（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，卫星航天板块再掀涨停潮，卫星ETF鹏华、卫星ETF易方达涨8%，卫星ETF广发和富国 基金卫星ETF涨7.7%。银华基金中证500价值ETF尾盘异动上涨7.5%，最新溢折率为4.4%。金融股全线 上攻，香港证券ETF易方达、金融科技ETF华夏分别涨5.93%、4.85%。有色板块继续狂欢，有色矿业 ETF招商、鹏华基金有色ETF基金、万家基金工业有色ETF分别涨4.43%、4.4%和4.36%。 银行板块走低，银行AH优选ETF跌1.7%。标普生物科技ETF和纳指生物科技ETF分别跌2%和 1.5%。CPO板块回调，通信ETF跌0.35%。 A股今日延续涨势，截至收盘，沪指涨1.5%录得13连阳，深成指涨1.4%，创业板指涨0.75%，北证 50指数涨1.82%，沪深京三市成交额28322亿元，较上日放量2650亿元，三市超 ...

| 代码 | 名称 | 最新 | 涨幅% ↑ | | --- | --- | --- | --- | | 517900 | 银行AH优选ETF | 1.498 | -2.22 | | 159502 | 标普生物科技ETF | 1.302 | -2.11 | | 513290 | 纳指生物科技ETF | 1.534 | -1.60 | | 515880 | 通信ETF | 3.096 | -1.50 | | 159994 | 5GETF | 1.888 | -1.10 | | 159363 | 创业板人工智能ETF华宝 | 1.009 | -1.08 | 上证报中国证券网讯 1月6日，ETF午间收盘涨跌不一，香港证券ETF易方达（513090）领涨4.46%，有 色矿业ETF招商（159690）涨4.43%，工业有色ETF（560860）涨4.42%，银行AH优选ETF（517900）领 跌2.22%，标普生物科技ETF（159502）跌2.11%，纳指生物科技ETF（513290）跌1.6%。 | 代码 | 名称 | 最新 | 涨幅% ↓ | | --- | --- | --- | --- | | 51309 ...

银行板块走低，银行AH优选ETF跌2.22%。标普生物科技ETF和纳指生物科技ETF分别跌2%和 1.6%。CPO板块回调，通信ETF、5GETF分别跌1.5%和1.1%。 （责任编辑：郭健东 ） 【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 A股三大指数早盘涨跌不一，截至午盘，沪指涨1.14%，突破前高，再创10年来新高，深成指涨 0.81%，创业板指跌0.04%，北证50指数涨0.86%，沪深京三市半日成交额17961亿元，较上日放量1472 亿元。全市场超3600只个股上涨。板块题材上，脑机接口、化学化工、有色金属、保险、证券、半导 体、光伏设备板块涨幅居前；CPO、铜缆高速连接等AI硬件股表现落后。 ETF方面，金融股全线上攻，香港证券ETF易方达、广发基金港股通非银ETF分别涨4.46%、 3.97%。有色板块继续狂欢，有色矿业ETF招商、万家基金工业有色ETF分别涨4.43%和4.42%。半 ...

（文章来源：每日经济新闻） 通信ETF（515880）规模同类第一，截至12月22日，通信ETF光模块含量占比超过48%，服务器含量近 20%，叠加光纤、铜连接等成分，核心环节成分占比超过77%，代表了海外算力的基本面底气。 申万宏源证券指出，2026年通信行业将围绕"AI主线多维强化，国产趋势纵深推进"展开。海外AI算力网 络正从Scale out向Scale up演进，以太网化、开放化生态成为重要增量，光通信、铜连接、电力电源、 液冷等方向受益。光通信产业链以光模块为原点延伸，2026年硅光方案将高速爆发，CPO网络导入起 步，景气度扩散至线缆、OCS等环节。光电混合趋势明确，算网光连接、新材料等成为AI通信渗透方 向。国产化方面，芯、云、网、端四大环节加速推进，本土算力基建（AIDC）供需改善显著，液冷电 源等景气度提升。 ...

