中国银河证券首席经济学家、研究院院长章俊11月26日在中国银河证券2026年度策略报告会上表示， 2026年是"十五五"规划的开局之年，全球百年未遇之大变局加速演进，国内经济底层逻辑从土地财政全 面转向新质生产力，人工智能带来科技飞跃的曙光。 来源：上海证券报·中国证券网 瑞银资产管理中国股票主管施斌表示，"今年，创新板块是拉动市场表现的主要助推力，医药、人工智 能、科技等板块领跑股市收益。我们认为，在基本面持续改善的背景下，创新板块将依旧保持稳健增 长。同时，创新增长与高股息价值将继续双线并行。高股息股票在中国低利率环境下仍具吸引力，部分 龙头股息率超过5%。" 11月25日，摩根士丹利中国首席股票策略师王滢发布最新报告，汇总了当前投资者最关注的几大问题。 她表示，自摩根士丹利发布2026年中国股票策略展望报告以来，市场关于股票中长期可持续性的讨论愈 发激烈，这一讨论不仅聚焦中国市场，也涉及全球范围。 MACD金叉信号形成，这些股涨势不错！ 11月26日，30年期国债期货主力合约收跌0.86%。截至收盘，30年期国债期货（TL2603）报收114.290 元，下跌0.990元，跌幅0.86%；10年期国债期 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 11月26日，ETF午间收盘涨跌不一，通信ETF(515880)涨6.64%，通信设备 ETF(159583)涨6.12%，创业板人工智能ETF大成(159242)涨6.06%，航天航空ETF(159208)跌2.23%，航 空航天ETF(159227)跌2.18%，航空航天ETF天弘(159241)跌2.07%。 ...

跨境ETF跌幅居前，沙特ETF、日本东证指数ETF和法国CAC40ETF分别跌1.17%、0.68%和0.5%。中船 系调整，交运ETF跌0.19%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 格隆汇11月25日｜A股三大指数集体上涨，截至午盘，沪指涨1.13%，深成指涨2.04%，指涨2.60%，北 证50指数涨1.65%，沪深京三市半日成交额11831亿元，较上日放量1506亿元。全市场超4800只个股上 涨。AI硬件方向全线反弹，CPO概念爆发，玻纤、液冷、覆铜板概念同步大涨，AI应用、商业航天概 念持续活跃；水产股大跌，民航、白酒表现低迷。 ETF方面，AI硬件板块暴力反弹，创业板人工智能ETF大成、银华基金5GETF、创业板人工智能ETF华 夏分别涨5.19%、5%和4.97%。科创板小盘股涨幅居前，易方达基金成长ETF、科创200ETF易方达分别 涨4.5%和4.37%。 ...

来源：上海证券报·中国证券网 | 代码 | 名称 | 最新 | 涨幅% 1 | | --- | --- | --- | --- | | 159242 | 创业板人工智能ETF大成 | 1.439 | 5.19 | | 159994 | 5GETF | 1.596 | 5.00 | | 159381 | 创业板人工智能ETF华夏 | 1.604 | 4.97 | | 159246 | 创业板人工智能ETF富国 | 1.607 | 4.90 | | 159279 | 创业板人工智能ETF华安 | 0.973 | 4.85 | | 515050 | 5G通信ETF | 1.948 | 4.84 | | 159388 | 创业板人工智能ETF国泰 | 1.738 | 4.76 | | 什么样 | 名称 | 長新 | 涨幅% ↑ | | 520830 | 沙特ETF | 0.929 | -1.17 | | 159329 | 沙特ETF | 0.939 | -1.16 | | 513800 | 日本东证指数ETF | 1.608 | -0.68 | | 513080 | 法国CAC40ETF | 1.775 | -0.5 ...

A股三大指数集体上涨，截至午盘，沪指涨1.13%，深成指涨2.04%，创业板指涨2.60%，北证50指 数涨1.65%，沪深京三市半日成交额11831亿元，较上日放量1506亿元。全市场超4800只个股上涨。AI 硬件方向全线反弹，CPO概念爆发，玻纤、液冷、覆铜板概念同步大涨，AI应用、商业航天概念持续活 跃；水产股大跌，民航、白酒表现低迷。 ETF方面，AI硬件板块暴力反弹，创业板人工智能ETF大成、银华基金5GETF、创业板人工智能 ETF华夏分别涨5.19%、5%和4.97%。科创板小盘股涨幅居前，易方达基金成长ETF、科创200ETF易方 达分别涨4.5%和4.37%。 跨境ETF跌幅居前，沙特ETF、日本东证指数ETF和法国CAC40ETF分别跌1.17%、0.68%和0.5%。 中船系调整，交运ETF跌0.19%。 （责任编辑：郭健东 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...

