Workflow
通信设备ETF(159583)
icon
Search documents
5G基站净增显著,通信设备ETF(159583)盘中涨幅达3.69%
Mei Ri Jing Ji Xin Wen· 2025-10-16 12:39
今日市场震荡翻红,通信板块集体活跃,通信服务、通信设备等板块涨幅靠前,通信设备ETF (159583)盘中涨幅达3.69%,成分股中际旭创、中兴通讯均涨超5%,新易盛涨超3%。 通信设备ETF(159583)跟踪中证通信设备主题指数 (931271),其成分股中光模块龙头与算力 硬件企业占比极高,能精准映射光模块和算力产业的发展态势。没有场内账户的投资者可以通过联接基 金(A 类021933; C 类021934)关注投资机遇。 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 根据工信部数据,我国新型基础设施建设成效显著,累计建成5G基站459.8万个,比上年末净增 39.5万个,千兆端口数达3053.2万个,智能算力规模达788EFLOPS。全国"5G+工业互联网"建设项目超 过2万个,算力总规模位居全球第二。工信部表示,下一步将巩固5G网络优势,推进5G-A覆盖, ...
AI再度点燃市场,创业板人工智能 ETF 富国(159246)盘中涨幅达4.15%
Mei Ri Jing Ji Xin Wen· 2025-09-25 05:46
Group 1 - The AI sector is experiencing a strong performance, with significant gains in related ETFs, such as the ChiNext AI ETF, which rose by 4.15%, and the communication equipment ETF, which increased by 3.92% [1] - Alibaba Cloud announced a new global infrastructure plan, establishing cloud computing nodes in Brazil, France, and the Netherlands, while expanding existing data centers in Mexico and Japan to meet global AI and cloud computing demands [1] - Alibaba has revealed a long-term investment plan, committing to a three-year investment of 380 billion yuan in AI infrastructure, with a goal to increase the energy consumption scale of its global data centers by ten times by 2032 compared to 2022 [1] Group 2 - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, covering the entire AI industry chain, including hardware, software, and application sectors [2] - The index focuses on leading companies in communication equipment and optical modules, providing a comprehensive investment opportunity in the AI sector [2]
ETF收评:游戏ETF领涨4.38%
Nan Fang Du Shi Bao· 2025-09-15 09:39
Group 1 - The overall performance of ETFs on the 15th showed mixed results, with gaming ETFs leading the gains [2] - The gaming ETF (159869) increased by 4.38%, while the Huatai-PineBridge gaming ETF (516770) rose by 4.02%, and another gaming ETF (516010) gained 3.88% [2] - In contrast, the communication ETF (515880) experienced the largest decline at 1.75%, followed by the 5G50 ETF (159811) down 1.72%, and the communication equipment ETF (159583) falling 1.68% [2] Group 2 - The total trading volume of ETFs across the two markets reached 440.49 billion yuan, with stock ETFs accounting for 169.28 billion yuan, bond ETFs for 178.47 billion yuan, money market ETFs for 36.48 billion yuan, commodity ETFs for 5.14 billion yuan, and QDII ETFs for 51.12 billion yuan [2]
卫星移动通信业务牌照催化,通信设备ETF(159583)盘中涨幅达5.63%
Mei Ri Jing Ji Xin Wen· 2025-09-10 06:27
Group 1 - Major stock indices showed recovery today, with significant activity in the technology sector, particularly in communications, internet services, computer equipment, and data processing sectors [1] - The Communications Equipment ETF (159583) saw an intraday increase of 5.63%, while the AI ETF from the ChiNext (159246) rose by 5.43% [1] - Notably, the component stock of the Communications Equipment ETF, Dongfang Communication, reached its daily limit up [1] Group 2 - The Ministry of Industry and Information Technology recently granted China Unicom a license for satellite mobile communication services, allowing it to conduct direct satellite mobile services and enhance communication in emergency, maritime, and remote areas [1] - China Mobile is also actively applying for a satellite mobile communication business license from the Ministry [1] Group 3 - The Communications Equipment ETF (159583) tracks the CSI Communications Equipment Theme Index (931271), which has a high proportion of optical module leaders and computing hardware companies, accurately reflecting the development trends in the optical module and computing industries [1] - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]
A股回暖,科技领涨!创业板人工智能ETF富国(159246)盘中涨幅达4.09%
Mei Ri Jing Ji Xin Wen· 2025-09-05 04:45
Group 1 - Major technology sectors, including artificial intelligence, semiconductors, big data, and digital economy, are experiencing a strong rebound after a brief adjustment [1] - The ChiNext AI ETF (159246) saw an intraday increase of 4.09%, while the communication equipment ETF (159583) rose by 3.76% [1] - Notable stocks within the ChiNext AI ETF include Xinyisheng and Zhongji Xuchuang, both of which increased by over 6% [1] Group 2 - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" aims to promote higher-level intelligent innovation in AI terminals and encourage deep integration of intelligent agents with terminal products [1] - The ChiNext AI ETF (159246) tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, implementing a 20% daily price fluctuation limit [1] - The selected companies cover the entire AI industry chain, including hardware, software, and application services related to AI [1]
ETF收评:涨跌不一 新能源车电池ETF领跌9.97%
Nan Fang Du Shi Bao· 2025-09-02 08:14
Group 1 - The ETF market showed mixed performance on the 2nd, with the leading robot ETFs, Penghua (159278) rising by 2.30%, and E Fund (159530) increasing by 2.22% [2] - The worst performer was the new energy vehicle battery ETF (159775), which fell by 9.97%, followed by the communication equipment ETF (159583) down 6.45%, and the ChiNext AI ETF from Guotai (159388) dropping 6.21% [2] - The total trading volume for ETFs reached 508.206 billion yuan, with stock ETFs accounting for 212.972 billion yuan, bond ETFs for 195.430 billion yuan, money market ETFs for 29.550 billion yuan, commodity ETFs for 9.605 billion yuan, and QDII ETFs for 60.650 billion yuan [2] Group 2 - The highest trading volumes among non-money market ETFs were seen in the Guangfa CSI Hong Kong Innovative Medicine QDII ETF (513120) at 14.267 billion yuan, E Fund CSI Hong Kong Securities Investment Theme ETF (513090) at 12.584 billion yuan, and E Fund ChiNext ETF (159915) at 8.644 billion yuan [2]
