近日，基金经理"晒实盘"频频引发关注。 鑫元基金的基金经理刘俊文在今年4月末公开了实盘组合，最新名称为"防守反击赢"，该组合也是100%配置其管理的鑫元价值精选混合A。6月6日，刘俊文 在基金净值冲高回落时加仓30万元，随后他"晒"出实盘情况，并附文表示选择加仓"并非源于对短期行情的乐观预测，更非盲目的冲动"，而是基于对当前市 场位置的明确判断，和对自身交易模式的绝对信念。 今年一季度，刘俊文曾发文称，"我买自己管理的产品知根知底，同时也能不断提醒自己：如果做砸了就只能喝西北风了。自购让我和投资人的利益绑在一 起，通俗来讲'我们都是一条船上的人了'。"最新数据显示，截至7月11日，刘俊文的实盘组合最新资产为113.48万元，成立以来累计收益为小幅亏损约2700 元左右。 上银基金的基金经理陈博是在今年5月公开了"左手红利右手科技"的基金组合。该组合约88%仓位配置上银未来生活灵活配置混合（A/C份额合并计算），约 12%仓位配置上银鑫达灵活配置混合A，这两只基金均是他自己管理的产品，最新的操作是在7月4日新增上银未来生活灵活配置混合C份额18.26万份。截至7 月11日，该组合成立以来的收益率为9.29%，总 ...

.@ARKInvest has been wondering how much of a sleeper #Tesla’s Dojo is. Interesting perspective here.RimRunner (@samwose):@StockSavvyShay 1. Breaking Free from NvidiaTesla currently relies on Nvidia’s A100 and H100 GPUs for training its massive video-based neural networks. While powerful, these chips are general-purpose and optimized for broader markets like LLMs and gaming.Dojo 2, by contrast, is Tesla’s ...

没看错，是亿，不是百万。 这不是故事会，而是已经发生的现实。2025年6月，英伟达市值正式突破4万亿美元，成为人类历史上第一家站上这个高度的公司。不是苹果，不是微软，也 不是亚马逊，是那家曾被人当成显卡厂的公司。 你有没有认真算过，如果当年你没听家人的劝，真的冲动一把梭哈英伟达，现在会变成什么样？ 我没开玩笑，是真在算账。2019年，英伟达股价还在区区几十美元上下跳舞。那时候AI还只是个科研圈的词，芯片行业也远不如现在这样风头无两。如果 你那会儿掏出10万美元买了英伟达的股票，到今天，市值差不多是480万美元。再往前推，2009年，10万美元可以变成4650万。而如果胆子更大，在1999年 买，那现在就是4.07亿。 我昨天看到这条消息的时候，第一反应其实不是哇，而是怎么可能？我查了下数据，发现这个怎么可能的背后逻辑其实挺清楚的，甚至说得上必然。 先说个事实。 2023年5月，英伟达发布了一个季度财报，营收年增84%，利润暴增超五倍。原因就两个字：算力。当ChatGPT、Sora、Gemini成了主角，当一切从广告推荐 算法到语音翻译都要靠大模型，所有企业忽然意识到：不买英伟达的卡，你根本没资格下场。 整条人 ...

Core Insights - The rise of passive investment and the popularity of ETFs have led to an increasing number of high-net-worth individual investors participating in the market through these index products [1][6] - High-net-worth individual investors are frequently appearing in the top ten holders list of newly launched ETFs, with some investing amounts exceeding 60 million yuan [2][3] - There are indications of "helping funds" where these investors may be acting as a source of initial capital for ETF launches, often through broker channels or ETF custodians [4][6] Group 1: High-Net-Worth Individual Investors - High-net-worth individual investors are increasingly visible in the top ten holders of newly launched ETFs, such as E Fund's CSI Digital Economy Theme ETF and others [2] - Notable individual investors like Lou Jianwei and Liu Xiaorong have appeared in the top ten holders of multiple ETFs, with cumulative investments nearing 60 million yuan [2][3] - Some individual investors have made substantial single investments, such as Huang Heng and Lin Zijun, with amounts reaching 20 million yuan [3] Group 2: Market Dynamics and Participation - The participation of high-net-worth individual investors in ETF launches raises questions about the motivations behind their investments, with suggestions of "helping funds" to support new ETF offerings [4][5] - The costs associated with participating in ETF launches, including subscription costs and market conditions, may deter some investors from long-term holding [4][5] - The trend indicates a shift from individual stock selection to index-based investment strategies among personal investors, reflecting a broader acceptance of ETFs for risk diversification and lower fees [6][7] Group 3: Regulatory and Market Trends - Regulatory encouragement for high-net-worth individual investors to engage more with ETFs is evident, as these investors may prefer ETFs to avoid becoming controlling shareholders in individual stocks [7] - ETF fund managers are increasingly targeting high-net-worth clients through educational events and strategy sessions to promote ETF investment [7]

