截至2025年11月14日13:09，计算机ETF(159998)成交3692.19万元。跟踪的中证计算机主题指数(930651)回 调近2%，成分股方面涨跌互现，东华软件(002065)领涨2.00%，航天信息(600271)上涨1.77%，拓维信息 (002261)上涨1.73%。 拉长时间看，截至11月13日，计算机ETF(159998)近1年规模增长3.84亿元，计算机ETF(159998)今年以来份 额增长7320.00万份，实现显著增长。 值得一提的是，计算机ETF(159998)盘中资金净申购份额已达1920万份。 电子ETF(159997)成交2349.32万元。跟踪的中证电子指数(930652)下跌2.35%。成分股方面涨跌互现，天岳 先进(688234)领涨2.88%，闻泰科技(600745)上涨2.10%，中科飞测(688361)上涨1.99%。 拉长时间看，截至11月13日，电子ETF(159997)近3天获得连续资金净流入，合计"吸金"807.98万元。 【产品亮点】 计算机ETF(159998)"软硬通吃"，跟踪的中证计算机主题指数泛行业覆盖信息技术服务、应用软件、通信设 备，既有 ...

【产品亮点】 国产替代+技术出海，机器人板块迎历史性机遇！人工智能浪潮共振！机器人ETF(159770)一键配置产业链龙头，分享高端制造成长红利！ 覆盖半导体+苹果产业链的电子ETF(159997)被动跟踪中证电子指数，重仓半导体、消费电子行业，汇聚AI芯片、汽车电子、5G、云计算、印制电路板 （PCB）等热门产业，前十大权重股囊括市场热议的工业富联、海光信息、胜宏科技，还包括"果链"龙头立讯精密等。 【相关产品】 机器人ETF(159770)，对应场外联接基金(A：014880；C：014881)。 电子ETF(159997)，对应场联接基金(A：001617；C：001618)。 截至2025年11月12日09:33，机器人ETF(159770)成交905.93万元。跟踪指数成分股方面涨跌互现，双环传动(002472)领涨0.86%，博众精工(688097)上涨 0.85%，绿的谐波(688017)上涨0.77%。 拉长时间看，截至11月11日，机器人ETF(159770)近1周规模增长3.30亿元，实现显著增长 份额方面，机器人ETF(159770)最新份额达96.81亿份，创成立以来新高。 从资金净流 ...

Core Viewpoint - The Robot ETF (159770) is experiencing significant inflows and growth, reflecting strong investor interest in the robotics sector, driven by advancements in technology and market dynamics [3][4]. Fund Performance - As of October 29, 2025, the Robot ETF (159770) increased by 0.37% with a trading volume of 174 million yuan, and it has seen a net subscription of 19.5 million shares [3]. - The total scale of the Robot ETF reached 9.38 billion yuan with 8.748 billion shares, both hitting record highs since its inception [4]. - Over the past nine days, the Robot ETF has experienced continuous net inflows, totaling 640 million yuan, with a peak single-day inflow of 209 million yuan [4]. Sector Highlights - The robotics sector is positioned for historic opportunities due to domestic substitution and technological advancements, particularly in the context of the AI wave [4]. - The electronic ETF (159997) also showed positive performance, increasing by 0.57%, with significant gains in key component stocks such as Sanan Optoelectronics and Industrial Fulian [4]. Industry Developments - The first domestic humanoid robot "Kua Fu," powered by the open-source HarmonyOS, was unveiled in Wuhan, marking a significant breakthrough in China's robotics operating system capabilities [5]. - NVIDIA's CEO Jensen Huang highlighted the rising importance of robotics in the consumer electronics market during a recent keynote, indicating a shift in industry focus towards robotic applications [5][6]. Institutional Insights - CITIC Securities noted a recovery in the humanoid robot index, suggesting that the market's negative sentiment has subsided, allowing for a rebound in the sector [6]. - Tesla's production timeline for its Optimus V3 robot has been pushed to late 2026, with an ambitious goal of achieving mass production of 50 to 100 million units by 2026 [6].

截至2025年10月27日收盘，电子ETF(159997)收涨3.41%，换手3.59%，成交5217.31万元。跟踪指数成分股江波龙(301308)上涨19.82%，拓荆科技(688072)上 涨10.31%，胜宏科技(300476)上涨10.14%，景旺电子(603228)，兆易创新(603986)等个股跟涨。 拉长时间看，截至10月24日，电子ETF(159997)最新资金净流入503.39万元。拉长时间看，近5个交易日内有3日资金净流入，合计"吸金"2605.35万元。 云计算ETF沪港深(517390)一度涨超3%，收涨2.98%，换手8.41%，成交4196.25万元。跟踪指数成分股新易盛(300502)上涨8.31%，深信服(300454)上涨 5.08%，网宿科技(300017)上涨4.59%，华胜天成(600410)，金山办公(688111)等个股跟涨。 拉长时间看，截至10月24日，云计算ETF沪港深(517390)近1周累计上涨10.65%，涨幅排名可比基金第一。 主力资金"偏爱"电子板块！截至14:00，电子板块获主力资金净流入96亿元，拉长时间看，近5日、近20日、近60日分别吸金6 ...

