（责任编辑：刘静 HZ010） 【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，AI算力大反攻，博时基金5G50ETF、国泰基金通信ETF和创业板人工智能ETF南方分别 涨4.58%、4.52%和4.14%。游戏板块午后拉升，浦银安盛基金游戏传媒ETF涨4.05%，最新溢折率为 1.92%。电信板块表现亮眼，鹏华基金电信ETF基金、汇添富基金电信50ETF和易方达基金电信ETF涨超 3%。 新能源板块全线回调，光伏龙头ETF、锂电池ETF和光伏ETF基金分别跌1.97%、1.92%和1.86%。 黄金股走弱，黄金股票ETF基金跌1.94%。 A股今日集体上涨，截至收盘，沪指涨0.13%，深证成指涨0.38%，创业板指涨1.27%，北证50跌 0.16%。沪深京三市全天成交额20040亿元，较上日缩量1481亿元，其中沪深两市成交额不足2万亿元， 此前已连续20个交易日突破2万亿元。全市场超24 ...

截至2025年9月10日 14:07，中证电信主题指数(931235)强势上涨4.13%，成分股东方通信(600776)上涨9.98%，海格通信(002465)上涨8.72%，中际旭创 (300308)上涨8.21%，新易盛(300502)，数据港(603881)等个股跟涨。电信50ETF(560300)上涨3.52%，最新价报1.85元。拉长时间看，截至2025年9月9日，电 信50ETF近1月累计上涨16.93%，涨幅排名可比基金1/3。 据报道，随着中国移动、中国联通陆续启动算力服务器集中采购，三大运营商打响了在算力领域的卡位战。数据显示，三大运营商现有智算规模合计已经超 过100EFLOPS（每秒百亿亿次浮点运算），覆盖国内多个关键节点城市。目前，三大运营商正加快AI在多领域的应用，通过部署大模型、推出AI智能体等 推动业务转型及增收。 东莞证券指出，通信行业上半年业绩延续正向增长，营收与利润同比增速均实现回升。细分来看，光器件及模块上半年业绩表现突出，物联网板块实现出货 量增长并延续业绩向上趋势，运营商板块在第二季度业绩已呈现改善的迹象，通信工程及服务与通信元器件及设备板块经营业绩总体平稳运行。后续 ...

Core Viewpoint - The A-share market is experiencing a significant rise, particularly in the telecommunications sector, with the Telecom 50 ETF (560300) increasing nearly 4% and several key stocks reaching notable gains [1][2]. Group 1: Market Performance - The Telecom 50 ETF (560300) saw a rise of 3.86%, closing at 1.670, with a trading volume of 18,300 and a turnover rate of 6.13% [2]. - Key stocks within the ETF include ZTE Corporation, which hit the daily limit, and other notable performers such as Guangku Technology (+15%), Zhongji Xuchuang (+9%), Yinzhijie (+5%), and Xinyi Sheng (+4%) [1]. Group 2: Industry Growth - The National Bureau of Statistics reported a rapid growth in retail sales of information services, with a year-on-year increase of over 10% in the first seven months of the year, indicating a strong demand for digital audio-visual and online entertainment services [3]. - The three major telecom operators in China (China Mobile, China Telecom, and China Unicom) reported a total mid-term dividend of approximately 74.256 billion, reflecting stable growth in core business and rapid development in strategic emerging sectors, particularly in artificial intelligence [3][4]. Group 3: Future Outlook - The telecom sector is expected to see new demand driven by advancements in AI, IoT, satellite communication, and low-altitude economy, which are anticipated to create new growth opportunities [4]. - Analysts suggest that the operators will focus on enhancing cash flow management and improving revenue quality, with a long-term investment focus on computing networks and cloud services [3].