险资方向，本期较上一期持股增加的险资共计1个，即新华资管-兴业银行-新华资产-明汇二号资产管理 产品，持股增加占比达0.1%。 公募基金方面，本期较上一期持股增加的公募基金共计2个，包括富国中证旅游主题ETF、华夏中证旅 游主题ETF，持股增加占比达0.32%。本期较上一季未再披露的公募基金共计74个，主要包括华夏回报 混合A、鹏华优质治理混合(LOF)A、圆信永丰兴诺、诺安平衡混合A、鹏华产业精选混合A等。 2025年10月25日，君亭酒店(301073.SZ)发布2025年第三季报。截至2025年10月24日，共有3个机构投资 者披露持有君亭酒店A股股份，合计持股量达293.89万股，占君亭酒店总股本的1.51%。其中，机构投 资者包括中国银行股份有限公司-富国中证旅游主题交易型开放式指数证券投资基金、新华资管-兴业银 行-新华资产-明汇二号资产管理产品、中国银行股份有限公司-华夏中证旅游主题交易型开放式指数证券 投资基金，机构投资者合计持股比例达1.51%。相较于上一季度，机构持股比例合计下跌了1.20个百分 点。 ...

Market Overview - The Shanghai Composite Index decreased by 0.49% to 3279.03 points, with a weekly high of 3296.93 points [1] - The Shenzhen Component Index fell by 0.17% to 9899.82 points, reaching a high of 9926.9 points [1] - The ChiNext Index slightly increased by 0.04% to 1948.03 points, with a peak of 1954.62 points [1] - In global markets, major indices saw gains: Nasdaq Composite up 3.42%, Dow Jones Industrial Average up 3.0%, and S&P 500 up 2.92% [1] - In the Asia-Pacific region, the Hang Seng Index rose by 2.38% and Nikkei 225 increased by 3.15% [1] ETF Market Performance - The median weekly return for stock ETFs was -0.17% [2] - The highest weekly return among scale index ETFs was 3.07% for E Fund's SSE STAR 50 Enhanced Strategy ETF [2] - The highest return in industry index ETFs was 3.03% for Southern's CSI All Share Computer ETF [2] - The top-performing thematic ETF was GF's SSE STAR 50 Artificial Intelligence ETF, with a return of 5.43% [2][4] ETF Liquidity - Average daily trading volume for stock ETFs decreased by 11.1%, while average daily turnover fell by 7.4% [6] - The turnover rate increased by 0.45% [6] ETF Fund Flows - The top five stock ETFs by fund inflow included: - Huaxia SSE 50 ETF with an inflow of 726 million yuan - Hua Tai's CSI Dividend Low Volatility ETF with 272 million yuan - E Fund's CSI Artificial Intelligence Theme ETF with 213 million yuan [9] - The top five stock ETFs by fund outflow included: - Southern's CSI 1000 ETF with an outflow of 638 million yuan - Southern's CSI 500 ETF with 588 million yuan - Huaxia's SSE STAR 50 Component ETF with 411 million yuan [10] ETF Financing and Margin Trading - The financing balance for stock ETFs decreased from 42.8688 billion yuan to 42.1794 billion yuan [11] - The highest financing buy amount was 33.9 million yuan for Huaxia's SSE STAR 50 Component ETF [11] ETF Market Size - The total market size for ETFs reached 40,559.13 billion yuan, a decrease of 12.684 billion yuan from the previous week [14] - Stock ETFs accounted for 29,483.45 billion yuan, representing the largest category in the ETF market [14][16] ETF Issuance and Establishment - No new ETFs were issued last week, but nine new ETFs were established, including various cash flow and aerospace industry ETFs [17] Institutional Insights - Huaxi Securities noted that the computing power sector continues to have underlying demand and valuation support, with potential recovery in related sub-sectors [17] - Changjiang Securities highlighted opportunities for domestic high-end AI chip manufacturers due to strong demand and limited overseas supply [17]