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浦银安盛中证沪港深游戏及文化传媒ETF(517770)
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浦银安盛基金罗雯:提高融资保证金比例保护股市长期平稳发展,AI应用侧仍是市场最重要主线
Jin Rong Jie· 2026-01-14 08:35
今日市场冲高回落,午后受政策面消息影响,沪指快速翻绿,截至收盘,上证指数跌0.31%,深证成指 涨0.56%,创业板指涨0.82%。沪深两市成交额3.94万亿,较上一个交易日放量2904亿,连续第3个交易 日突破3.5万亿。盘面上,市场热点快速轮动,全市场超2700只个股上涨。 浦银安盛基金近年来大力推动指数业务发展,推出"指数家"业务品牌,已推出多只覆盖大盘宽基及主题 赛道领域的场内外投资产品。近期围绕AI主题,数据中心建设及线上应用侧等题材再度爆发,浦银安 盛基金在这些领域已布局科创板100指数增强基金、浦银安盛中证沪港深游戏及文化传媒ETF (517770),力求成为投资者把握此轮AI行情的有效工具。 风险提示:基金有风险,投资需谨慎。数据来源:Wind,截至2026.1.14。浦银安盛中证沪港深游戏及 文化传媒交易型开放式指数证券投资基金(517770)的风险等级为R4-中高风险,浦银安盛上证科创板 100指数增强型证券投资基金(A类:021284;C类:021285)的风险等级为R4-中高风险。本资料中提供 的意见与评述仅供参考,并不构成对所述证券的任何操作建议或推荐,依据本资料相关信息进行投资或 ...
浦银安盛罗雯:AI仍是市场最重要主题,重视有产品落地和收入结构的应用方向
Jin Rong Jie· 2026-01-13 08:47
Market Overview - The A-share market experienced volatility, with the Shanghai Composite Index falling by 0.64%, the Shenzhen Component Index down by 1.37%, and the ChiNext Index decreasing by 1.96%, ending a streak of gains for the Shanghai Index [1] - The total trading volume in the Shanghai and Shenzhen markets reached 3.65 trillion yuan, an increase of 49.6 billion yuan compared to the previous trading day, with over 3,700 stocks declining [1] AI and GEO Concept - Despite the overall market decline, AI applications remain vibrant, particularly in the "GEO" (Generative Engine Optimization) sector, which has seen significant interest [1] - The gaming and media sectors showed notable gains, with the CSI Hong Kong-Shanghai Gaming and Cultural Media Index rising by 1.23% [1] - According to the fund manager at Puyin Ansheng Fund, the focus on AI applications, especially GEO, is increasing as generative AI products become central to information acquisition, leading to a new marketing paradigm [1] Investment Strategies - Puyin Ansheng Fund has been actively developing its index business, launching the "Index Family" brand and several investment products covering broad market indices and thematic sectors [2] - The fund has positioned itself in areas related to AI themes, including data center construction and online applications, with products like the CSI Hong Kong-Shanghai Gaming and Cultural Media ETF [2]