从基金十大重仓股角度 9月3日，用友网络跌3.37%，截至发稿，报14.92元/股，成交9.48亿元，换手率1.82%，总市值509.82亿 元。用友网络股价已经连续4天下跌，区间累计跌幅10.72%。 资料显示，用友网络科技股份有限公司位于北京市海淀区北清路68号,香港铜锣湾勿地臣街1号时代广场 2座31楼，成立日期1995年1月18日，上市日期2001年5月18日，公司主营业务涉及以用友企业云服务为 核心为客户提供企业云服务与解决方案。主营业务收入构成为：技术服务及培训61.11%，产品许可 31.41%，其他4.50%，其他(补充)2.98%。 截至发稿，苗梦羽累计任职时间3年342天，现任基金资产总规模47.04亿元，任职期间最佳基金回报 57.27%， 任职期间最差基金回报-30.99%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，国泰基金旗下1只基金重仓用友网络。国泰中证全指软件ETF（515230）二季度增持1.23万 股，持有股数326.9 ...

Group 1 - The core viewpoint of the news is that拓维信息 experienced a decline of 5.03% in its stock price, reaching 41.88 yuan per share, with a trading volume of 4.638 billion yuan and a turnover rate of 9.53%, resulting in a total market capitalization of 52.751 billion yuan [1] - The company, established on May 20, 1996, and listed on July 23, 2008, is based in Changsha, Hunan Province, and primarily engages in K-12 education services and mobile internet products related to mobile games and animation [1] - The revenue composition of the company includes software and services at 72.71%, intelligent computing products at 21.74%, and other sources at 5.55% [1] Group 2 - From the perspective of major fund holdings,国泰基金 has one fund heavily invested in拓维信息, specifically the国泰中证全指软件ETF (515230), which increased its holdings by 8,600 shares in the second quarter, totaling 1.6011 million shares, accounting for 3.4% of the fund's net value, making it the seventh-largest holding [2] - The国泰中证全指软件ETF (515230) was established on February 3, 2021, with a current scale of 1.457 billion yuan, and has achieved a year-to-date return of 33.26%, ranking 1,034 out of 4,222 in its category [2] - The fund manager,苗梦羽, has been in the position for 3 years and 337 days, overseeing a total asset scale of 4.704 billion yuan, with the best fund return during the tenure being 66.55% and the worst being -34.45% [2]

Group 1 - The core viewpoint of the news is that Shouhang New Energy (301658.SZ) has reported significant institutional investment, with 19 institutional investors holding a total of 94.71 million shares, representing 22.97% of the company's total equity as of August 25, 2025 [1] - The top ten institutional investors collectively hold 22.93% of the shares, with a notable increase of 22.92 percentage points compared to the previous quarter [1] Group 2 - In the public fund sector, eight funds have reduced their holdings compared to the previous quarter, including notable funds such as the Fortune CSI All-Share Securities Company ETF and the Invesco CSI Robot Industry ETF [2] - A total of 330 public funds have not disclosed their holdings this quarter, including funds like the Guolian An CSI Pharmaceutical 100A and the Guotai CSI 800 Automotive and Parts ETF [2]

金融界8月25日消息，上证指数高开高走，中证全指软件指数 (软件指数，H30202)上涨1.01%，报 17268.84点，成交额1183.01亿元。 数据统计显示，中证全指软件指数近一个月上涨17.32%，近三个月上涨27.77%，年至今上涨28.44%。 据了解，中证全指软件指数从中证全指指数中选取业务涉及软件开发领域的上市公司证券作为指数样 本，以反映该主题上市公司证券的整体表现。该指数以2004年12月31日为基日，以1000.0点为基点。 从中证全指软件指数持仓的市场板块来看，深圳证券交易所占比62.59%、上海证券交易所占比 36.92%、北京证券交易所占比0.49%。 从中证全指软件指数持仓样本的行业来看，信息技术占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 跟踪软件指 ...

Core Insights - On August 11, industry-themed ETFs experienced a net outflow of 1.779 billion yuan, while the cumulative net inflow over the past five trading days reached 5.806 billion yuan, with four days showing net inflows [1][6] - The top ETF by net inflow on August 11 was the Guotai CSI All Share Securities Company ETF (512880), which saw an increase of 358 million shares and a net inflow of 435 million yuan [1][3] - A total of 126 industry-themed ETFs recorded net inflows, while 224 ETFs experienced net outflows, with the top outflow being from the Harvest SSE Sci-Tech Innovation Board Chip ETF (588200), which had a reduction of 540 million shares and a net outflow of 879 million yuan [1][4] Summary by Category Net Inflows - The Guotai CSI All Share Securities Company ETF (512880) had a net inflow of 435 million yuan and an increase of 358 million shares, bringing its total shares to 2.933 billion [3][5] - Other notable inflows included: - Harvest National Cash Flow ETF (159221) with a net inflow of 249 million yuan and an increase of 227 million shares [3] - Huabao Securities ETF (512000) with a net inflow of 188 million yuan and an increase of 325 million shares [3] Net Outflows - The top outflow was from the Harvest SSE Sci-Tech Innovation Board Chip ETF (588200), which had a net outflow of 879 million yuan and a decrease of 540 million shares, bringing its total shares to 1.927 billion [4][5] - Other significant outflows included: - E Fund CSI Artificial Intelligence Theme ETF with a net outflow of 320 million yuan and a decrease of 300 million shares [4] - Huaxia CSI Animation Game ETF with a net outflow of 287 million yuan and a decrease of 211 million shares [4]