AI概念集体上攻,通信设备ETF(159583)盘中涨幅达5.69%
Mei Ri Jing Ji Xin Wen· 2025-09-01 06:16
Group 1 - The technology sector continues to show strength, with significant performance in chips, AI, big data, and the internet, as evidenced by the communication equipment ETF (159583) rising by 5.69% and the AI ETF (159246) increasing by 5.36% [1] - Alibaba's Q1 FY2026 financial report reveals a record high capital expenditure of 38.6 billion yuan in AI and cloud investments, alongside the development of a new AI chip aimed at filling the market gap left by Nvidia in China, currently in the testing phase [1] - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), with a high proportion of component stocks in optical modules and computing hardware, reflecting the development trends in these industries [1] Group 2 - The AI ETF (159246) tracks the ChiNext AI Index, which selects 50 companies from the ChiNext board, covering various AI-related fields such as computing and network equipment, data and software services, and application scenarios, with a 20% daily price limit [2] - Investors can also explore investment opportunities through linked funds associated with both the communication equipment ETF and the AI ETF [1][2]
行业ETF风向标丨多只CPO概念股创新高,通信ETF半日成交超10亿元
Sou Hu Cai Jing· 2025-08-28 05:45
Core Viewpoint - The communication equipment sector is experiencing strong performance, driven by the CPO concept, with significant gains in related ETFs [1][3]. Group 1: ETF Performance - The Communication ETF (515880) saw a half-day increase of 4.49%, with a trading volume of 1.165 billion yuan and a total size of 3.042 billion units [1][3]. - The Communication Equipment ETF (159583) recorded a half-day increase of 4.47%, with a trading volume of 139 million yuan and a total size of 237 million units [5][7]. - Other related ETFs also showed positive performance, with the 5G Communication ETF (515050) increasing by 3.82% [2][5]. Group 2: Index Composition - The CSI Communication Equipment Index, which the Communication ETF (515880) tracks, includes major 5G concept stocks and has shown strong historical performance [3][5]. - The CSI Communication Equipment Theme Index, tracked by the Communication Equipment ETF (159583), consists of 50 companies involved in communication equipment manufacturing and services [5][7]. - The major weight stocks in the CSI Communication Equipment Index include companies like NewEase (18.47%) and Zhongji Xuchuang (17.45%) [4][6]. Group 3: Investment Logic - The "5G + Industrial Internet" initiative highlights the importance of industrial 5G terminal devices, which facilitate high-speed, low-latency data transmission for factory operations [3]. - The communication equipment sector is expected to benefit from advancements in technology and increased demand for 5G infrastructure [3][5].
AI+行动意见出台,光模块拉升!通信设备ETF(159583)盘中涨幅达4.95%
Mei Ri Jing Ji Xin Wen· 2025-08-27 04:52
Group 1 - The technology sector continues to perform well, with communication-related stocks leading the gains, particularly in AI chips, storage chips, and communication equipment [1] - The Communication Equipment ETF (159583) saw an intraday increase of 4.95%, while the Sci-Tech Chip ETF (588810) rose by 2.90% [1] - Notable performers within the Communication Equipment ETF include New Yisheng, which surged over 12%, and Cambridge Technology, which hit the daily limit, while Zhongji Xuchuang increased by over 7% [1] Group 2 - The State Council issued an opinion on the "Artificial Intelligence +" initiative, aiming for deep integration of AI with six key sectors by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents [1] - Several leading AI companies reported better-than-expected earnings, with Cambrian's revenue for the first half reaching 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, successfully turning a profit [1] - Zhongji Xuchuang reported a revenue of 14.789 billion yuan for the first half, a growth of 36.95%, and a net profit of 3.995 billion yuan, reflecting a growth of 69.40% [1] Group 3 - The Communication Equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction [1] - The index heavily features leading companies in optical modules and computing hardware, accurately reflecting the development trends in the optical module and computing industries [1] - Investors without market accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]
科技股扛起领涨大旗!通信设备ETF(159583)盘中涨幅达6.48%
Mei Ri Jing Ji Xin Wen· 2025-08-25 08:08
Group 1 - The technology sector continues to lead the market, with significant gains in concepts like big data and "East Data West Computing," as evidenced by the communication equipment ETF (159583) rising by 6.48%, the Xinchuang ETF (159538) by 5.05%, and the big data ETF (515400) by 3.51% [1] - The Ministry of Industry and Information Technology announced that the Chinese computing power platform has successfully integrated with sub-platforms in 10 provinces, achieving comprehensive connectivity across "platform, entities, resources, ecology, and scenarios" [1] - High-tech manufacturing is showing positive growth, with a year-on-year increase of 9.5% in the added value of high-tech manufacturing from January to July, particularly in the electronic and communication equipment manufacturing sector, which grew by 12.8% [1] Group 2 - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction, indicating a strong representation of optical module leaders and computing hardware companies [2] - Investors without a market account can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [2]