF (515070) saw a rise of over 1% after opening, with a trading volume exceeding 20 million, and notable stocks like 4D Vision, New Yisheng, and Qianfang Technology all experiencing gains [1] - The release of the DeepSeek-R1 model's minor version upgrade has heightened market expectations for the upcoming R2 model, which is rumored to have a parameter scale of 1.2 trillion, nearly double that of the previous R1 model [1] Group 2 - Guohai Securities notes that as large model capabilities continue to improve, AI Agents are evolving from mere tools to "virtual employees" within enterprises, indicating a fundamental shift in the role of AI [2] - For instance, Salesforce's AI customer service product has achieved a conversation cost of only $2, significantly lower than the $7-9 cost of human customer service, thereby reducing operational costs for businesses [2] - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector, with top-weighted stocks including Cambricon, Hikvision, and iFlytek [2]