今日（6月25日）大数据产业方向继续活跃，截至发稿，奥飞数据、科华数据携手涨超5%，润泽科技涨 逾4%，光环新网涨超3%，热门ETF方面，专注数据科技领域的大数据产业ETF（516700）早盘活跃， 场内价格现涨1.02%，冲击日线3连阳！ 中信建投证券认为，国内第三方支付行业供给侧出清与需求侧互暖叠加，行业景气度持续提升，新技 术、新场景与新市场有望加速打开支付行业成长空间。支付（狭义）环节强调场景拓展，收单等支付服 务有望接棒终端设备形成支付企业经营业绩的全新增长点。清算与结算环节强调基础设施建设，人民币 跨境支付系统（CIPS）、货币桥等SWIFT支付体系备选方案有望迎来快速发展期，银行IT需求或将进 一步释放，第三方支付以及银行IT相关企业有望迎来全新发展机遇。 业内人士指出，政策托底+AI赋能+国产替代刚需，共同构建信创产业的"黄金三角"。AI商业化不仅为 信创提供应用场景和市场空间，更通过技术平权降低生态门槛，加速国产化从党政军向全行业渗透。当 前，金融、政务领域的信创订单已进入爆发期，叠加AI推理算力国产化机遇，建议重点关注核心硬件 （服务器/芯片）和场景化软件企业。 【数据安全为王，科技自立自 ...

周五（2025年6月6日），A股缩量整理。高股息资产力挺沪指翘尾收涨，斩获四连阳。科技股走势分化，创业板指跌0.45%止步三连阳。全市场成交1.18万 亿元，上日为1.32万亿元。 震荡之际，高股息、高现金流资产再秀防御力，A股最大银行ETF（512800）成功收涨，国内首只300现金流ETF（562080）场内放量涨0.67%。周期股继续 活跃，有色龙头ETF（159876）、化工ETF（516020）场内分别上涨0.98%、0.68%。 科技方向，数字货币概念领跌，相关热门金融科技ETF（159851）场内跌1.9%。算力产业链攻势不减，"AI双子星"继续闪耀，创业板人工智能ETF华宝 （159363）盘中上探1.24%，携科创人工智能ETF华宝（589520）双双拿下"四连涨"。 | 序号 | 代码 | 美型 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 159876 | 主 有色龙头ETF | 1.133 c | 0.011 | 0.98% | 388.64万 | | 2 | 159363 | ...

科技成长攻势猛烈，今日（2025年6月5日）强势霸榜！AI、信创、金融科技、大数据产业、电子等各细分赛道ETF跻身ETF涨幅榜前列。创业板指续涨 1.17%三连阳，A股放量成交1.32万亿元。 具体来看，算力产业链二连爆，中际旭创、新易盛等多只CPO股价创阶段新高，市场首只的创业板人工智能ETF华宝（159363）场内续涨3.32%。科创人工 智能同样火热，589520场内涨2.57%。 稳定币概念与金融科技板块出现共振发力，宇信科技飙升近15%，恒宝股份、翠微股份涨停，金融科技ETF（159851）盘中冲击3.5%，一举站上半年线， 全天成交6.54亿元，较昨日放量逾五成。 近期超级"黑马"信创继续狂奔，场内热门信创ETF基金（562030）人气爆棚，全天成交2.38亿元，大幅刷新上市首日1.4亿元的最高纪录！换手率超100%， 在全市场7只信创类ETF中高居首位！ 港股方面，科技股涨幅亦靠前，科网龙头领衔，快手大涨5%，阿里巴巴涨3.23%，美团涨2.63%，重仓港股互联网龙头港股互联网ETF（513770）场内涨 2.04%。值得注意的是，此前4日"513770"连续吸金合计1.5亿元。 | 序号 代码 ...

