8月28日，港股主流指数涨跌不一。其中，恒生中国央企指数上涨1.35%，涨幅相对居前。 | 证券名称 | 日涨跌幅 | 今年以来 涨跌幅 | | --- | --- | --- | | 恒生中国央企指数 | 1.35% | 20.11% | | 恒生指数 | -0.81% | 24.62% | | 恒生科技指数 | -0.94% | 26.32% | | 数据来源：Wind,日期截至2025-08-28 | | | 行业板块方面，通信（7.14%）、电子（5.53%）和国防军工（2.29%）板块涨幅居前，煤炭 （-0.81%）、农林牧渔（-0.73%）和纺织服装（-0.47%）板块跌幅居前。 二、今日热点追踪 一、市场行情回顾 08月28日，A股三大股指全线上涨。其中，上证指数收涨1.14%，深证成指收涨2.25%，创业板指收涨 3.82%，全市场超2,800只个股上涨。主流宽基指数中，科创50指数上涨7.23%，涨幅相对居前。 | 证券名称 | 日涨跌幅 | 今年以来 涨跌幅 | | --- | --- | --- | | 科创50 | 7.23% | 37.99% | | 创业板50 | 4.33% | ...

截至2025年8月21日 10:55，中证电信主题指数(931235)强势上涨1.81%，成分股中兴通讯(000063)上涨 7.41%，银之杰(300085)上涨6.49%，中国联通(600050)上涨3.99%，中国卫通(601698)，移远通信 (603236)等个股跟涨。电信ETF基金(560690)上涨1.94%， 最新价报1.63元。 消息面上，根据《中国算力发展指数白皮书》的统计，中国算力规模全球占比26%，位居第二，智能算 力以52%的全球份额反超美国的19%，2025年智能算力增速达43%，远超全球平均水平，无人驾驶、AI 大模型等领域依赖的智能算力规模2025年突破1000flops。 中国银河证券指出，当前通信行业的主要推动因素主要以运营商资本开支结构优化为基础，人工智能快 速发展共振的新范式，AI+算力是关注重点。建议关注：运营商、光模块、光器件/光芯片及光引擎、铜 连接、卫星互联网、量子科技等板块相关标的。 电信ETF基金紧密跟踪中证电信主题指数，中证电信主题指数选取50只业务涉及电信运营服务、电信增 值服务、通信设备、通信技术服务与数据中心等领域的上市公司证券作为指数样本，反映电信 ...

Group 1 - The Media ETF (159805.SZ) increased by 1.86%, while the related index, the CSI Media Index (399971.SZ), rose by 2.29% as of August 18, 10:00 [1] - Major constituent stocks saw significant gains, with Mango Excellent Media up 16.94%, Huace Film & TV up 18.58%, Liou Co., Ltd. up 4.70%, Kunlun Wanwei up 3.81%, and Zhongwen Online up 5.44% [1] - According to research from招商证券, the official release of GPT-5 has significantly enhanced writing, programming, and medical capabilities, suggesting a focus on the development opportunities for leading companies in the media sector [1] - 国信证券 emphasized in its August media industry investment strategy that there are layout opportunities in AI applications and IP trend toys, noting that the performance inflection point for the sector has emerged amid weakening base effects, an upward supply cycle, and improved macro expectations [1] - Both institutions are focusing on the structural impact of AI technology iteration on the media industry [1] Group 2 - Related products include Media ETF (159805), Semiconductor ETF (159813), Big Data ETF (159739), Robotics ETF (159278), Telecom ETF (560690), and Sci-Tech Chip ETF Index (588920) [2] - Related individual stocks include Focus Media (002027), Giant Network (002558), Yanshan Technology (002195), Kaiying Network (002517), Kunlun Wanwei (300418), Light Media (300251), Shenzhou Taiyue (300002), Liou Co., Ltd. (002131), 37 Interactive Entertainment (002555), and BlueFocus Communication Group (300058) [2]

Group 1 - The core viewpoint of the news highlights the steady growth in the telecommunications industry, driven by increasing demand in emerging regions and rising ARPU values in North America [1][2] - The China Telecom Theme Index (931235) has shown a slight increase of 0.06%, with notable gains from constituent stocks such as Guangku Technology (300620) up 6.35% and Lian Te Technology (301205) up 5.93% [1] - A significant technological achievement was reported, with Zhejiang Mobile, ZTE, and Qualcomm successfully completing the world's first end-to-end technology verification of 5CC carrier aggregation + 1024QAM, achieving a peak download speed exceeding 6.57 Gbps [1] Group 2 - The China Telecom Theme Index tracks 50 listed companies involved in telecommunications services, value-added services, communication equipment, technology services, and data centers, reflecting the overall performance of telecom-themed listed companies [2] - As of June 30, 2025, the top ten weighted stocks in the index include China Unicom (600050), China Mobile (600941), and China Telecom (601728), collectively accounting for 77.54% of the index [2]