Group 1 - The core viewpoint indicates a decline in the AI concept stocks on the ChiNext board, with Tianfu Communication dropping over 8%, Zhongji Xuchuang falling over 4%, and Xinyi Sheng decreasing over 3% [1] - The ChiNext AI-related ETFs experienced a decline of approximately 3% [1] - Specific ETF performance includes: Guotai ETF down 3.21% to 1.716, Nanfang ETF down 3.17% to 1.800, and Dacheng ETF down 3.01% to 1.417 [2] Group 2 - Analysts suggest that the AI application ecosystem is becoming increasingly complete, with rapid penetration of large model technology in vertical fields such as finance, healthcare, and education, exceeding market expectations [2] - With increased policy support and accelerated domestic computing power construction, leading companies in the AI industry chain are expected to continue benefiting [2]

Core Viewpoint - The artificial intelligence (AI) concept stocks have shown strong performance, with notable increases in share prices for several companies, indicating a positive market sentiment towards the AI sector [1]. Group 1: Stock Performance - Zhongji Xuchuang's stock price increased by over 11%, while Xinyi Sheng and Beijing Junzheng rose by over 7%, and Tianfu Communication saw an increase of over 6% [1]. - The AI-related ETFs in the ChiNext market also experienced significant gains, with an overall increase of over 5% [1]. Group 2: ETF Details - The following are the performances of various ChiNext AI-related ETFs: - Guotai AI ETF (159388): Current price 1.805, up 0.095 (5.56%) - Huaxia AI ETF (159381): Current price 1.665, up 0.086 (5.45%) - Dachen AI ETF (159242): Current price 1.490, up 0.077 (5.45%) - Huabao AI ETF (159363): Current price 0.884, up 0.046 (5.49%) - Nanfang AI ETF (159382): Current price 1.893, up 0.096 (5.34%) - Fuguo AI ETF (159246): Current price 1.667, up 0.084 (5.31%) - Hu'an AI ETF (159279): Current price 1.010, up 0.049 (5.10%) [2]. Group 3: Market Insights - Analysts indicate that the AI application ecosystem is becoming increasingly robust, with rapid penetration of large model technologies in vertical sectors such as finance, healthcare, and education, surpassing market expectations for commercialization [2]. - With increased policy support and accelerated domestic computing power development, leading companies across the AI industry chain are expected to continue benefiting [2].

Core Viewpoint - The AI concept stocks in the ChiNext market have shown strong performance, with significant gains in several key companies, indicating a positive trend in the AI sector [1]. Group 1: Stock Performance - New Yi Sheng's stock rose over 12%, Zhong Ji Xu Chuang increased by over 9%, and Tian Fu Communication gained over 5% [1]. - The ChiNext AI-related ETFs experienced an approximate increase of 5% [1]. Group 2: ETF Details - The following ETFs showed notable performance: - Huabao ChiNext AI ETF: Current price 0.850, up 0.045, an increase of 5.59% [2]. - Hu'an ChiNext AI ETF: Current price 0.977, up 0.051, an increase of 5.51% [2]. - Fuguo ChiNext AI ETF: Current price 1.606, up 0.083, an increase of 5.45% [2]. - Huaxia ChiNext AI ETF: Current price 1.604, up 0.081, an increase of 5.32% [2]. - Dacheng ChiNext AI ETF: Current price 1.435, up 0.071, an increase of 5.21% [2]. - Guotai ChiNext AI ETF: Current price 1.740, up 0.087, an increase of 5.26% [2]. - Nanfang ChiNext AI ETF: Current price 1.822, up 0.090, an increase of 5.20% [2]. Group 3: Market Insights - Analysts indicate that the AI application ecosystem is becoming increasingly robust, with rapid penetration of large model technologies in vertical sectors such as finance, healthcare, and education, surpassing market expectations [2]. - With increased policy support and accelerated domestic computing power construction, leading companies in the AI industry chain are expected to continue benefiting [2].

Core Viewpoint - The performance of various ETFs shows a mixed trend, with gaming ETFs experiencing significant gains while AI-focused ETFs face declines [1] Group 1: ETF Performance - The Gaming ETF (159869) increased by 4.57% [1] - The ChiNext New Energy ETF Penghua (159261) rose by 4.34% [1] - The Gaming ETF (516010) also saw a rise of 4.34% [1] - The Sci-Tech AI ETF Huitianfu (589560) decreased by 1.59% [1] - The Sci-Tech AI ETF (588730) fell by 1.58% [1] - The ChiNext AI ETF Dacheng (159242) dropped by 1.56% [1]

Group 1 - The core viewpoint is that the artificial intelligence concept stocks in the ChiNext board have declined, with notable drops in stocks such as New Yisheng and Tianfu Communication, which fell over 6%, and Zhongji Xuchuang, which dropped over 4% [1] - Several ChiNext artificial intelligence-related ETFs have also experienced declines of over 2% due to the impact of heavy-weight stocks [1] Group 2 - Specific performance data of ChiNext artificial intelligence ETFs shows that the ETF from Fuguo is priced at 1.648, down by 0.042 or 2.49%, while the ETF from Guotai is at 1.782, down by 0.040 or 2.20% [2] - Other ETFs such as Huayu, Huaxia, and Dachen also reported declines ranging from 1.94% to 2.13% [2] Group 3 - A brokerage firm indicates that as downstream applications of artificial intelligence continue to materialize, the sector is expected to transition from conceptual and thematic investments to a phase of prosperity investment [2] - The AI industry has successfully moved from the early stage of concept validation to large-scale application, shifting market focus from "can technology be realized" to "can companies be profitable" [2] - Investment decisions are increasingly emphasizing the progress of technology commercialization, corporate profitability, and the overall prosperity of the industry, with upward profit expectations for certain targets in the AI sector presenting good investment value [2]