A股震荡之际，ETF市场却逆势"吸金"。 Wind数据显示，截至2025年12月15日，全市场ETF总规模已达5.78万亿元，较年初暴涨超2万亿元。尤其是市场调整期，资金借道ETF抄底的迹象更明显，仅 11月21日大跌当天，就有近358亿元资金涌入。这些被视为"聪明钱"的资金，流向从来都藏着市场的真实信号。 普通人别再盲目跟风炒股，看懂ETF的资金流向，就能找准未来的投资方向。这3个核心流向，值得重点关注。 先搞懂：为啥聪明钱偏爱ETF？ 关键在于ETF的"天然优势"。 即便部分赛道回调，聪明钱仍在"越跌越买"。 最典型的是科技相关赛道。嘉实上证科创板芯片ETF、华夏中证机器人ETF四季度以来净申购均超44亿元，哪怕同期跌幅超14%，资金依然坚定入场。通信 ETF更是表现亮眼，截至12月5日规模达120.56亿元，其中光模块成分占比超54%，紧扣人工智能算力发展的核心需求。 跨境科技赛道也备受青睐。港股通互联网、港股通创新药、港股通科技等ETF规模均增长超100亿元。随着港股通机制优化，这些高增长科技板块的吸引力 持续提升，成为聪明钱全球化布局的重要方向。 流向三：防御性品种受青睐，震荡市求稳是核心 它透明度 ...

Core Viewpoint - The public fund industry has witnessed a record-breaking annual return, with Yongying Technology Smart Selection achieving a total return of 233.29%, surpassing the previous record held by Wang Yawei for 18 years [1][6]. Group 1: Fund Performance - Yongying Technology Smart Selection, managed by Ren Jie, secured the top position in the 2025 public fund rankings with a return of 233.29% [3][6]. - The second place was taken by Zhonghang Opportunity Navigation, managed by Han Hao, with a return of 168.92% [3][4]. - The third place was claimed by Hongtu Innovation Emerging Industry, managed by Liao Xinghao, with a return of 148.64% [3][4]. - A total of 90 funds achieved returns exceeding 100% in 2025, with 75 of these being actively managed equity funds, indicating a highly competitive environment [9]. Group 2: Market Trends - The A-share market saw all major indices rise, with the Shanghai Composite Index increasing by 18.41% and the ChiNext Index leading with nearly 50% annual growth [2]. - The total market capitalization of A-shares reached a new high of nearly 109 trillion yuan [2]. - Various sectors experienced active market trends, with robotics, innovative pharmaceuticals, and hard technology sectors leading the charge [2]. Group 3: Fund Management Insights - The success of Yongying Technology Smart Selection is attributed to its concentrated holdings in high-performing sectors, particularly in CPO, with top ten holdings accounting for 73.25% of the fund's net value [8]. - The fund's top four holdings saw significant gains, with the first holding, Xinyi Sheng, increasing by 187.96% in the fourth quarter [8]. - The active management capabilities of funds have allowed them to outperform passive index products in a volatile market [3]. Group 4: ETF Market Developments - The ETF market in China reached a total scale of 6.03 trillion yuan in 2025, marking a significant increase from 3.73 trillion yuan at the beginning of the year [10]. - The top-performing ETFs included the Guotai Communication ETF with a return of 125.81% and the Guotai Communication Equipment ETF with 121.37% [10][14]. - Gold-themed ETFs also performed well, with several funds achieving returns exceeding 90% [12]. Group 5: Fixed Income + Fund Growth - The "Fixed Income +" strategy saw substantial growth, with the total scale of related funds reaching 2.52 trillion yuan, a 50% increase from the end of 2024 [15]. - The median return for fixed income + funds in 2025 was 10.2%, with the top performer, Southern Changyuan Convertible Bond, achieving a return of 48.77% [16][18].

（原标题：2025年最牛ETF榜单来了！6只ETF收益率翻倍） 2025年最牛ETF榜单来了！通信ETF涨幅125.81%夺得年内ETF涨幅榜冠军；通信设备ETF涨幅 121.37%，摘下亚军；矿业ETF涨幅106.11%，拿下季军；创业板人工智能ETF华宝、有色矿业ETF招 商、工业有色ETF年内均翻倍；有色金属ETF、黄金股ETF等15只ETF年内涨超90%。(格隆汇) ...

