Group 1 - The article discusses the rise of artificial intelligence (AI) applications and the importance of computing power in the industry, highlighting various ETFs that focus on AI and related sectors [2][3][10] - It emphasizes the integration of AI with financial software and the development of domestic large models, indicating a growing trend in the AI industry [4][5][10] - The article lists specific ETFs related to AI applications, including those focused on healthcare, smart driving, and big data, showcasing a diverse range of investment opportunities [10] Group 2 - The article mentions the formation of MACD golden cross signals, suggesting positive momentum for certain stocks within the AI sector [8][11]

>>>>> ETF早知道 >>>>> ETF早知道 ETERNE <<<< >>>>> HDFTS 2026 目早知道 Jan ETF FR通 <<<< 市场温度计 >>>>> ETFEER 中长期信号 · 投资看温度 --- 75% --- 75% 75% -- + 25% -- + 25% -- > 25% ETF 早知道 <<<< 0.92% 1.15% 0.77% ← ↑ ← 上证指数 创业板指 深证成指 注:温度计水银条由对应指数的近十年市盈率分位数表示,总值为100%。数据来源:iFind,截至 2026.1.9,上证指数、深证成指、创业板指的近十年市盈率分位数分别为99.79%、91.77%、47.47% ETFE 9 e 0 ( ७ 板块热力图 ETFEFR酒 <<<< 短期轮动走向·观九宫热力值 +5.31% +3.29% +3.60% 传媒 t the 国防军工 ETFEFRE +2.90% +2.78% +0.03% 有色金属 计算机 交通运输 +0.01% -0.20% -0.44% 非银金融 银行 建筑材料 <<<< 数据来源:iFind,截至2026.1.9,以申万一级行业区分,分 ...

1月9日，国产AI延续强势上涨态势，重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内 价格盘中涨近3%，现涨2.36%，实时成交额超5000万元，交投火热！从日k线来看，或已走出坚定 的"上行台阶"。 成份股方面，AI应用概念股显著领涨，星环科技涨超11%，亚信安全涨逾10%，天准科技涨超9%，芯 原股份涨逾8%，中科星图、合合信息、福昕软件等个股跟涨。权重股方面，寒武纪涨超2%，金山办公 涨逾3%。 | 序号 | 名称 | 涨跌幅 * | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交談 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 量环科技-U | 11.57% | almos | 计算机 | 软件开发 | 横向通用软件 | 189Z | 17.99亿 | | 2 | 亚信安全 | 10.10% | 1 | 计算机 | 软件开发 | 横向通用软件 | 906 | 3.36ZZ | | 3 | 大准科技 | 9.05% | www | 机械设备 | 自动化设备 | 其他自动 ...

周四（1月8日），A股窄幅震荡，沪指微跌仍录得连续15个阳线。沪深两市成交额2.8万亿元，较上一个交易日小幅缩量， 但已连续4个交易日超2.5万亿元。个股方面，全市场超3700只个股上涨，其中111只个股涨停。 盘面上，商业航天爆发涨停潮，其中航天南湖、海兰信20CM封板！高人气军工ETF华宝（512810）场内涨超4%，创近半 年最大单日升幅，日内价格连续刷新2016年8月上市以来新高！热门通用航空ETF华宝（159231）场内收涨超4%再创上市 新高，资金单日再度净申购1400万份。 此外，据智通财经报道，工信部等八部门印发《"人工智能+制造"专项行动实施意见》，重点布局国产AI产业链的科创人 工智能ETF华宝（589520）、与国产算力相关的大数据ETF华宝（516700）以及信创ETF基金（562030）场内纷纷涨超 1%。 | 序号 | 代码 | 类型 名称 | 现价 | 涨跌幅 | 成交额 | | --- | --- | --- | --- | --- | --- | | 1 | 159231 | 主 通用航空ETF华宝 | 0.726 c | 4.46% | 1997.19万 | | 2 | 5 ...

