10月9日早盘，A股高开高走，上证指数站上3900点，为2015年8月以来首次。盘面上，黄金、可控核聚 变、有色、芯片等方向领涨，旅游、房地产、影视、保险等板块下挫。热门ETF方面，科创创业50ETF （159783）涨超3%，持仓股中，沪硅产业、拓荆科技、江波龙、中微公司、澜起科技等领涨。 中泰证券观点认为，节前市场的稳健表现，说明A股多头资金信心较强，假期全球股市普涨带来补涨空 间。展望四季度，科技主线短期虽受美国关税扰动及地缘风险情绪影响，但整体风险可控。科技板块内 部预计将呈现"高位震荡—中游切换—下游扩散"的轮动格局，主线仍以人工智能、芯片、机器人等"新 质生产力"相关方向为核心。 如何参与"双创20CM"潜在行情？公开信息显示，科创创业50ETF（159783）跟踪中证科创创业50指 数。该指数是在"创业板"+"科创板"中"优中选优"了50只市值最大、科技属性纯正的龙头公司。该指数 集合了科创板和创业板的优势，选取了具备高科技属性的科创板标的和成长性、盈利性较好的创业板标 的。没有科创板/创业板账户的投资者或可通过科创创业50ETF（159783）布局科创板+创业板核心资产 （场外联接A/C：01 ...

每日经济新闻 （责任编辑：张晓波 ） 【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 9月26日早盘，A股三大指数集体下跌。盘面上，游戏、液冷服务器、机器人、铜缆高速连接等方 向跌幅居前。热门ETF方面，科创创业50ETF（159783）跟随指数下行，持仓股中，蓝思科技、润泽科 技、三环集团、传音控股等领跌，晶合集成逆势大涨18%；聚焦算力的云计算50ETF（516630）早盘重 挫，一度跌超2.5%，现跌幅有所收窄，持仓股个股多数下跌，神州泰岳、曙光数创、云天励飞、用友 网络、紫光股份、润泽科技、拓维信息等领跌。 广发证券此前表示，未来成长有望继续占优。景气层面，A股有望迎来新一轮的成长占优周期，科 创创业板与沪深300盈利增速差有望震荡上行；信用的预期上，价值板块还需要看到更大幅度的广义财 政发力；货币层面，中美利率共振下行，对成长更有利；相对估值方面，成长板块更具吸引力。 银河证券指出，AI产业投资 ...

Group 1 - A-shares experienced a collective rise on September 1, with solid-state battery concepts continuing to show strength, and logistics sectors gaining momentum [1] - The newly launched MG4 model by SAIC MG, featuring the world's first mass-produced semi-solid-state battery, is priced starting at 68,800 yuan, with the semi-solid version at 102,800 yuan [1] - The MG4 model achieved over 10,000 pre-orders within 39 minutes and 37 seconds of its launch [1] Group 2 - The Science and Innovation 50 ETF (159783) tracks the CSI Science and Innovation 50 Index, which selects 50 leading companies with the largest market capitalization and strong technology attributes from the ChiNext and STAR Market [2] - This index combines the advantages of both the STAR Market and ChiNext, focusing on high-tech attributes and growth potential [2] - Investors without access to the STAR Market or ChiNext can use the Science and Innovation 50 ETF (159783) to gain exposure to core assets in these markets [2]

Group 1 - The ChiNext Index rose over 1.5% on August 29, with the lithium battery sector continuing its strong performance, while sectors like GPU, servers, IDC computing leasing, and CPO optical modules faced significant declines [1] - The recent hot topic, the Sci-Tech Innovation 50 ETF (159783), saw a drop of over 0.5%, with mixed performance among its constituent stocks, including significant declines in companies like Cambricon, Shanghai Semei, Loongson Technology, and others, while companies like Siengda Intelligent, CATL, and others saw notable gains [1] - Huatai Securities indicated that A-shares remain relatively undervalued globally, suggesting potential for significant appreciation based on metrics like market capitalization to GDP ratio [1] Group 2 - Huabao Securities reported that current market sentiment remains high, with an influx of new capital continuing, supporting the "deposit migration" logic, and the profit-making effect is expanding [2] - It is expected that A-shares will continue a trend of oscillating upward unless there is policy intervention, with a recommendation to maintain a balanced allocation focusing on mid to large-cap and leading companies [2] - The report emphasizes a positive outlook on technology growth styles amidst increasing economic uncertainty, suggesting attention to sectors like technology, new energy, cyclical (including military and rare earth), pharmaceuticals, and high-dividend stocks for rotation and rebound opportunities [2]

Group 1 - A-shares experienced a rebound with the ChiNext index rising over 2%, driven by sectors such as liquid-cooled servers and CPO optical modules [1] - The ChiNext 50 ETF (159783) saw a significant increase, with holdings like Tianfu Communication and SMIC leading the gains, and SMIC's stock price rising over 14% [1] - The average P/E ratio of the Shanghai Composite and ChiNext indices is at the median level of the past three years, indicating a suitable environment for medium to long-term investments [1] Group 2 - The People's Bank of China conducted a 600 billion MLF operation to maintain ample liquidity, while household savings are increasingly flowing into the capital market, providing a continuous source of incremental funds [1] - The overall profit growth forecast for A-share listed companies is expected to turn positive by 2025, ending a four-year decline, with significant profit elasticity in the technology innovation sector [1] - The Federal Reserve's signals of potential interest rate cuts and a weaker dollar are expected to facilitate foreign capital inflow into A-shares, supporting a stable upward trend in the market [2]

