（责任编辑：刘畅 ） 【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 上证指数收涨0.92%，时隔十年站上4100点，录得16连阳；创业板指涨0.77%。AI应用题材爆发， 影视、短剧游戏方向领跑。商业航天、人形机器人、小金属概念股涨幅居前。光伏、大金融板块走弱。 市场成交额超3.1万亿元。 ETF方面，AI应用板块爆发，华夏基金文娱传媒ETF、创业板软件ETF华夏、创业板软件ETF富国 分别涨8.41%、7.2%和6.73%。商业航天板块延续强势，招商基金卫星产业ETF、卫星ETF易方达和永赢 基金卫星ETF分别涨6.41%、6.28%和6.27%。 隔夜美股科技股走低，标普生物科技ETF、纳指生物科技ETF跌1%。半导体板块调整，中韩半导体 ETF、科创半导体ETF鹏华分别跌1.13%和0.71%。银行股延续萎靡，银行ETF龙头跌0.56%。 ...

Market Performance - The A-share market indices collectively rose, with the Shanghai Composite Index surpassing 4100 points, marking a 16-day consecutive increase, closing up 0.92% at 4120 points [1] - The total trading volume reached 3.15 trillion yuan, breaking the 3 trillion yuan mark for the fifth time in history [1] - Over 3900 stocks increased in value, with more than 100 stocks hitting the daily limit [1] Sector Highlights - The AI application sector saw significant gains, with Kimi and Sora concepts leading the charge, and several stocks like Yidian Tianxia and Zhejiang Wenlian hitting the daily limit [1] - The commercial aerospace and satellite internet sectors continued to rise, with stocks such as Qian Zhao Guang Dian and China Satellite Communications also reaching the daily limit [1] - The small metals sector was active, with companies like Xiamen Tungsten also hitting the daily limit [1] - Other sectors with notable gains included cultural media, Xiaohongshu concept, online gaming, and online education [1] ETF Performance - Satellite ETFs, including E Fund and GF, surged over 22% this week, while other ETFs in general aviation and semiconductor equipment also saw increases exceeding 15% [2] - Specific ETFs such as the Satellite ETF E Fund and Satellite ETF GF reported year-to-date gains of 22.46% and 22.42%, respectively [3] Economic Outlook - The A-share market is experiencing a "New Year opening red" trend, attributed to proactive measures in the "two new" sectors by the National Development and Reform Commission, and an unexpected improvement in the December PMI [2] - The Shanghai Composite Index has broken through the mid-November 2025 high, indicating a potential recovery in the upward trend from the second half of 2025 [2] Investment Strategy - The market is entering its third year of a bull market, supported by a low interest rate environment, favorable global market conditions, domestic policy support, and improved US-China relations [4] - The focus for 2026 should be on structural opportunities, particularly in AI, renewable energy, chemicals, and cyclical consumer leaders [4] - Key themes for investment include commercial aerospace and robotics, with an emphasis on sectors that have been undervalued since 2024 [4]

每经记者：叶峰每经编辑：肖芮冬 卫星概念股早盘走强，航天电子涨超9%，臻镭科技涨超7%，中国卫通涨超4%。 受盘面影响，卫星相关ETF涨超2%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 563530 | 卫星ETF易方达 | 1.703 | 0.046 | 2.78% | | 563790 | 卫星ETF鹏华 | 1.289 | 0.034 | 2.71% | | 159218 | 卫星产业ETF | 2.081 | 0.053 | 2.61% | | 563230 | 卫星ETF | 1.711 | 0.042 | 2.52% | | 512630 | 卫星ETF广发 | 1.711 | 0.041 | 2.46% | 有券商表示，从时间角度看，中国正处于类似Space X 2018-2020年的组网前夜。随着G60千帆与GW国网进入密集发射 期，卫星制造正从实验室定制向汽车流水线式生产转型。能提供通用化电源、通信、姿控系统的配套商将率先兑现业 绩。 每日经济新闻 ...

