A股三大指数早盘集体下跌，截至午间收盘，沪指跌0.19%报3969.05点，深成指跌1.27%，创业板指跌 1.51%，北证50跌2.3%。沪深京三市半日成交额12311亿元，较上日缩量1674亿元，全市场超3600只个 股下跌。 盘面上，科创半导体、半导体设备材料上涨，中微公司涨超7%，科创半导体ETF鹏华、科创半导体 ETF、科创半导体设备ETF涨超2%；半导体设备ETF、半导体材料ETF、半导体设备ETF易方达、半导 体设备ETF、半导体设备ETF基金、半导体产业ETF涨超1%。 | લ્દેશને | 名称 | 当日涨跌幅 | 管理公司 | | --- | --- | --- | --- | | 589020.SH | 科创半导体ETF鹏华 | 2.30% | 腿花真金 | | 588170.SH | 科创学导体ETF | 2.15% | 花直音等 | | 588710.SH | 科创半导体设备ETF | 2.02% | 华泰柏瑞基金 | | 159516.SZ | 半导体设备ETF | 1.74% | 国泰县金 | | 562590.SH | 半导体材料ETF | 1.73% | 花直事等 | | ...

上证报中国证券网讯 11月4日，ETF午间收盘涨跌不一。上涨方面，科创半导体ETF鹏华（589020）涨 2.30%、科创半导体ETF（588170）涨2.15%、银行ETF指数基金（516210）涨2.15%、银行ETF易方达 （516310）涨2.14%。下跌方面，日经225ETF（513880）跌4.53%、中韩半导体ETF（513310）跌 4.34%、纳指生物科技ETF（513290）跌3.90%。 11月4日，ETF午间收盘涨跌不一。上涨方面，科创半导体ETF鹏华（589020）涨2.30%、科创半导体 ETF（588170）涨2.15%、银行ETF指数基金（516210）涨2.15%、银行ETF易方达（516310）涨 2.14%。下跌方面，日经225ETF（513880）跌4.53%、中韩半导体ETF（513310）跌4.34%、纳指生物科 技ETF（513290）跌3.90%。 | 什么样 | 名称 | 最新 | 涨幅% ↑ | | --- | --- | --- | --- | | 589020 | 材制半导体ETF服华 | 1.155 | 2.30 | | 588170 | 科创半导体E ...

A股三大指数早盘集体下跌，截至午盘，上证指数跌0.19%，深成指跌1.27%，创业板指跌1.51%， 北证50跌2.29%。沪深京三市半日成交额12311亿元，较上日缩量1674亿元。全市场超3600只个股下 跌。板块题材方面，福建、银行、保险、煤炭开采加工、电网设备、涨幅居前；贵金属、机器人、减肥 药、风电设备、电池板块跌幅居前。 日股微跌0.1%，日经225ETF跌4.53%，最新溢折率为7.63%。韩国股市回调，中韩半导体ETF跌 4.34%。黄金股继续走弱，黄金股票ETF跌3.14%。 （责任编辑：刘畅 ） 【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，半导体板块走强，科创半导体ETF鹏华、华夏基金科创半导体ETF和华泰柏瑞基金科创 半导体设备ETF分别涨2.3%、2.15%和2.02%。银行板块逆势上涨，华安基金银行ETF指数基金、银行 ETF易方达和银行ETF南方涨2%。部分跨境 ...

上证报中国证券网讯 11月4日，ETF午间收盘涨跌不一。上涨方面，科创半导体ETF鹏华（589020）涨 2.30%、科创半导体ETF（588170）涨2.15%、银行ETF指数基金（516210）涨2.15%、银行ETF易方达 （516310）涨2.14%。下跌方面，日经225ETF（513880）跌4.53%、中韩半导体ETF（513310）跌 4.34%、纳指生物科技ETF（513290）跌3.90%。 (相关资料图) 11月4日，ETF午间收盘涨跌不一。上涨方面，科创半导体ETF鹏华（589020）涨2.30%、科创半导体 ETF（588170）涨2.15%、银行ETF指数基金（516210）涨2.15%、银行ETF易方达（516310）涨 2.14%。下跌方面，日经225ETF（513880）跌4.53%、中韩半导体ETF（513310）跌4.34%、纳指生物科 技ETF（513290）跌3.90%。 ...

A股三大指数早盘集体下跌，截至午盘，上证指数跌0.63%，深成指跌0.62%，创业板指跌1.49%， 北证50涨3.43%。沪深京三市半日成交额15792亿元，较上日放量200亿元。全市场超3800只个股上涨。 板块题材方面，影视院线、AI语料、创新药、电池、海南自贸区、游戏板块涨幅居前；存储芯片、保 险、CPO、稀土永磁、煤炭开采加工、可控核聚变板块跌幅居前。 【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 AI硬件板块遭遇重挫，通信ETF、通信设备ETF和5G通信ETF均跌逾4%。半导体板块跟随走弱，科 创半导体ETF、科创半导体ETF鹏华同样跌4%。 （责任编辑：刘静 HZ010） ETF方面，创新药板块全面反攻，科创创新药ETF汇添富、科创创新药ETF国泰分别涨5.84%和 5.75%。港股创新药紧随其后，港股通创新药ETF工银、汇添富基金港股通创新药ETF和华泰柏瑞基金 恒生创新药ETF均涨超4 ...