Group 1 - The core viewpoint indicates that the A-share market is experiencing an upward trend, driven by a significant recovery in investor risk appetite and increased trading volume, with a notable focus on sectors like AI and technology [1] - The CPO optical module, AI, liquid cooling servers, and rare earth permanent magnets are leading the market gains, with the ChiNext 50 ETF (159783) rising over 4%, and stocks like Cambrian Technology seeing a price surge [1] - Cambrian Technology reported a revenue of 2.881 billion (up 4348% year-on-year) and a net profit of 1.038 billion, marking a turnaround from losses [1] Group 2 - Ping An Securities suggests that the market's risk appetite is likely to remain, supported by positive factors from the industrial side and improved global liquidity expectations, despite high valuations of major indices [2] - The report emphasizes three main investment lines: technology growth driven by domestic and international demand, sectors expected to improve such as new energy and traditional cycles, and financial sectors benefiting from increased market activity [2] - The ChiNext 50 ETF (159783) tracks the top 50 companies with significant technology attributes from the ChiNext and Sci-Tech Innovation Board, providing a way for investors to access core assets in these markets [2]

每日经济新闻 （责任编辑：董萍萍 ） 【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 8月25日早盘，科创50、科创创业50、科创100等主流指数大幅领跑A股，通信、有色金属、房地产 等行业板块涨幅居前，稀土、GPU、光模块CPO、光通信、AI算力等概念板块强势上涨。近期热度较高 的科创创业50ETF（159783）跟随指数强势上扬，持仓股中，大全能源、海光信息、盛美上海、中际旭 创、三一重能、寒武纪等涨幅居前。 主动外资开始回流中国资产。国泰海通在近期研报中指出，本期（截至08/20）发达市场主动/被动 资金净流动-54.7亿/62.1亿美元，新兴市场主动/被动资金净流动-0.3/20.9亿美元。仅外资口径看，本期外 资主要流入美国（+48.9亿美元）和中国（+22.0亿元），含各国内资的全球整体流动看，中国/法国获流 入居前，日本/美国流出居前。我们近期持续提示，8月以来主动型外资对中国资产的态度转变 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the A-share market, particularly in the technology sector, driven by the rise of AI and related industries [1][3] - The Sci-Tech Innovation 50 ETF (159783) has seen significant gains, with a peak increase of over 3%, and notable stocks such as Haiguang Information and Cambrian experiencing substantial price increases [1] - The report from Zheshang Securities emphasizes the rapid development of domestic AI and the increasing demand for computing power, predicting a new wave of AI advancements with the release of domestic large models in early 2025 [1] Group 2 - The Sci-Tech Innovation 50 Index selects 50 leading companies with the largest market capitalization and strong technological attributes from the ChiNext and Sci-Tech Innovation Board, providing a diversified investment opportunity for those without direct access to these markets [2]

Group 1 - A-shares indices collectively rose in the afternoon of August 21, with significant movements in sectors such as liquid cooling servers, copper-clad laminates, circuit boards, and optical communications [1] - The recent surge in trading volume, exceeding 2.8 trillion yuan on August 18, indicates potential short-term volatility, although the overall valuation remains reasonable [1] - The China International Capital Corporation (CICC) highlighted that the current market performance is driven by capital inflow, earnings support, and a decrease in external risks, suggesting a favorable environment for small-cap and growth styles [2] Group 2 - The CICC recommends focusing on sectors with strong performance since June, particularly in AI/computing, innovative pharmaceuticals, and non-ferrous metals, which are expected to benefit from industry upgrades [2] - The brokerage and insurance sectors are anticipated to show high earnings elasticity due to increased retail investor participation [2] - The "dual innovation" potential market is represented by the Science and Innovation 50 ETF (159783), which tracks the top 50 companies in the Science and Innovation Board and the Growth Enterprise Market, providing a way for investors to access core assets in these sectors [2]

Group 1 - The A-share market is experiencing a "slow bull" new cycle driven by institutional reforms, optimized capital structure, and economic momentum transformation [1] - The recent performance of the ChiNext index shows a decline, particularly in AI hardware sectors such as liquid-cooled servers and PCB [1] - The Huaxi Securities report emphasizes that the improvement in investor return mechanisms is a fundamental basis for sustaining the "slow bull" market [1] Group 2 - The Science and Technology Innovation Board (STAR Market) indices, represented by the Sci-Tech 100 and Sci-Tech 200, have shown significant gains since June [2] - Nearly half of the companies on the STAR Market are signaling a reversal, indicating a bottoming out of profits since the second half of 2024 [2] - The Sci-Tech Innovation 50 ETF (159783) tracks the top 50 companies with the largest market capitalization and pure technology attributes from both the ChiNext and STAR Market [2]