Market Overview - The Shanghai Composite Index fell by 0.13% to close at 3493.05 points, with a daily high of 3512.67 points [1] - The Shenzhen Component Index decreased by 0.06% to 10581.8 points, reaching a high of 10656.58 points [1] - The ChiNext Index rose by 0.16% to close at 2184.67 points, with a peak of 2204.64 points [1] ETF Market Performance - The median return of stock ETFs was -0.14% [2] - The highest performing scale index ETF was Huatai-PB CSI A100 ETF with a return of 0.71% [2] - The top industry index ETF was E Fund CSI 300 Healthcare ETF, yielding 1.36% [2] - The best strategy index ETF was Southern S&P China A-share Large Cap Dividend Low Volatility 50 ETF, returning 0.67% [2] - The leading thematic index ETF was China Tai CSI Hong Kong-Shanghai Innovation Drug Industry ETF, achieving a return of 1.98% [2] ETF Performance Rankings - The top three ETFs by return were: - Guotai CSI Hong Kong-Shanghai Innovation Drug Industry ETF (1.98%) - Guotai CSI Film and Television Theme ETF (1.51%) - Huatai-PB CSI Hong Kong-Shanghai Innovation Drug Industry ETF (1.45%) [5] - The three ETFs with the largest declines were: - Huaan CSI Hong Kong-Shanghai Gold Industry Stock ETF (-2.25%) - Yongying CSI Hong Kong-Shanghai Gold Industry Stock ETF (-2.15%) - Huaxia CSI Fine Nonferrous Metal Industry Theme ETF (-2.13%) [6] ETF Fund Flows - The top three ETFs by inflow were: - Huaxia SSE STAR 50 ETF (inflow of 594 million) - Jiashi SSE STAR Chip ETF (inflow of 453 million) - Guolianan CSI All-Index Semiconductor Products and Equipment ETF (inflow of 346 million) [8] - The three ETFs with the largest outflows were: - E Fund ChiNext ETF (outflow of 547 million) - Huatai-PB CSI A500 ETF (outflow of 440 million) - E Fund SSE 300 ETF Initiated (outflow of 296 million) [9] ETF Margin Trading Overview - The top three ETFs by margin buying were: - Huaxia SSE STAR 50 ETF (5.91 billion) - Guolianan CSI All-Index Semiconductor Products and Equipment ETF (2.31 billion) - Guotai CSI All-Index Securities Company ETF (2.1 billion) [11] - The highest margin selling amounts were: - Huatai-PB SSE 300 ETF (22.42 million) - GF CSI 1000 ETF (14.59 million) - Southern CSI 500 ETF (7.91 million) [12] Industry Insights - Industrial trends in the innovative pharmaceutical sector remain strong, with a focus on "innovation + internationalization" as a core direction supported by policies and enhanced global competitiveness [13] - The innovative pharmaceutical supply chain is showing signs of improvement, with overseas orders and performance recovering, and domestic business demonstrating self-controllable logic [13] - The demand in the domestic market is expected to recover by 2025, with potential growth in the consumption medical field [13] - The medical device sector is also anticipated to see improvements by 2025 [13] - The innovative pharmaceutical industry is projected to reach a turning point in 2025 [14]

ETF开盘涨跌不一，标普生物科技ETF(159502)领涨3.11%，A100ETF基金(159630)涨2.46%，纳指生物 科技ETF(513290)涨2.22%，标普油气ETF(159518)领跌1.07%，标普油气ETF(513350)跌1.03%，金融科 技ETF华夏(516100)跌0.87%。 ...

| Company | | Location | Number Of Chips | Type Of Chip | Status | Notes | | --- | --- | --- | --- | --- | --- | --- | | | | U.S. | 16,384 | H100 | Operating | Nvidia rents these servers for its DGX Cloud service | | awa | Amazon Web Services | Berwick, Pa. | Unknown | GPU | Planned | Data centers would be located | | | | | | | | next to a nuclear power plant | | | | Phoenix area | Unknown | GPU | Operating | | | | | U.S. | >200,000 | Trainium2 | Planned | AWS plans to build a Trainium | | | | | | | | clust ...

统计显示，中证A100指数ETF今日合计成交额1.03亿元，环比上一交易日增加4557.67万元，环比增幅为 79.50%。 中证A100指数ETF7月8日成交额变动 | 基金代码 | 基金简称 | 今日涨跌幅 | 今日成交额 | 较上一交易日增加 | 环比增幅 | | --- | --- | --- | --- | --- | --- | | 562000 | 华宝中证A100ETF | 0.72% | 2451.35万元 | 948.59万元 | 63.12% | | 159631 | 招商中证A100ETF | 0.58% | 1522.35万元 | 768.67万元 | 101.99% | | 561880 | 华富中证A100ETF | 0.48% | 1084.83万元 | 742.22万元 | 216.64% | | 561770 | 博时中证A100ETF | 0.58% | 1233.94万元 | 617.08万元 | 100.03% | | 560380 | 南方中证A100ETF | 0.69% | 1522.48万元 | 536.23万元 | 54.37% | | 512910 | 广 ...

ETF开盘涨跌不一，创50ETF富国(159371)领涨16.26%，2000ETF(159907)涨9.98%，A100ETF基金 (159630)涨3.87%，1000增强ETF(561780)领跌1.01%，通信设备ETF(159583)跌0.87%，恒生新经济 ETF(513320)跌0.86%。 无需额外开户，A股账户直接T+0买全球>>> ...

Omdia是一家专注于半导体市场的咨询公司，他们在2025年的半导体市场季度简报中提供了详尽的市场 分析与预测。这包括但不限于全球及中国大陆半导体市场的增长趋势、不同应用类别的市场情况（如智 能手机、个人电脑、数据中心服务器、汽车等）、主要终端应用市场的表现、关税政策对中国半导体产 业的影响等。他们每次出的报告都是经过了大量的市场调研，所以报告的内容都非常硬核。 本篇文章的内容，在获得作者授权后，我们把Omdia的2025半导体市场季度简报中的 部分内容 分享给 大家，也推荐大家可以多关注及订阅Omdia，对 Omdia内容有兴趣的朋友，可以扫文章后面的微信。 半导体市场Overview 中国市场 | | 行业平均 | 行业平均 | 行业平均 | 统计范围内总营收 | | | --- | --- | --- | --- | --- | --- | | | 主利率 | 营业利润率 | 存货周转率 | (亿元人民币) | | | 2025Q1 | 32.68% | 9.25% | 0.53 | | 379.66 | | 2024Q1 | 34.11% | 9.23% | 0.51 | | 315.67 | | Y ...