Core Insights - The chip ETF Tianhong (159310) has seen a significant increase of 3.72% as of October 24, 2025, with a trading volume of 17.88 million yuan, indicating strong investor interest in the semiconductor sector [1] - The electronic ETF (159997) also experienced a rise of 3.82%, with notable gains in constituent stocks such as Shengyi Electronics (688183) and Jiangbolong (301308) [2] - The storage chip industry is entering a "super cycle," with major suppliers like Samsung and SK Hynix announcing price increases of up to 30% for DRAM and NAND flash memory, exceeding market expectations [4] Fund Performance - The chip ETF Tianhong (159310) has recorded a growth of 38.49 million yuan in scale over the past week and an increase of 71 million units in shares over the past two weeks, leading among comparable funds [1] - In the last 10 trading days, the chip ETF has attracted a total of 228 million yuan in inflows, reflecting strong demand for semiconductor investments [2] Product Highlights - The chip ETF Tianhong (159310) tracks the CSI Chip Industry Index, representing the overall performance of publicly listed companies in the chip sector, positioning it as a key asset in China's "chip" era [2] - The electronic ETF (159997) closely follows the CSI Electronics Index, which includes companies involved in semiconductor production, computer peripherals, and consumer electronics, featuring leading firms like Luxshare Precision and SMIC [2] Market Trends - The demand for storage chips is expected to rise due to the increasing need for AI model training and data center construction, with domestic manufacturers rapidly expanding production capabilities [4] - Analysts predict that the average selling price of DRAM will increase by 25-26% in the fourth quarter of 2025, driven by strong AI demand and limited overseas production capacity [4]

Group 1 - The A-share market experienced a significant rally on August 28, 2025, with all three major indices closing higher: Shanghai Composite Index up 1.14%, ChiNext Index up 3.82%, and Shenzhen Component Index up 2.25% [3] - The total trading volume in the market approached 3 trillion yuan, with over 2800 stocks rising [3] - Cambrian's stock price surged by 15.73%, closing at 1587.91 yuan per share, marking its first position as the highest in A-shares, with a total market capitalization exceeding 630 billion yuan [3] Group 2 - The Chip ETF Tianhong (159310) rose by 6.84%, with a transaction volume of 42.37 million yuan, and notable increases in component stocks such as SMIC (688981) up 17.45% and Cambrian (688256) up 15.73% [3] - The Electronic ETF (159997) increased by 6.38%, with a transaction volume of 47.74 million yuan, and significant gains in component stocks including Shenghong Technology (300476) up 19.59% and SMIC (688981) up 17.45% [3] - As of August 27, the Chip ETF Tianhong (159310) saw a weekly growth of 10.3 million yuan, indicating substantial growth [3] Group 3 - Nvidia reported its Q2 2026 financial results, with revenue reaching 46.743 billion USD, a 56% year-on-year increase, and net profit of 26.422 billion USD, up 59%, with a gross margin of 72.7% [4] - According to the China Semiconductor Association, the market for third-party semiconductor testing and analysis in China is expected to reach 18-20 billion yuan by 2027, with demand for testing and analysis growing faster than the overall semiconductor market [4] - The overall improvement in the semiconductor industry's prosperity is significantly driving the demand for semiconductor testing and analysis [4]

Group 1: Computer ETF Performance - The Computer ETF (159998) increased by 1.02%, marking its third consecutive rise, with a trading volume of 128 million yuan [3] - The Computer ETF has seen a cumulative increase of 7.13% over the past week, reaching a new high in scale at 3.772 billion yuan [4][5] - Key stocks in the Computer ETF include Tuo Wei Information (002261) up 10.00%, Guanglian Da (002410) up 8.67%, and Runhe Software (300339) up 8.24% [3] Group 2: Electronic ETF Performance - The Electronic ETF (159997) rose by 0.34%, also achieving three consecutive increases, with a trading volume of 31.4462 million yuan [4] - Over the past week, the Electronic ETF has increased by 10.68%, reaching a scale of 1.343 billion yuan, a new high in three months [5] - Notable stocks in the Electronic ETF include Lingyi Technology (002600) up 10.03%, Shengmei Shanghai (688082) up 9.86%, and Tuo Jing Technology (688072) up 7.86% [4] Group 3: Industry Insights - The Computer ETF tracks a broad range of sectors within the information technology industry, including software and hardware leaders like iFlytek and Hikvision, catering to both AI software and hardware markets [5] - The Electronic ETF closely follows the CSI Electronic Index, which includes companies involved in semiconductors, computers, and consumer electronics, featuring leading firms such as Luxshare Precision and SMIC [5] - Citic Securities highlights the competitive edge of domestic large models like DeepSeek-V3.1, which is expected to drive demand for computing power and support the growth of the domestic computing industry [6]