1月7日，杰华特涨5.16%，截至发稿，报50.95元/股，成交9.20亿元，换手率4.17%，总市值229.44亿 元。 资料显示，杰华特微电子股份有限公司位于浙江省杭州市西湖区三墩镇圣塘坝街19号圣塘芯城A座,香港 铜锣湾希慎道33号利园1期19楼1919室，成立日期2013年3月18日，上市日期2022年12月23日，公司主营 业务涉及模拟集成电路的研发与销售,为客户提供高效率、高性能、高可靠性的一站式模拟集成电路产 品解决方案。主营业务收入构成为：电源管理芯片93.09%，其中:DC-DC芯片56.79%，其中:AC-DC芯片 20.48%，其中:线性电源芯片14.40%，信号链芯片4.37%，功率产品1.69%，其中:电池管理芯片1.43%， 技术服务收入0.82%，其他(补充)0.02%，其他0.01%。 从杰华特十大流通股东角度 嘉实上证科创板芯片ETF（588200）基金经理为田光远。 截至发稿，田光远累计任职时间4年306天，现任基金资产总规模754.08亿元，任职期间最佳基金回报 134.68%， 任职期间最差基金回报-46.65%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动 ...

Wind统计显示，截至1月6日，沪深两市ETF两融余额为1198.95亿元，较上一交易日增加27.87亿元。其 中，ETF融资余额为1122.3亿元，较上一交易日增加26.46亿元；ETF融券余额为76.65亿元，较上一交易 日增加1.41亿元。 具体来看，1月6日，有288只ETF获融资净买入，其中，海富通中证短融ETF获融资净买入额居首，净 买入12.02亿元；融资净买入金额居前的还有富国中债7—10年政策性金融债ETF、南方中证500ETF、华 泰柏瑞沪深300ETF、华夏上证科创板50ETF、南方中证申万有色金属ETF、嘉实上证科创板芯片ETF 等。 （文章来源：证券时报网） ...

A股震荡之际，ETF市场却逆势"吸金"。 Wind数据显示，截至2025年12月15日，全市场ETF总规模已达5.78万亿元，较年初暴涨超2万亿元。尤其是市场调整期，资金借道ETF抄底的迹象更明显，仅 11月21日大跌当天，就有近358亿元资金涌入。这些被视为"聪明钱"的资金，流向从来都藏着市场的真实信号。 普通人别再盲目跟风炒股，看懂ETF的资金流向，就能找准未来的投资方向。这3个核心流向，值得重点关注。 先搞懂：为啥聪明钱偏爱ETF？ 关键在于ETF的"天然优势"。 即便部分赛道回调，聪明钱仍在"越跌越买"。 最典型的是科技相关赛道。嘉实上证科创板芯片ETF、华夏中证机器人ETF四季度以来净申购均超44亿元，哪怕同期跌幅超14%，资金依然坚定入场。通信 ETF更是表现亮眼，截至12月5日规模达120.56亿元，其中光模块成分占比超54%，紧扣人工智能算力发展的核心需求。 跨境科技赛道也备受青睐。港股通互联网、港股通创新药、港股通科技等ETF规模均增长超100亿元。随着港股通机制优化，这些高增长科技板块的吸引力 持续提升，成为聪明钱全球化布局的重要方向。 流向三：防御性品种受青睐，震荡市求稳是核心 它透明度 ...

Core Viewpoint - As of December 25, the total margin balance for ETFs in the Shanghai and Shenzhen markets decreased to 119.42 billion yuan, reflecting a reduction of 7.893 billion yuan from the previous trading day [1] Group 1: ETF Margin Balance - The ETF financing balance stands at 112.007 billion yuan, down by 7.881 billion yuan from the previous trading day [1] - The ETF margin short balance is recorded at 7.413 billion yuan, showing a decrease of 0.12 billion yuan compared to the previous trading day [1] Group 2: Net Inflows - On December 25, 224 ETFs experienced net financing inflows, with the Huaxia SSE Sci-Tech Innovation Board 50 ETF leading with a net inflow of 157 million yuan [1] - Other ETFs with significant net inflows include the E Fund CSI Hong Kong Securities Investment Theme ETF, the Harvest SSE Sci-Tech Innovation Board Chip ETF, the E Fund SSE Sci-Tech Innovation Board 50 ETF, the Guotai CSI All-Share Communication Equipment ETF, and the Yongying National Standard Commercial Satellite Communication Industry ETF [1]

（文章来源：证券时报网） Wind统计显示，截至12月24日，沪深两市ETF两融余额为1273.13亿元，较上一交易日增加0.31亿元。其 中，ETF融资余额为1198.88亿元，较上一交易日增加0.26亿元；ETF融券余额为74.25亿元，较上一交易 日增加0.05亿元。 具体来看，12月24日有262只ETF获融资净买入，其中，南方中证500ETF获融资净买入额居首，净买入 8935.22万元；融资净买入金额居前的还有嘉实上证科创板芯片ETF、博时中证可转债及可交换债券 ETF、国泰中证全指通信设备ETF、易方达沪深300ETF、南方中证A500ETF等。 ...

