全市场超2500只个股下跌。板块题材上，半导体、电池、贵金属、算力硬件、光伏设备板块跌幅居前；璞泰来、天赐材料、国轩高科等股盘中跌停，先导智 能、利元亨、亿纬锂能大跌超10%。半导体板块同样大幅走低，华虹公司、东芯股份、佰维存储领跌。 ETF方面，锂电池板块大幅杀跌，锂电池ETF、电池ETF嘉实、电池50ETF均跌逾7%。半导体板块全线回调，集成电路ETF、科创芯片ETF分别跌7.05%和 6.69%。 资金流方面，全市场资金主体都是净流出，机构、主力、大户和散户分别净流出308亿元、294亿、247亿和88亿元。 A股今日集体下跌，截至收盘，上证指数跌0.94%，报3897点，失守3900点 ，深证成指跌2.7%，创业板指跌4.55%，跌幅创年内次高，科创50跌5.61%。沪深 京三市全天成交额25341亿元，较上日缩量1377亿元。 在净赎回方面，A500ETF南方、富国旅游ETF、国泰半导体设备ETF和A500ETF易方达分别净赎回4.26亿份、1.52亿份、1.16亿份、0.72亿份。 由于在深交所上市的ETF盘中可查阅实时申购、赎回数据，wind数据显示，今日预估合计111.79亿元资金借道深市ET ...

32岁的启明，在2019年美联储降息后做了一个看似普通的决定：每月定投半导体ETF。 三年后，他的账户收益率达到217%。 "我不懂短线操作，但相信国运，选择在低利率时代拥抱核心资产。 "这样的故事并非孤例。 2025年9月18日，美联储宣布降息25个基点，将联邦基金利率目 标区间下调至4.00?.25%，这是自2020年3月疫情初期以来的首次降息。 全球市场应声而动，美股短线拉升，黄金站上2400美元关口，而更深远的影响正在悄然酝酿历史数据显示，每一次美联储降息周期都伴随全球财富的重新分 配。 美联储此次降息并非突发行动。 点阵图显示，19名美联储官员中，9人预计年内再降息两次，各25个基点。 降息的理由直指经济基本面：美国劳动力市场疲 软，8月失业率升至4.3%，新增非农就业岗位大幅放缓。 美联储主席鲍威尔在发布会上坦言，此次降息是"风险管理式"操作，重心落在就业市场而非通胀。 这种预防式降息与2019年的周期高度相似。 历史经验表明，预防式降息后12个月内，标普500指数平均涨幅达15.3%，恒生指数涨幅甚至突破35%。 科创板与新能源板块估值处于历史低位，而中国在半导体领域的产业突破正在加速：2025 ...

（原标题：A股放量上涨！中韩半导体ETF涨超7%，芯片50ETF、半导体ETF、科创半导体ETF、科创 芯片ETF基金涨超3%） 十月首个交易日，A股三大指数今日高开高走，沪指时隔十年站上3900点；截至收盘，沪指涨1.32%报 3933.97点，深证成指涨1.47%，创业板指涨0.73%，科创50指数涨2.93%。全市场成交额2.67万亿元，较 前一交易日增量4746亿元，超3100股上涨，近百股涨停。 ETF方面，中韩半导体ETF涨超7%；芯片50ETF、芯片ETF基金、芯片ETF龙头、科创半导体ETF鹏华、 科创芯片ETF、半导体ETF、科创芯片ETF南方、科创芯片ETF博时、科创芯片ETF富国、科创芯片ETF 基金、芯片龙头ETF涨超3%。 中韩半导体ETF跟踪的是中证韩交所中韩半导体指数，全市场首只采用跨境合编指数模式的半导体主题 基金，该指数由中证半导体15指数和KRX半导体15指数按等权重合并组成，最大特点是同时覆盖两国 各15只半导体龙头股。 中国和韩国的半导体产业具有很强的互补性。韩国在存储芯片、逻辑芯片等领域全球领先，拥有全球 HBM巨头三星电子、SK海力士；中国则在芯片设计、封装测试等环 ...

Group 1 - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top 10 stocks by purchase frequency as of September 30 include Huabang Health, Sairis, and Jina Technology, with the semiconductor ETF being the most favored [2] - The top 10 stocks by purchase amount include Sairis, Sanhua Intelligent Control, and Jiaze New Energy, indicating strong interest in these companies [3] - The data for the top purchased stocks and ETFs is based on the frequency and amount of purchases made by all participating contestants [4] Group 3 - The competition includes categories for stock simulation, on-site ETF simulation, and public fund simulation, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [5] - All data presented is based on simulated trading and does not reflect actual trading situations, serving only as a reference [5]

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, while also facilitating communication between outstanding advisors and the public [1] Group 2 - The top ten ETFs by buy frequency as of September 30 include the Hong Kong Securities ETF, Gaming ETF, and Hong Kong Technology 50 ETF, among others [2] - The top ten ETFs by buy amount include the Hong Kong Securities ETF, Hong Kong Technology 50 ETF, and Hong Kong Innovative Drug ETF, indicating strong investor interest in these sectors [3] Group 3 - The data for the top buy stocks/ETFs is compiled from the most frequently purchased stocks/ETFs by all participating advisors, while the buy amount data reflects the top ten by total investment [4] - The competition includes a performance evaluation segment divided into stock simulation, on-site ETF simulation, and public fund simulation, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [4]