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index rising by 0.09% to 3968.84 points, while the Shenzhen Component Index fell by 0.58%, the ChiNext Index dropped by 1.23%, and the Sci-Tech Innovation Index decreased by 0.36% [1] - The total market turnover was 2.07 trillion yuan, a decrease of 956 billion yuan compared to the previous trading day [1] - Over 2700 stocks declined, indicating a neutral to weak risk appetite in the market [1] ETF Market Performance - By the end of 2025, China's ETF market reached a size of 6.03 trillion yuan, an increase of over 60% from 3.73 trillion yuan at the beginning of the year [2][9] - The number of ETFs increased to 1396, up by 350 from 1046 at the start of the year, with over 90% of ETFs achieving positive returns and over 60% outperforming the Shanghai Composite Index [2][9] - The top-performing ETF for 2025 was the Communication ETF (518800), which saw a year-to-date increase of 125.81% [2][9] Sector Highlights - The Mining ETF (561330) ranked third in overall ETF performance for the year, with a growth of 106.11%, driven by global liquidity easing and investments in new energy and power grids [2][10] - The CSI A500 index has gained traction as a new benchmark for Chinese equities, representing a balanced mix of traditional value and emerging growth sectors [3][10] - The CSI A500 index-related ETFs have approached a total size of 300 billion yuan, reflecting its growing popularity among investors [3][10] Future Outlook - The market anticipates a spring rally in 2026, coinciding with the start of the 14th Five-Year Plan, with structural opportunities expected to align with policy guidance and industry prosperity [4][11] - Investors are encouraged to consider the CSI A500 ETF (159338), which has the highest number of accounts among its peers, as a means to access leading companies across various sectors [4][11] Bond Market Insights - The bond market remains weak, with the 10-year government bond ETF (511260) showing minimal fluctuations [12] - The year 2025 has been characterized by a complex environment for interest rate bonds, with expectations for a more optimistic bond market pricing in 2026 [5][12] - The decoupling of the bond market from fundamentals may ease as speculative funding's pricing power diminishes [6][13]

2025年国内公募主动权益投资冠军重磅出炉！ 在连续三年跑输大盘后，主动权益基金迎来春天，偏股基金指数全年收益33.81%。 今年，布局AI赛道的基金业绩表现亮眼。截至12月30日，永赢基金任桀管理的永赢科技智选A以239.78%的净值涨幅，在全市场主动权益类基金中排名 第一，领先第二名63%，提前锁定今年公募基金冠军。 | 名称 | 名称 | 2025年涨幅 | 规模(亿元) | | --- | --- | --- | --- | | 022364 | 永赢科技智选A | 239.78% | 22.78 | | 018956 | 中航机遇领航A | 176.65% | 18.81 | | 011815 | 恒越优势精选A | 153.31% | 2.46 | | 001753 | 红土创新新兴产业A | 153.27% | 5.32 | | 016370 | 信澳 / 绩驱动A | 148.75% | 7.13 | | 018993 | 中欧数字经济A | 147.59% | 52.74 | | 519770 | 交银优管回报A | 145.83% | 3.37 | | 005550 | 汇安成长优选A | ...

| 序号 | 证券名称 | 年内涨跌幅(%) | 基金管理人 | | --- | --- | --- | --- | | 1 | 通信ETF | 125.8065 | 国泰 | | 2 | 通信设备ETF | 121.3740 | 를 잡 | | 3 | 创业板人工智能ETF国泰 | 106.4220 | 国泰 | | ব | 矿业ETF | 106.1093 | 国泰 | | 5 | 创业板人工智能ETF南方 | 105.4422 | 南方 | | 6 | 创业板人工智能ETF华宝 | 105.0146 | 华宇 | | 7 | 有色矿业ETF招商 | 102.6887 | 摺商 | | 8 | 工业有色ETF | 100.3783 | 方家 | | 9 | 有色金属ETF | 99.9676 | 南方 | | 10 | 5G通信ETF | 99.4741 | 华夏 | | 11 | 5GETF | 97.8723 | 領学 | | 12 | 有色金属ETF基金 | 97.1875 | 表直 | | 13 | 有色50ETF | 96.2485 | 汇添富 | | 14 | 有色ETF基金 | 94.995 ...