Core Viewpoint - The Chinese asset market is experiencing a strong start in 2026, with significant gains in both A-shares and Hong Kong stocks, particularly in the healthcare and technology sectors, driven by favorable monetary policies and market sentiment [1][2][3]. A-Share Market Summary - A-shares have shown a robust performance, with the Shanghai Composite Index surpassing 4000 points and achieving a 12-day winning streak, the longest since 1993, with a trading volume exceeding 2.5 trillion yuan [1][2]. - The healthcare sector is leading the gains, with the Medical ETF (512170) rising by 5.29%, marking its largest single-day increase since October 2024, and a trading volume of 1.166 billion yuan, up over 211% from the previous day [3][5]. - The "AI Twins" in the technology sector are also performing well, with the Sci-Tech AI ETF (589520) increasing by 4.74%, and the Growth Board AI ETF (159363) rising over 3% to reach a new listing high [2][3]. Hong Kong Market Summary - The Hong Kong market has also seen a strong start, with the Hang Seng Index rising by 2.76% and the Hang Seng Technology Index increasing by 4% [1][2]. - The Hong Kong Stock Connect Innovation Drug ETF (520880) surged by 5.42%, achieving its largest single-day increase since its launch in July 2025, with a trading volume of 509 million yuan, up over 263% [5][6]. - The healthcare sector in Hong Kong is performing well, with significant gains in innovative drug stocks, and the Medical Theme Index rising by 3.66% [8]. Investment Outlook - Analysts from Galaxy Securities expect continued net inflows from foreign and southbound funds due to a favorable monetary policy environment, which could lead to substantial improvements in the profitability of Hong Kong-listed companies [2][8]. - CITIC Securities indicates a high probability of A-shares continuing their upward trend, supported by positive macroeconomic policies and a focus on technological innovation as a key driver for growth [2][8]. - The market is anticipated to benefit from a combination of rising profits and valuations, with a bullish outlook for 2026 [2][8].

Core Viewpoint - The Chinese asset market is experiencing a strong start in 2026, with significant gains in both A-shares and Hong Kong stocks, driven by favorable monetary policies and sector-specific growth, particularly in pharmaceuticals and technology [1][24]. A-Share Market Summary - A-shares opened strongly, with the ChiNext Index rising by 2.85% and the Shanghai Composite Index surpassing 4000 points, achieving a record 12 consecutive days of gains, the longest streak since 1993, with trading volume exceeding 2.5 trillion yuan [1][24]. - The medical and healthcare sectors showed remarkable performance, with the Medical ETF (512170) increasing by 5.29%, marking its largest single-day gain since October 2024, and surpassing five key moving averages [4][26]. - The "AI twins" in the technology sector also performed well, with the Sci-Tech AI ETF (589520) rising by 4.74%, and the ChiNext AI ETF (159363) gaining over 3% to reach a new high since its listing [1][24]. Hong Kong Market Summary - The Hong Kong market also opened positively, with the Hang Seng Index rising by 2.76% and the Hang Seng Tech Index increasing by 4% on January 2, continuing to rise on January 5 [1][24]. - The Hong Kong Stock Connect Innovation Drug ETF (520880) surged by 5.42%, achieving its largest single-day gain since its launch in July 2025, with a trading volume of 5.09 billion yuan, reflecting a 263% increase from the previous day [4][28]. - The Hong Kong medical sector saw strong performance, particularly in the innovation drug segment, with 35 out of 37 covered stocks closing in the green, including notable gains from companies like InnoCare Pharma and Rongchang Bio [4][28]. Sector-Specific Insights - The brain-computer interface concept is gaining traction, with significant stock price increases in related companies, indicating a potential for substantial market growth in this area [6][28]. - The approval of 76 innovative drugs in China in 2025 set a historical record, with total transaction amounts exceeding 130 billion USD, highlighting the country's growing influence in the global pharmaceutical market [8][30]. - The technology sector, particularly in AI and semiconductor industries, is expected to continue its upward trajectory, supported by favorable policies and increasing foreign investment [1][24][15]. ETF Performance Overview - The Medical ETF (512170) recorded a trading volume of 11.66 billion yuan, a 211% increase from the previous trading day, reflecting strong investor interest in the healthcare sector [4][26]. - The Hong Kong Information Technology ETF (159131), focusing on the chip industry, rose by 3.63%, with a trading volume of 81.3 million yuan, indicating robust market activity in technology stocks [1][15]. Future Outlook - Analysts predict that the combination of domestic and international monetary policy easing will lead to continued net inflows of foreign and southbound capital, enhancing the profitability of Hong Kong-listed companies [1][24]. - The A-share market is expected to maintain its upward trend, driven by positive macroeconomic policies and a focus on technological innovation as a key driver for growth in 2026 [1][24].

