2025年12月30日，创业板50ETF华夏（159367）上涨0.81%，持仓股卓胜微涨超7%，中际旭创涨超 3%，长芯博创涨超2%。 12月29日，《关于深入实施"东数西算"工程加快构建全国一体化算力网的实施意见》（以下简称 《意见》）发布满两周年。到2025年底，算力电力双向协同机制初步形成，国家枢纽节点新建数据中心 绿电占比超过80%。 中信证券认为，2025年以来，中美科技股均取得亮眼成绩，算力板块涨幅领跑市场，模型和应用侧 亦出现局部爆发机会。展望2026年，国产算力方兴未艾，业绩弹性及投资确定性兼备，有望复刻美股 2023年以来的长牛行情。一方面，半导体设备、AI芯片等在海外管制下发展紧迫性增强，国产替代是 大势所趋；另一方面，国内芯片厂已初步探索出超节点等解决方案，以多卡数量优势补足单卡性能劣 势，实现算力突围。多卡集群的建设对零组件的数量和质量提出更高要求，并为产业链上下游带来更大 的投资机遇，液冷、存储、电源、光模块、PCB、量子计算等细分领域有望迎来更高的业绩弹性。 【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 ...

Group 1 - The core viewpoint of the news highlights that the current capital market presents good investment opportunities, particularly in key sectors such as new productive forces, which are deemed worthy of attention by leading public fund institutions [1] - Major public fund institutions are encouraged to enhance long-term assessment mechanisms to leverage their professional investment advantages, contributing positively to the reform and high-quality development of the capital market [1] - CITIC Securities identifies new productive forces, represented by artificial intelligence and biotechnology, as the main narrative of the market, with a significant focus on the domestic breakthroughs in the AI sector expected by 2025 [1] Group 2 - The ChiNext 50 ETF (159367) has two core advantages: a 20% price fluctuation limit, providing stronger trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, which effectively reduce investment costs [2] - The ChiNext 50 Index selects the top 50 stocks from the ChiNext Index based on market capitalization and liquidity, representing large-cap companies with strong growth potential, covering industries such as batteries, securities, and communication equipment [1]

Group 1 - The core viewpoint of the article highlights the strong performance of the ChiNext 50 ETF, particularly in the technology sector, with significant gains in stocks like Xinyi and Changchuan Technology [1] - Huachuang Securities believes that the ChiNext 50 index has outstanding profit quality, characterized by high gross margins and high free cash flow, and is expected to achieve substantial growth in 2026 due to its low base over the past three years [1] - The index covers high-potential sectors such as innovative pharmaceuticals and renewable energy, indicating a favorable environment for earnings and growth factors amid returning inflation [1] Group 2 - The ChiNext 50 index selects the top 50 stocks from the ChiNext index based on market capitalization and liquidity, representing large-cap companies with strong growth potential [1] - The index is concentrated in industries such as batteries, securities, and communication equipment, reflecting the themes of "three innovations (innovation, creation, creativity) and four new (new technologies, new industries, new business formats, new models)" [1] - The ChiNext 50 ETF has two core advantages: a 20% price fluctuation limit, providing stronger trading flexibility compared to traditional broad-based indices, and low management and custody fees of 0.15% and 0.05%, respectively, which effectively reduce investment costs [1]

创业板50ETF华夏（159367），该产品具备两大核心优势：一是20%涨跌幅限制，相较于传统宽基 指数，交易弹性更强；二是管理费0.15%、托管费0.05%，处于同类产品最低费率档，有效降低投资成 本。 每日经济新闻 （责任编辑：张晓波 ） 【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 2025年12月9日，通信设备板块热度延续，创业板50ETF华夏（159367）上涨1.87%，持仓股润泽科 技涨超6%，中际旭创涨超5%，新易盛涨超4%。 中原证券认为，展望2026年，通信行业将迎来英伟达新一代GPU量产等多重催化事件。光模块正处 于800G需求放量、1.6T加速导入的技术迭代期，光芯片因壁垒高，供需缺口持续扩大。且AI手机将推 动手机智能化新周期，电信运营商6G研发开启会加速算力收入增长。 创业板50指数选取创业板指市值前100只流动性靠前的前50股票，代表了创业板大盘公司，精选市 值较高、流动性 ...

Group 1: Industry Insights - The communication equipment sector experienced a surge in activity, with the ChiNext 50 ETF (159367) rising by 1.54%, and stocks like Tianfu Communication increasing over 13% [1] - Optical communication companies have made breakthroughs in high-speed products and full-chain capabilities, with Zhongji Xuchuang's 800G optical module gaining recognition from domestic and international data center clients [1] - The industry is expected to see multiple catalytic events by 2026, including the mass production of NVIDIA's next-generation GPUs, leading to increased demand for 800G optical modules and accelerated introduction of 1.6T technology [1] Group 2: Company Performance - New Yi Sheng and Cambridge Technology have completed bulk deliveries of their 800G products, while Yongding Co.'s 1.6T CPO has received certification from NVIDIA [1] - Tianfu Communication's 1.6T silicon photonic engine has a leading yield rate, aligning with global cutting-edge demands [1] - The ChiNext 50 Index selects the top 50 stocks from the ChiNext market based on market capitalization and liquidity, representing high-potential growth companies in sectors like batteries, securities, and communication equipment [1] Group 3: ETF Characteristics - The ChiNext 50 ETF (159367) has two core advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, reducing investment costs [2]