【导读】股票ETF市场开年首次出现百亿元级别资金净流出 中国基金报记者若晖 2026年开年以来，A股强势上攻，上证指数不仅在新年首个交易日重返4000点，更在1月7日收出"14连阳"，创最长 连阳纪录。有着"逆市风向标"之称的股票ETF开始获利了结，全天出现资金净流出。 银河证券基金研究中心数据显示，截至1月7日，全市场股票ETF（含跨境ETF）资金净流出超126亿元，这也是今 年以来股票ETF首次出现百亿元级别资金净流出。 从具体方向看，港股ETF、有色ETF受到资金青睐，单日净流入居前；沪深300ETF、科创50ETF等宽基ETF遭遇资 金净流出。 超百亿元资金净流出 开年以来，A股市场上演"春季躁动"行情。随着股市热度升温，股票ETF市场再现逆市操作，呈现资金净流出的局 面。 银河证券基金研究中心数据显示，截至1月7日，全市场1291只股票ETF（含跨境ETF）总规模达4.72万亿元。在昨 日股市上涨行情中，股票ETF市场净流出资金达126.49亿元；开年以来3个交易日，合计资金净流出超119亿元。 从大类型来看，1月7日，港股市场ETF与商品ETF净流入居前，分别达40.86亿元与11.07亿元；宽基 ...

（责任编辑：刘畅 ） 【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 ETF方面，卫星航天板块再掀涨停潮，卫星ETF鹏华、卫星ETF易方达涨8%，卫星ETF广发和富国 基金卫星ETF涨7.7%。银华基金中证500价值ETF尾盘异动上涨7.5%，最新溢折率为4.4%。金融股全线 上攻，香港证券ETF易方达、金融科技ETF华夏分别涨5.93%、4.85%。有色板块继续狂欢，有色矿业 ETF招商、鹏华基金有色ETF基金、万家基金工业有色ETF分别涨4.43%、4.4%和4.36%。 银行板块走低，银行AH优选ETF跌1.7%。标普生物科技ETF和纳指生物科技ETF分别跌2%和 1.5%。CPO板块回调，通信ETF跌0.35%。 A股今日延续涨势，截至收盘，沪指涨1.5%录得13连阳，深成指涨1.4%，创业板指涨0.75%，北证 50指数涨1.82%，沪深京三市成交额28322亿元，较上日放量2650亿元，三市超 ...

卫星ETF鹏华、卫星ETF易方达涨超8%；卫星ETF广发、卫星ETF、卫星产业ETF涨超7%；通用航空 ETF基金、通用航空ETF涨超6%。 卫星产业ETF跟踪中证卫星产业指数，覆盖卫星制造与发射、地面设备、通信导航、遥感应用等全产业 链，商业航天含量为43.22%，航天航空装备合计权重为36.2%，均处卫星主题指数第一；前十大权重股 囊括卫星产业链上游的航天电子、中国卫星、中游的中国卫通，以及下游的华测导航、北斗星通等，合 计权重超60%，既兼顾了当前受益于星座建设的上游硬件企业，也布局了未来拥有广阔应用前景的下游 服务公司，能够较好地捕捉卫星产业从建设到应用的全周期发展红利。 （原标题：卫星产业彻底爆发！卫星ETF鹏华、卫星ETF易方达涨超8%，卫星ETF广发、卫星ETF、卫 星产业ETF涨超7%） 1月6日，A股三大指数今日延续强势表现，沪指日线13连阳，创2015年7月以来的逾十年新高。 卫星产业彻底爆发！航天电子、中国卫通、北方导航涨停。 消息面上，星河动力航天将于近期择机实施"谷神星一号海射型(遥七)"商业运载火箭发射任务，任务代 号为"望海潮"。 开源证券表示， 2026年，国内商业航天有望迎来 ...

