市场全天震荡走高，沪指涨1.5%、站上3800点，深成指涨2.1%，创业板指涨3.4%，科创板50涨超8%创近3年新高，个股涨多跌少，市场热点集中在算力和 芯片方向，半导体、CPO、证券、算力等板块涨幅居前，燃气、钢铁、银行、乳业等板块跌幅居前。 宽基指数全线上涨，科创板相关指数强势"霸榜"，科创板50指数、科创创业指数、科创综指分别上涨8.6%、6.6%和5.3%，科创板50ETF（588080）全天成交 额超30亿元。 行业主题指数方面，受芯片、算力概念股爆发影响，科创芯片指数涨超10%，科创人工智能指数、中证人工智能主题指数等涨幅靠前，科创人工智能ETF （588730）、人工智能ETF（159819）等相关产品受市场关注。 每日经济新闻 有分析表示，在H20及DeepSeek系列模型有望采用国产AI芯片等催化下，国产AI算力逻辑持续强化，叠加2025–2026年AI芯片产能预计迎来边际改善，国产 算力产业链景气度有望进一步提升。 兴业证券指出，从滚动收益差、成交占比、拥挤度等指标来看，AI板块尚未来到过热区间，AI行情有望向更多AI+领域扩散。 | | | 8月22日指数涨跌幅榜 | | | | | ...

每日经济新闻 华安证券表示，配置上仍然聚焦进攻性方向，包括弹性最大的成长科技和业绩支撑板块：一是成长科技包括AI、机器人；二是景气或业绩支撑如稀土永 磁、贵金属、工程机械、摩托车、农化制品。 | | | 8月20日指数涨跌幅榜 | | | | | --- | --- | --- | --- | --- | --- | | | | 指数简称 | 单日涨跌幅 | 近5日涨跌幅 | 近5年估值分 | | 電電清散 | 单日涨跌幅前三 | 科创板50 | | | | | | | 科创100 | 3.23% 2.17% | 6.54% 5.44% | 99.5% 43.6% | | | | 科创综指 | 1.84% | 4.96% | 92.9% | | | 单日涨跌幅后三 | 创业200 | -0.19% | 3.86% | 99.8% | | | | 东证指数 | -0.57% | 0.23% | 77.0% | | | | 日经225 | -1.51% | -0.89% | -- | | 行业主题指数 | 单日涨跌幅前三 | 科创芯片设计 | 5.07% | 10.68% | --- | | | | 科创芯片 | ...

科创板50指数由科创板中市值大、流动性好的50只股票组成，"硬科技"龙头特征显著，半导体占比超 60%，与医疗器械、软件开发、光伏设备行业合计占比超75%。跟踪该指数的科创板50ETF（588080） 管理费率仅为0.15%/年，可助力投资者低成本布局科技板块。 （文章来源：每日经济新闻） 截至14:29，科创板50指数上涨2.9%，成份股中，芯原股份20%涨停，寒武纪-U涨超7%，华海清科涨超 5%，科创板50ETF（588080）盘中成交额突破10亿元。 华福证券认为，全球半导体材料市场持续扩张，国产半导体材料国产化率预计同步提升，国内半导体材 料迎来良好投资窗口期。 ...

Market Overview - The A-share market experienced fluctuations in the morning session, with over 3,200 stocks rising. Key sectors such as liquor, innovative pharmaceuticals, and Huawei HiSilicon concepts saw gains, while insurance and military equipment sectors adjusted [1] - The Hang Seng Index rebounded after hitting a low, with the internet sector leading the gains. By midday, the CSI A500 Index rose by 0.2%, the CSI 300 Index increased by 0.1%, the ChiNext Index went up by 0.4%, the STAR Market 50 Index decreased by 0.01%, and the Hang Seng China Enterprises Index rose by 0.1% [1] Index Performance - The CSI 300 Index, composed of 300 large and liquid stocks from the Shanghai and Shenzhen markets, had a rolling P/E ratio of 13.5 times, with a valuation percentile of 57.4% since its inception in 2005. It recorded a slight increase of 0.1% by midday [2] - The CSI A500 Index, which includes 500 stocks with good liquidity across various industries, had a rolling P/E ratio of 15.7 times and a valuation percentile of 60.8% since its launch in 2004. It rose by 0.2% [2] - The ChiNext Index, tracking 100 large and liquid stocks in the ChiNext market, had a rolling P/E ratio of 37.1 times and a valuation percentile of 25.8% since its inception in 2010, increasing by 0.4% [2] - The STAR Market 50 Index, consisting of 50 large and liquid stocks from the STAR Market, had a rolling P/E ratio of 149.6 times, with a valuation percentile of 99.8% since its launch in 2020, showing a slight decrease of 0.0% [2] Hang Seng China Enterprises Index - The Hang Seng China Enterprises Index, which includes 50 large and actively traded stocks of mainland Chinese companies listed in Hong Kong, had a rolling P/E ratio of 13.5 times and a valuation percentile of 63.5% since its inception in 2002, increasing by 0.1% by midday [3]

Market Overview - The Shanghai Composite Index experienced fluctuations in the morning session, briefly surpassing 3700 points, with a total market turnover of 1.4 trillion yuan [1] - The CSI 300 Index rose by 0.5% and the ChiNext Index fell by 0.2% by midday [1] - The CSI A500 Index increased by 0.3%, while the STAR Market 50 Index saw a significant rise of 1.8% [1] Sector Performance - Digital currency and large financial sectors showed upward movement, while military equipment and CPO sectors underwent adjustments [1] - The pharmaceutical sector in Hong Kong demonstrated strength amid market fluctuations [1] Fund Flows - According to Wind data, the CSI 300 Index-related ETFs saw a net inflow of 1.1 billion yuan yesterday, with the E Fund CSI 300 ETF (510310) attracting nearly 400 million yuan, ranking among the top in its category [1]