Group 1 - The A-share market saw a collective rise in the three major indices on December 5, 2025, with the ChiNext 50 ETF (Hua Xia, 159367) increasing by 2.84% [1] - The holdings of the ChiNext 50 ETF include stocks such as Guiding Compass, which rose over 8%, Changying Precision, which increased over 6%, and Tianfu Communication, which gained over 5% [1] - The ChiNext 50 Index selects the top 50 stocks by market capitalization and liquidity from the top 100 stocks in the ChiNext Index, representing large-cap companies with strong growth potential [1] Group 2 - The ChiNext 50 Index covers industries such as batteries, securities, and communication equipment, reflecting the themes of "three innovations (innovation, creation, creativity) and four new (new technologies, new industries, new business formats, new models)" [1] - The ChiNext 50 ETF (Hua Xia, 159367) has two core advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and a low management fee of 0.15% and custody fee of 0.05%, which effectively reduces investment costs [1]

Group 1 - The A-share market showed mixed performance on December 3, 2025, with the ChiNext 50 ETF (159367) rising by 0.65%, driven by significant gains in stocks like Xinyisheng and Changchuan Technology, which increased over 6%, and Tianfu Communication, which rose over 4% [1] - The importance of economic growth targets is highlighted as 2025 marks the beginning of the "14th Five-Year Plan," with expectations for policies to focus on stabilizing growth and promoting transformation [1] - Multiple factors are supporting the performance of Chinese equities, with a tactical overweight view maintained for A/H shares by Guotai Junan Securities, indicating a favorable outlook for the market as the economic growth target becomes more significant [1] Group 2 - The ChiNext 50 Index selects the top 50 stocks from the ChiNext Index based on market capitalization and liquidity, representing leading companies with strong growth potential across sectors like batteries, securities, and communication equipment [2] - The ChiNext 50 ETF (159367) offers two core advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, which effectively reduce investment costs [2]

Group 1 - The A-share market showed a strong performance on December 1, 2025, with the ChiNext 50 ETF (Hua Xia, 159367) rising by 0.92%, and notable gains in stocks such as Beijing Junzheng (over 5%), Zhongji Xuchuang (over 3%), and Changchuan Technology (over 2%) [1] - According to CME's "Fed Watch," there is an 87.4% probability that the Federal Reserve will cut interest rates by 25 basis points in December, with a 12.6% chance of maintaining the current rate. By January, the cumulative probability of a 25 basis point cut is 67.5%, while the probability of no change is 9.2%, and a 50 basis point cut is at 23.2% [1] - Industrial and technological development will remain a priority for high-quality transformation in China, driven by the backdrop of major power competition. The focus on technology growth is expected to be a key factor in the market's performance, especially with the anticipated Fed rate cuts [1] Group 2 - The ChiNext 50 ETF (Hua Xia, 159367) has two main advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, which effectively reduce investment costs [2]

Group 1 - The A-share market saw a collective rise in the three major indices, with the ChiNext 50 ETF (Hua Xia, 159367) increasing by 2.11%, and stocks like Xinyi Technology rising over 8%, while Sungrow and Xinwanda rose over 4% [1] - The 8th China International Photovoltaic and Energy Storage Industry Conference released the "China New Energy Industry Digital Intelligence White Paper," highlighting the emergence of "3+3" AI solutions that integrate AI technology to empower industry development [1] - CICC predicts that lithium batteries will show a bottom reversal trend by 2025, with a new upward cycle expected to start in 2026, driven primarily by energy storage [1] Group 2 - The ChiNext 50 Index selects the top 50 stocks by market capitalization and liquidity from the top 100 stocks in the ChiNext Index, representing large-cap companies with strong growth potential [1] - The ChiNext 50 ETF (Hua Xia, 159367) has two core advantages: a 20% price fluctuation limit, providing stronger trading flexibility compared to traditional broad-based indices, and low management fees of 0.15% and custody fees of 0.05%, which effectively reduce investment costs [1]

创业板50指数选取创业板指市值前100只流动性靠前的前50股票，代表了创业板大盘公司，精选市值较 高、流动性较好的龙头公司，指数具备较强的成长潜力。指数集中覆盖电池、证券、通信设备等行业， 主要体现为"三创（创新、创造、创意）四新（新技术、新产业、新业态、新模式）"。 创业板50ETF华夏（159367），该产品具备两大核心优势：一是20%涨跌幅限制，相较于传统宽基指 数，交易弹性更强；二是管理费0.15%、托管费0.05%，处于同类产品最低费率档，有效降低投资成 本。 （文章来源：每日经济新闻） 2025年11月26日，A股三大指数集体走强，创业板50ETF华夏（159367）上涨3.30%，持仓股中际旭创 涨超15%，新易盛涨超11%，长盈精密涨超10%。 阿里巴巴发布FY2026Q2业绩，本季度集团实现营业收入2478亿元/+5%，Non-gaap净利润104亿 元/-72%。云业务收入及利润超预期，当前AI云市场需求旺盛。 西部证券认为，长期看好AI云产业链发展，认为大模型正重塑云厂商的技术架构、服务模式等。像 Deepseek多场景部署推进了这一重塑进程，既调整了云厂商算力服务重心，又拓展了下游需求 ...