数据显示，嘉实基金旗下1只基金位居联芸科技十大流通股东。嘉实上证科创板芯片ETF（588200）三 季度新进十大流通股东，持有股数156.58万股，占流通股的比例为2.24%。根据测算，今日浮盈赚取约 97.08万元。连续3天上涨期间浮盈赚取355.45万元。 12月24日，联芸科技涨1.37%，截至发稿，报46.02元/股，成交2.75亿元，换手率2.05%，总市值211.69 亿元。联芸科技股价已经连续3天上涨，区间累计涨幅5.19%。 资料显示，联芸科技(杭州)股份有限公司位于浙江省杭州市滨江区西兴街道阡陌路459号C楼C1-604室， 成立日期2014年11月7日，上市日期2024年11月29日，公司主营业务涉及联芸科技是一家提供数据存储 主控芯片、AIoT信号处理及传输芯片的平台型芯片设计企业。主营业务收入构成为：数据存储主控芯 片产品85.68%，AIoT信号处理及传输芯片产品11.77%，其他2.55%。 从联芸科技十大流通股东角度 截至发稿，田光远累计任职时间4年292天，现任基金资产总规模754.08亿元，任职期间最佳基金回报 129.64%， 任职期间最差基金回报-46.65%。 风险提示 ...

Core Viewpoint - As of December 15, the total margin balance for ETFs in the Shanghai and Shenzhen markets reached 117.979 billion yuan, reflecting a slight increase from the previous trading day [1] Group 1: ETF Financing and Margin Data - The ETF financing balance stood at 110.52 billion yuan, which is an increase of 0.614 billion yuan compared to the previous trading day [1] - The ETF margin short balance was recorded at 7.459 billion yuan, showing a decrease of 0.553 billion yuan from the previous trading day [1] Group 2: Net Inflows into ETFs - On December 15, a total of 291 ETFs experienced net financing inflows, with the top inflow being the Fuguo Zhongzhai 7-10 Year Policy Financial Bond ETF, which saw a net inflow of 194 million yuan [1] - Other ETFs with significant net inflows included the E Fund ChiNext ETF, Harvest SSE STAR Chip ETF, Huaxia Hang Seng Internet Technology ETF, Huaxia Hang Seng Technology ETF, Huaxia SSE STAR 50 ETF, and Haitai Baichuan Hang Seng Technology ETF [1]

Core Viewpoint - As of December 4, the total margin balance of ETFs in the Shanghai and Shenzhen markets reached 118.931 billion yuan, reflecting an increase of 422 million yuan from the previous trading day [1] Summary by Category ETF Financing and Margin Balance - The ETF financing balance stood at 110.975 billion yuan, up by 436 million yuan compared to the previous trading day [1] - The ETF margin short balance was recorded at 7.956 billion yuan, showing a decrease of 14 million yuan from the previous trading day [1] Net Inflows and Top ETFs - On December 4, 268 ETFs experienced net financing inflows, with the E Fund CSI Hong Kong Securities Investment Theme ETF leading with a net inflow of 141 million yuan [1] - Other ETFs with significant net inflows included the Huaxia Hang Seng Technology ETF, Harvest SSE STAR Chip ETF, Pengyang 30-Year Treasury Bond ETF, Haifutong CSI Short-Term Bond ETF, GF CSI Hong Kong Innovative Drug ETF, and Huaan ChiNext 50 ETF [1]

Core Insights - On November 28, industry-themed ETF funds experienced a net outflow of 2.494 billion yuan, with a cumulative net outflow of 20.054 billion yuan over the past five trading days [1] - A total of 48 industry-themed ETFs saw net inflows, with the Huabao Securities ETF (512000) leading with an increase of 427 million shares and a net inflow of 240 million yuan [1][3] - Conversely, 151 industry-themed ETFs recorded net outflows, with the Guotai Zhongzheng All-Index Securities Company ETF (512880) experiencing the largest outflow of 654 million yuan and a reduction of 556 million shares [1][4] Summary by Category Net Inflows - The Huabao Securities ETF (512000) had a net inflow of 240 million yuan, with a share increase of 427 million, bringing its total shares to 698.47 million [3][5] - Other ETFs with net inflows include: - Penghua Zhongzheng Wine ETF (512690) with a net inflow of 134 million yuan and a share increase of 230 million [3] - Huaxia Shanghai Stock Exchange Science and Technology Innovation Board Artificial Intelligence ETF (589010) with a net inflow of 93 million yuan and a share increase of 69 million [3] Net Outflows - The Guotai Zhongzheng All-Index Securities Company ETF (512880) had the highest net outflow of 654 million yuan, with a share decrease of 556 million, resulting in a total of 504.04 million shares [4][5] - Other ETFs with significant net outflows include: - Huabao Zhongzheng Bank ETF (512800) with a net outflow of 428 million yuan and a share decrease of 512 million [4] - Huaxia Zhongzheng Robot ETF (562500) with a net outflow of 163 million yuan and a share decrease of 173 million [5]

Core Viewpoint - As of November 27, the total margin balance for ETFs in the Shanghai and Shenzhen markets reached 118.537 billion yuan, reflecting a slight increase from the previous trading day [1] Group 1: ETF Margin Balance - The ETF financing balance was 110.975 billion yuan, showing a decrease of 0.035 billion yuan from the previous trading day [1] - The ETF margin short balance was 7.562 billion yuan, which increased by 0.131 billion yuan compared to the previous trading day [1] Group 2: Net Buy Insights - On November 27, 239 ETFs experienced net financing purchases, with the Hai Futong CSI Short Bond ETF leading with a net purchase amount of 173 million yuan [1] - Other ETFs with significant net financing purchases included GF CSI Hong Kong Innovative Medicine ETF, E Fund Hang Seng Stock Connect Innovative Medicine ETF, and others [1]