6月首个交易日（2025年6月3日），A股低开高走，大金融、医药医疗"两翼齐飞"，三大指数集体收涨，全市场成交1.16万亿元。 盘面上，银行率领大金融领涨全市场，渝农商行、兴业银行、中信银行等批量新高，A股规模最大银行ETF（512800）场内涨1.73%同样刷新历史新高！场 内顶流券商ETF（512000）、金融科技ETF（159851）均收涨。 "吃药"行情再度活跃，制药与医疗联袂拉涨，中证制药指数"五连涨"，医疗ETF（512170）场内涨1.22%站上半年线！值得关注的是，国内首只跟踪制药指 数的药ETF（认购代码：562053/上市代码：562050）正在发售中。 自主可控方向局部活跃，信创主题热度攀升，信创ETF基金（562030）量价齐升，单日成交额创近1年新高。消息面，近期板块频发重磅事件，如两大算力 龙头海光信息&中科曙光合并、EDA断供、稳定币草案通过等，值得持续跟踪关注。 | 图片来源：Wind | | --- | 6月伊始，A股喜提"开门红"，后市能否延续升势？综合机构分析来看，我国5月PMI制造业整体景气回暖，出口订单反弹，验证基本面韧性，这将为市场提 供底部支撑，因此6月市场调整或 ...

Group 1 - The focus is on the performance of the Xinchuang ETF fund (562030), which has seen a price drop of 1.89% amid market fluctuations, while financial IT and cross-border payment stocks remain active [1] - Notably, stocks like Langchao Software and Jingbeifang have risen over 5%, and Tianyang Technology has increased by more than 3% [1] - The Xinchuang ETF fund has experienced a continuous net inflow of funds for 10 days, totaling 116 million yuan [1] Group 2 - Hong Kong's Legislative Council has passed the Stablecoin Bill, establishing a licensing system for fiat-backed stablecoin issuers, marking a significant step in regulatory oversight of virtual assets [3] - The U.S. government is also advancing stablecoin legislation, with the Senate passing the GENIUS Act, aimed at providing federal regulation for dollar-pegged stablecoins [3] - Stablecoins are seen as a bridge between traditional finance and cryptocurrencies, offering potential for faster and cheaper transactions while reducing price volatility [3] Group 3 - The Xinchuang ETF fund and its linked funds are focused on the software development industry, tracking the Zhongzheng Xinchuang Index, which covers key areas of the Xinchuang industry chain [4] - The investment logic for the Xinchuang industry includes geopolitical factors, macroeconomic support for local procurement, technological advancements by domestic manufacturers, and the timing of procurement standards [4]

Group 1 - The core viewpoint of the news highlights the resurgence of interest in the AI and domestic innovation sectors, driven by Nvidia's strong performance and the upgrade of DeepSeek-R1, particularly focusing on national information security [1] - The Xinchang ETF fund (562030) has seen a significant increase, with a mid-day price surge of over 2%, ranking among the top ten ETF gains in the market [1] - The fund has experienced continuous net inflows for ten consecutive days, totaling over 100 million yuan, likely catalyzed by the merger of Haiguang Information and Zhongke Shuguang [1] Group 2 - The Xinchang sector is viewed as having high investment value due to strong policy support, growing market demand, and technological advancements [3] - Policy support is substantial, with expectations that technological self-reliance will be the main theme of the tech industry by 2025, driving the development of domestic software and hardware [3] - Market demand is robust, with both government and industry sectors driving the need for domestic innovation, leading to a projected market growth rate of 10.84% in 2025 and 26.82% in 2026, reaching a market size of 26,559 billion yuan by 2026 [3][4] Group 3 - The industry is experiencing a recovery in prosperity, supported by the release of secure and reliable results for core products like CPUs, operating systems, and databases, indicating an improvement in the overall strength of Xinchang products [4] - External pressures are pushing for greater self-sufficiency in technology, accelerating the development of the Xinchang industry [4] Group 4 - The Xinchang ETF fund (562030) and its linked funds are designed to passively track the CSI Xinchang Index, which encompasses key segments of the Xinchang industry, including basic hardware, software, and information security [6] - The index is characterized by high growth and elasticity, making it a focal point for investment in the current climate [7] - Four key investment logics are emphasized: geopolitical tensions increasing the need for self-sufficiency, government procurement likely to rebound, breakthroughs in technology by domestic firms, and the timing of procurement standards becoming more refined [7]