Group 1 - The A-share market experienced an increase last week, with gold-related ETFs leading the gains, and the robotics sector also showing significant growth [1][4] - The A500 ETF from E Fund (159361) and the Sci-Tech 50 ETF (588080) were among the most actively traded ETFs, with a total trading volume of nearly 120 billion yuan [2][6] - The Hong Kong stock market saw substantial capital inflow into the technology sector, indicating a bullish sentiment towards Hong Kong stocks [3][9] Group 2 - Gold-related ETFs had the highest weekly growth, with several products increasing by over 8%, including the Gold Stock ETF (159562) which rose by 9.05% [5][4] - The trading volume for the Hong Kong Securities ETF (513090) exceeded 62 billion yuan, maintaining its position as the top traded equity ETF for five consecutive weeks [8] - The Hong Kong Innovation Drug ETF (159316) is the only product tracking the newly revised Hong Kong Stock Connect Innovation Drug Index, which will have a 100% purity after the removal of five CXO companies [7] Group 3 - The market is expected to continue structural opportunities, supported by a stable economic recovery and policy measures aimed at boosting fiscal spending and major project construction [11] - The Growth ETF (159259) is set to launch, focusing on A-share growth stocks, providing investors with an easy way to access quality growth assets [12]

截至收盘，科创100指数上涨1.6%，科创综指上涨1.5%，上证科创板成长指数上涨1.3%，上证科创板50成份指数上涨1.2%。 力设备、计算机行业合计占比超 80%,其中电子、医药生物行业占 比较高 科创综指ETF易方达 跟踪上证科创板综合指数 该指数由科创板全市场证券组成, 全面覆盖大、中、小盘风格,聚焦 人工智能、半导体、新能源、创新 药等核心前沿产业,覆盖科创板上 市的全部17个一级行业,兼具高成 长性与风险分散特征 令日 该指数污 1 - 6 今日 该指数消 1. 5 科创成长50ETF 跟踪上证科创板成长指数 该指数由科创板中营业收入与净利 润等业绩指标增长率较高的50只股 票组成,成长风格突出,业绩高增 长行业占比高,电子、医药生物行 .II, 人 _ 每日经济新闻 ...

本周A股回调，板块题材上，创新药、CRO、影视院线等板块涨幅居前，小金属、煤炭、稀土永磁等板 块跌幅居前；港股走弱 ，科技股持续调整，医药板块逆势上涨。指数方面，沪深300指数下跌1.8%，中 证A500指数下跌1.6%，创业板指数下跌0.7%，上证科创板50成份指数下跌1.7%，恒生中国企业指数下 跌3.8%。 | | 沪深300指数 / 中证A500指数 | | 创业板 | 上证科创板 | 恒生中国 | | --- | --- | --- | --- | --- | --- | | | | | 指数 | 50成份指数 | 企业指数 | | 指数分类 | A股大盘宽基 | | 创业板 | 科创板 | 港股 | | | | | 大盘宽基 | 大盘宽基 | 大盘宽基 | | 本周涨跌幅 | -1.8% | -1.6% | -0. 7% | -1.7% | -3 8% | | 指数滚动 | 13.2倍 | 15. 3倍 | 33.7倍 | 144.6倍 | 10. 2倍 | | 市盈率 | | | | | | | 滚动市盈率 分位 | 52. 2% | 55. 5% | 17.5% | 99. 3% | 62. ...

Market Overview - A-shares experienced fluctuations in the morning session, with sectors such as AI, liquid cooling servers, and assisted reproduction rising, while steel and coal sectors adjusted [1] - The Hong Kong stock market showed mixed performance, with the internet sector strengthening [1] Index Performance - The CSI 300 Index fell by 1.1% to a rolling P/E ratio of 13.4 times, with a valuation percentile of 55.0% since its inception in 2005 [2] - The CSI A500 Index decreased by 0.9%, with a rolling P/E ratio of 15.5 times and a valuation percentile of 58.2% since its inception in 2004 [2] - The ChiNext Index rose by 0.4%, with a rolling P/E ratio of 35.1 times and a valuation percentile of 20.4% since its inception in 2010 [2] - The STAR Market 50 Index increased by 0.1%, with a rolling P/E ratio of 146.1 times and a valuation percentile of 99.5% since its inception in 2020 [2] - The Hang Seng China Enterprises Index fell by 1.0%, with a rolling P/E ratio and valuation percentile not specified [2]

截至午间收盘，上证科创板成长指数上涨1.8%，科创100指数上涨1.1%，科创综指上涨0.7%，上证 科创板50成分指数上涨0.1%。 【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 每日经济新闻 | 科创板系列指数基本情况跟踪 (2025年7月31日) | | | | | --- | --- | --- | --- | | 科创板50ETF 1 | | | 588080 | | 跟踪上证科创板50成份指数 | | | | | 该指数由科创板中市值大、流动性 | 截至午间收盘 | 该指数 | 该指数自2020年 | | 好的50只股票组成,"硬科技"龙 | 该指数涨跌 | 凝可市留学 | 发布以来估值分位 | | 头特征显著,半导体占比超60%, | | | | | 与医疗器械、软件开发、光伏设备 | 0.1% | 146. 1倍 | 99. 5% | | 行业合计占比超75% | | | | | 科创1 ...