Market Performance - The A-share market experienced a nine-day rally, with the Shanghai Composite Index rising by 0.31% and the Shenzhen Component Index increasing by 0.03% [1] - The ChiNext Index fell by 0.32%, while the North China 50 Index rose by 0.11% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.4078 trillion yuan, a decrease of 57.8 billion yuan compared to the previous day [1] - Over 3,400 stocks in the market declined [1] Sector Performance - Leading sectors included carbon fiber, diversified finance, brain-computer interfaces, non-ferrous metals, CPO, wind power equipment, commercial aerospace, and humanoid robots [1] - Underperforming sectors were food and beverage, retail, batteries, chemicals, and influenza [1] ETF Performance - The non-ferrous metal sector saw gains, with the Dachen Fund Non-Ferrous Metal ETF rising by 2.9% [1] - The oil and gas sector performed well, with the Penghua Fund Oil and Gas ETF and the Jingshun Great Wall Fund Oil and Gas ETF increasing by 2% and 1.92%, respectively [1] - The AI sector showed signs of recovery, with the Kexin AI ETF and the Kexin Artificial Intelligence ETF rising by 2% [1] - The commercial aerospace sector continued its upward trend, with the Satellite ETF from Yifangda increasing by 1.7% [1] Declining ETFs - High-premium Hong Kong stock ETFs saw significant declines, with the Hang Seng ETF for Hong Kong Stock Connect hitting the limit down and the Hong Kong Stock Connect 50 ETF dropping by 7% [1] - The latest premium/discount rates for these ETFs were 5% and 0.27%, respectively [1] - The Hong Kong innovative drug sector declined, with the Hang Seng Innovative Drug ETF falling by 2% and the Hong Kong Stock Connect Innovative Drug ETF decreasing by 1.7% [1] - Power stocks experienced a pullback, with the Green Power ETF and Power ETF both declining by 1.6% [1]

Group 1 - The core viewpoint of the news highlights the significant growth in China's satellite industry, with the satellite sector ETFs experiencing a rise of over 3% and more than 28% this month, indicating strong market performance [1] - The China Satellite Industry Index covers a comprehensive range of the satellite industry, including manufacturing, launching, communication, navigation, remote sensing, and applications, benefiting from the industry's beta [1] - The satellite industry chain is currently in its early stages, with leading companies expected to benefit first from the emerging trends, as indicated by the focus on leading firms in the top ten constituents of the index [1] Group 2 - Dongxing Securities anticipates that during the 14th Five-Year Plan period, commercial space will become a crucial engine for high-quality technological development in China, with an expected acceleration in satellite launches by 2026 [2] - The involvement of private commercial rocket companies is expected to complement national efforts, supporting the high-frequency launch demand [2] - The investment opportunities in China's satellite internet industry chain are viewed positively for 2026 [2] Group 3 - Guotai Haitong Securities suggests that ground computing power is nearing physical limits, and space computing power may offer a solution, transitioning from "ground computing" to "space computing" [3] - Major global players like Google, SpaceX, and Starcloud are exploring space computing capabilities, with differentiated paths towards commercial expansion [3] - The development of China's space computing is characterized by a clear structure of "dedicated computing constellations" and "intelligent remote sensing constellations," indicating a systematic approach to technology validation and deployment [3]

Core Viewpoint - Satellite concept stocks experienced a significant surge in the afternoon, with China Satellite and Beidou Star reaching their daily limit up [1] Group 1: Market Performance - Satellite-related ETFs rose approximately 4% [1] - Specific ETF performance includes: - Satellite Industry ETF (Code: 159218) at 1.634, up 0.066 (4.21%) - Satellite ETF (Code: 563230) at 1.343, up 0.053 (4.11%) - Satellite ETF E Fund (Code: 563530) at 1.335, up 0.052 (4.05%) - Satellite ETF GF (Code: 512630) at 1.340, up 0.050 (3.88%) [2] Group 2: Industry Outlook - Analysts indicate that with decreasing launch costs and improved in-orbit computing power, the future of space computing is expected to develop a "more launches, more savings" model [2] - The ongoing technological iterations and improved supporting infrastructure are anticipated to drive commercial aerospace towards a transformative industry change with scalable commercial value [2]

Core Viewpoint - The satellite industry is experiencing significant growth, driven by a recent meeting of the China Aerospace Science and Technology Corporation, which outlined strategic initiatives for the "14th Five-Year Plan" focusing on technological breakthroughs and cross-industry integration [1][2] Group 1: Industry Developments - The meeting emphasized the importance of aerospace technology in national security and military responsibilities, marking a shift from a "task-oriented" approach to an "industry-oriented" model [1] - The focus on integrating aerospace with AI, advanced manufacturing, and renewable energy is expected to create new productive forces and accelerate the commercialization of space [1] Group 2: Market Impact - Companies such as Zhenray Technology, Aerospace Electronics, and China Satellite have seen stock price increases of over 16%, 8%, and 6% respectively, contributing to a 3.88% rise in the E Fund Satellite ETF [1] - The E Fund Satellite ETF tracks the CSI Satellite Industry Index, which covers a wide range of sectors including satellite manufacturing, launching, communication, navigation, and remote sensing, indicating a concentrated focus on leading companies in the industry [2]