Group 1 - The core viewpoint of the news highlights a significant advancement in the photolithography technology, which is crucial for the continuous miniaturization of integrated circuit chip manufacturing. A research team led by Professor Peng Hailin from Peking University has successfully utilized cryo-electron tomography to analyze the three-dimensional structure, interfacial distribution, and entanglement behavior of photoresist molecules in a liquid phase environment, leading to a new industrialization scheme that significantly reduces photolithography defects [1] - The current landscape of China's photoresist industry is characterized by a "multi-point blooming, tiered breakthrough" pattern, as noted by Changjiang Securities. The industry is supported by three main logics: continuous market expansion, vast potential for domestic substitution, and technological breakthroughs that address industrialization bottlenecks, alongside a dual drive from policy and demand, indicating the industry is entering a period of benefit release [1] - The Chinese photoresist industry is transitioning from a "technological breakthrough phase" to a "scale-up release phase" and a "profitability realization phase" [1] Group 2 - As of October 27, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) has surged by 3.80%, with notable increases in constituent stocks such as Aisen Co., Ltd. (688720) rising by 11.45%, Tuojing Technology (688072) by 6.57%, and Zhongwei Company (688012) by 5.36% [1] - The Penghua Sci-Tech Semiconductor ETF closely tracks the performance of the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, which includes listed companies involved in semiconductor materials and equipment [2] - As of September 30, 2025, the top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index account for 74.36% of the index, including companies like Zhongwei Company (688012) and Huahai Qingke (688120) [2]

Core Insights - The semiconductor sector is experiencing a strong upward trend, with the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) rising by 4.57% as of October 24, 2025 [1] - Key stocks such as ShenGong Co., Ltd. (688233) and Zhongju Semiconductor (688549) saw significant increases of 13.82% and 12.96%, respectively [1] - The Ministry of Science and Technology emphasized the ongoing development of artificial intelligence (AI) and high-performance computing chips, which is expected to drive demand for computing power and storage chips [1] Industry Summary - The Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index includes companies involved in semiconductor materials and equipment, reflecting the overall performance of these listed companies [1] - The top ten weighted stocks in the index account for 74.36% of the total index, indicating a concentrated market structure [2] - The anticipated growth in AI investments by domestic internet companies is expected to contribute to an upward cycle in the storage chip industry [1]

2、存储芯片方面：国内先进制程及存储产线长期产能规划乐观、明确，尤其是先进逻辑产能未来数倍级空间，有望成为国内扩产的核心增量所在。下半年 部分产线扩产有序落地，有望拉动设备厂商订单和板块情绪。 行业消息面上： 1、设备方面：以"芯启未来，智创生态"为主题的2025湾区半导体芯片展(湾芯展)，将于10月15日至17日在深圳福田会展中心举办，相关负责人公开确认， 本土半导体企业新凯来将参展，并会"给大家带来意想不到的惊喜"。此外，美方对国内半导体产业链的限制再升级，进一步锁死海外厂商对华销售，利好自 主可控。 机构指出，大国博弈愈烈，美对华核心科技限制"一鼓作气 再而衰 三而竭"，反倒中国通过稀土长臂管辖和对核心企业反垄断调查等方式掌握了阶段性的"战 略主动权"。加之关税效应明显边际递减。 在突发关税预期下，市场普遍认为前期涨幅较多的AI/国产化板块将承压，但从景气度、替代空间、超预期可能性等方面来看，自主可控+AI浪潮共振的强产 业趋势依旧是最好的布局方向。后续主要观察半导体核心环节的突破进展，以及国内AI产业链供需两侧的边际变化。 截至2025年10月13日 14:23，上证科创板半导体材料设备主题指数(95 ...

Group 1 - The semiconductor sector is experiencing a collective surge, with institutions indicating that semiconductor equipment should not be viewed merely as a rebound, as it is a core asset for AI [1] - The U.S. BIS sanctions on Chinese second-hand semiconductor equipment companies represent a significant marginal change, while China's anti-dumping investigation into U.S. analog chips indicates a shift away from negotiations, with domestic substitution becoming a major trend [1] - The establishment of the third phase of the National Integrated Circuit Industry Investment Fund (Big Fund) marks the beginning of new investments, with the first investment in Tuojing Technology [1] Group 2 - The advanced logic and advanced memory sectors are expected to see upward momentum by 2026, with Longsys' third phase expected to expand production significantly, targeting advanced process nodes and 3D DRAM [1] - The demand for equipment is driven by the AI wave, with significant year-to-date increases in stock prices for companies like LAM and KLA, which have risen by 70% and 58% respectively [2] - The A-share equipment sector is considered part of the AI investment category, with the semiconductor materials and equipment theme index on the STAR Market rising by 6.45% [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the STAR Market semiconductor materials and equipment theme index account for 71.5% of the index, including companies like Huahai Qingke and Zhongwei Company [3]

Group 1 - The ETF market showed mixed performance on the 24th, with the Sci-Tech Semiconductor Equipment ETF (588710) leading gains at 11.94% [2] - Other notable gainers included the Sci-Tech Semiconductor ETF Penghua (589020) at 11.70% and the Sci-Tech Semiconductor ETF (588170) at 10.81% [2] - The biggest decliner was the CSI 500 Value ETF (562330), which fell by 2.43%, followed by the Southeast Asia Technology ETF (513730) down 2.03% and the US 50 ETF (513850) down 1.31% [2] Group 2 - The total trading volume for ETFs reached 275.185 billion yuan, with stock ETFs accounting for 87.278 billion yuan, bond ETFs for 108.733 billion yuan, money market ETFs for 16.470 billion yuan, commodity ETFs for 3.564 billion yuan, and QDII ETFs for 41.899 billion yuan [2] - The highest trading volumes among non-money market ETFs were recorded for the China-Korea Chip ETF (513310) at 5.052 billion yuan, the Huaxia Shanghai Sci-Tech Innovation Board 50 ETF (588000) at 4.878 billion yuan, and the E Fund CSI Hong Kong Securities Investment Theme ETF (513090) at 4.783 billion yuan [2]