迎来补涨行情？2026年第一个交易日（1月5日）重点布局国产AI产业链的科创人工智能ETF华宝 （589520）强势上攻，场内涨幅最高上探4.91%，收涨4.74%，收盘涨幅刷新去年8月以来的新高，盘中 最高价（0.620）再创去年10月以来的高点。值得关注的是，该ETF近7个交易日中，有6个交易日上 涨，日k线或已走出"上行台阶"。 | 序号 | 名称 | 液肤幅, | 两日图 | 申万一级行业 | 申万二级行业 | 甲万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 复目微电 | 12.59% | | 电子 | 新局体 | 数字芯片设计 | 5764Z | 27.78亿 | | 2 | 优刻得-W | 936% | wine | 计算机 | IT服务II | IT服务Ⅲ | 140Z | 22.15 亿 | | 3 | 福昕软件 | 8.84% | Must | 计算机 | 软件开发 | 横向通用软件 | 891Z | 5.874Z | | 4 | 思看科技 | 8.69% | 100 - 100 ...

迎来补涨行情？2026年第一个交易日（1月5日）重点布局国产AI产业链的科创人工智能ETF华宝 （589520）强势上攻，场内涨幅最高上探4.91%，收涨4.74%，收盘涨幅刷新去年8月以来的新高，盘中 最高价（0.620）再创去年10月以来的高点。值得关注的是，该ETF近7个交易日中，有6个交易日上 涨，日k线或已走出"上行台阶"。 | 序号 | 名称 | 所時代 | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 复目積电 | 12.59% | | 电子 | 未曾体 | 数字芯片设计 | 576亿 | 27.78亿 | | 2 | 优刻得-W | 9.36% | State No a | 计算机 | IT服务Ⅱ | IT服务Ⅲ | 140亿 | 22.154Z | | 3 | 福昕软件 | 8.84% | ac - proven | 计算机 | 软件开发 | 横向通用软件 | 89亿 | 5.87 亿 | | 4 | 思看科技 | 8.69% ...

新年开门红！1月5日，重点布局国产AI产业链的科创人工智能ETF华宝（589520）场内价格盘中大涨3%，近7个交易日中，有6个交易日上涨，日k线或已 走出"上行台阶"。 东吴证券表示，2026年将迎来国产算力与AI终端的全面共振。云端方面，国产GPU及AI ASIC产能释放，长鑫存储及先进制程扩产将惠及产业链。端侧方 面，AI眼镜等新终端开启创新元年，混合架构与架构优化推动场景落地。同时，3D DRAM作为关键存力将在多领域放量，高端PCB材料与芯片供电需求激 增，共同催化半导体及硬件产业链进入新一轮高景气周期。 值得关注的是，科创人工智能ETF（589520）标的指数均衡配置应用软件、终端应用、终端芯片、云端芯片四大环节，AI产业链正由云端向边缘侧发展，从 依赖海外技术向自主可控发展，科创人工智能方向契合AI产业链当下现状，或具备更大潜力。 【国产替代之光，科创自立自强】 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | 总市值 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | --- | --- ...

Group 1: Market Performance - The Huabao AI ETF (589520) experienced a significant increase of 3% on January 5, marking a strong start to the year, with 6 out of the last 7 trading days showing gains, indicating a potential upward trend [1][8] - Key constituent stocks such as Yookeda surged over 7%, while Lanke Technology and Tianzhun Technology rose nearly 7% and over 5% respectively, reflecting strong performance in the AI sector [3][11] Group 2: Industry Insights - The upcoming International Consumer Electronics Show (CES) from January 6 to 9 is expected to highlight major developments, including NVIDIA's potential entry into the AIPC market and advancements in AI glasses technology [5][10] - The Chinese government has announced a large-scale equipment update and consumer goods replacement policy for 2026, which includes AI glasses in the subsidy list, indicating strong policy support for this segment [5][10] Group 3: Investment Opportunities - The Huabao AI ETF focuses on the domestic AI industry chain, with a significant portion of its investments in semiconductors, which account for over half of its top holdings, suggesting a strong offensive strategy [6][12] - The ETF's index is designed to balance investments across application software, terminal applications, terminal chips, and cloud chips, aligning with the current trend of shifting from cloud to edge computing and promoting self-sufficiency in technology [12]