Group 1 - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top ten ETFs by buy frequency as of September 29 include the Hong Kong Securities ETF, Hong Kong Bank LOF, and multiple battery ETFs [2] - The top ten ETFs by buy amount include the Hong Kong Securities ETF, battery ETFs, and a robotics ETF, indicating strong investor interest in these sectors [3] - The data for the top buy stocks/ETFs is based on the aggregated buy counts and amounts from all participating advisors, reflecting current market trends [4]

Group 1 - On September 25, the A-share market saw a significant inflow of funds into stock ETFs, totaling over 7 billion yuan, with the ChiNext Index rising more than 2% [1][2] - The semiconductor sector was the most attractive, with a net inflow of 3.27 billion yuan, while the CSI A500 ETF also saw substantial inflows of 2.5 billion yuan [2][3] - The overall market for stock ETFs reached a total scale of 4.47 trillion yuan, with 1,157 stock ETFs available [2] Group 2 - Major fund companies like E Fund and Huaxia Fund reported significant inflows into their ETFs, with E Fund's ChiNext ETF seeing an inflow of 361 million yuan and Huaxia Fund's Robot ETF attracting 555 million yuan [3][4] - The CSI 300 Index ETFs experienced the largest outflow, totaling 1.13 billion yuan, indicating a shift in investor sentiment [4] - The outlook for the domestic economy is positive, with expectations of continued recovery in internal growth momentum and improved global competitiveness for Chinese industries [4]

Core Viewpoint - On September 25, the A-share market saw a significant inflow of funds into stock ETFs, totaling 7 billion yuan, indicating a growing interest in this investment vehicle as the market trends upward [2][4]. Fund Inflows - The overall net inflow into stock ETFs reached 7 billion yuan, with semiconductor and CSI A500 ETFs receiving substantial investments [2][5]. - Industry-themed ETFs led the inflows, totaling 4.327 billion yuan, with semiconductor-related products attracting the most at 3.27 billion yuan [5]. - The CSI A500 index ETF saw a net inflow of 2.5 billion yuan, contributing to a total increase in the scale of broad-based ETFs by 16.787 billion yuan [5]. Specific ETF Performance - The top-performing ETFs by net inflow included: - A500 ETF from Huatai-PineBridge with 1.118 billion yuan [6] - CSI A500 ETF from Fortune with 993 million yuan [6] - Sci-Tech Chip ETF with 710 million yuan [6] - Other notable inflows were seen in the Robot ETF (555 million yuan), Coal ETF (628 million yuan), and Semiconductor Equipment ETF (619 million yuan) [7]. Fund Outflows - Conversely, the CSI 300 index ETFs experienced the largest outflow, totaling 1.13 billion yuan, followed by the CSI 1000 index ETFs with 720 million yuan [9][10]. - Other sectors facing outflows included Communication ETFs (670 million yuan) and Rare Earth ETFs (390 million yuan) [10]. Market Outlook - The fund manager from E Fund anticipates a continued recovery in domestic economic growth, supported by favorable industrial policies and increased R&D investment, which may enhance the competitive edge of Chinese industries [11].

芯片ETF和半导体ETF近三月平均涨幅近60%，迎来高光时刻。 作者 | 市值风云基金研究部 编辑 | 小白 有消息称，台积电正在计划对其3纳米制程和2纳米制程的工艺节点进行涨价。 相关产业链人士透露，由于研发成本高昂加上良率较竞争对手更高，台积电2纳米制程价格相比3纳米 或至少上涨50%。 这一涨幅远超市场预期，也进一步刺激了本就一路高涨的芯片ETF和半导体ETF相关标的。 （来源：网络公开数据，市值风云APP制表） 而真实的涨价传闻往往会引起资本市场波动，台积电于9月23日、24日两日累计涨幅超6%，美股其他 芯片股亦多数走强。 总而言之，尽管台积电并未证实涨价传闻，但市场正在为消费电子产品集体涨价的时代提前做准备。 如果台积电进行涨价，这将直接影响明年各大品牌手机的价格，同时中国的多家智能手机制造商的新 产品可能不得不在明年提价。 催生芯片股上涨不仅仅只有台积电，就在9月23日，上海微电子（SMEE）展台上首次公开亮相了极 紫外（EUV）光刻机参数图，这标志着国产EUV进入原理机搭建阶段，国产光刻机产业进入爆发元 年。 涨价传闻刺激市场，股价创历史新高 风云君梳理了近年来台积电几次重要涨价传闻的主要信息 ...

上证报中国证券网讯(记者 汪友若）本周，A股市场整体震荡分化。上证指数表现相对较弱，全周累计下跌1.30%，收于3820.09点；深证成指全周上涨 1.14%；创业板指表现最为强劲，周涨幅达2.34%。 Go-Goal ETF数据显示，本周半导体ETF延续涨幅，科创半导体ETF单周涨7.83%，涨幅居首；此外半导体设备、汽车零部件相关ETF涨幅较前。跌幅方面， 港股通非银ETF、港股创新药ETF跌幅居前，此外工业有色、矿业等相关ETF回调。 上市方面，下周即将有17只ETF上市，其中9月24日，14只科创债ETF将集中上市。另外创业板软件ETF富国、科创新能源ETF易方达、港股通创新药ETF南 方将于9月22日上市。 根据Go-Goal ETF数据，下周即将有4只ETF发行。 | 即将发行(5) | 正在发行(7) 即将上市(23) | 已上市 | | 其完 | | --- | --- | --- | --- | --- | | 基金代码 | 基金名称 | ,其余公司 | ♥ 认购起始日 | 元 | | 563750 | 中证500指数ETF | 汇添富基金 | 2025-10-13 | 2 | | 5126 ...