【人工智能】 政策支持：八部门印发《"人工智能+制造"专项行动实施意见》，提出到2027年AI核心关键技术安全可 靠供给等目标。 产业动态：智谱AI与国产GPU公司天数智芯将于明日（1月8日）在港股上市；金融时报称Meta收购 Manus正面临监管审查；网传DKL在谷歌TPU OCS采购中获超70%份额；卖方指出单机柜电源（PSU） 价值量预计提升至少30%。 其他传闻：市场传闻春节期间将有大模型重大动作；另有传闻称科技公司被要求暂停英伟达H200芯片 订单。 相关ETF： 半导体设备ETF(场内：561980，场外：020464)、云计算ETF(场内：159890，场外： 021716)、软件龙头ETF(场内：159899，场外：018385) 【卫星互联网】 日本政府计划打造本土版"星链"系统，拟列支1500亿日元补助相关企业。 相关ETF： 卫星产业ETF(场内：159218) 【有色金属】 中国央行连续第14个月增持黄金。 相关ETF： 有色矿业ETF招商(场内：159690) 【煤炭】 多重因素催化：蒙煤短期通关下降预期；榆林部分核增产能退回；市场对反内卷政策加码存预期；行业 处于冬储补库阶段。 相 ...

A500指数ETF（560610.SH），场外联接(A类：022455；C类：022456；Y类：022938）。 2026年1月7日，A500指数ETF（560610.SH）收平，主力资金（单笔成交额100万元以上）净流出960.39 万元，居股票型ETF基金第一梯队。（数据来源：Wind） 与此同时，该基金最新成交量为2.10亿份，最新成交额跌破2.60亿元，当日主力资金净流出成交额占比 达3.75%。 ...

有券商表示，在海外经济仍有韧性、美元流动性大概率持续宽松、国内政策"双宽松"基调延续、"反内卷"持续提振物价预期下，预计A股牛市仍将延续，科 技成长仍是中长期市场主线。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成3 | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.302 | 1.24% | 1.3028 -0.06% 22.09% 11 | | | 512050 | A500ETF基金 | 1.227 | 1.32% | 1.2272 -0.02% 25.42% 10 | | | 159352 | A500ETF南方 | 1.282 | 1.26% | 1.2825 -0.04% 17.61% | 8 | | 159338 | 中证A500ETF | 1.235 | 1.31% | 1.2352 -0.02% 18.09% | 6 | | 159361 | A500ETF易方达 | 1.256 | 1.37% | 1.2559 0.01% 16.71% | 5 | | 159351 | A ...

Satellite Internet - Blue Arrow Aerospace's IPO on the Sci-Tech Innovation Board has been accepted, aiming to raise 7.5 billion yuan, with a focus on reusable rockets [1] - Starlink announced it will provide free broadband service to the people of Venezuela for one month [3] Artificial Intelligence - Wall Street is seeing active IPOs and financing, with companies like Biran Technology experiencing a significant stock price increase, and Suiyuan Technology completing IPO guidance [4] - Google and Anthropic reported strong demand for TPU, while there are rumors of significant price increases for NVIDIA and AMD GPUs starting next month [4] Semiconductor - The Big Fund has increased its stake in SMIC H-shares, and TrendForce has revised upward its expectations for DRAM and NAND contract price increases in Q1 2026 [5] - TSMC has received U.S. permission to transport equipment to its Nanjing plant and plans to raise prices for advanced processes [6] Robotics - Reports suggest that Tesla's Optimus V3 mass production review has been completed, with seven Chinese companies as core suppliers, targeting a production capacity of 50,000 to 100,000 units by the end of the year [7] New Energy - Tianci Materials has released an annual forecast, confirming that Q4 performance is on track [9] Nuclear Fusion - The all-superconducting tokamak experiment has achieved significant physical breakthroughs, providing a basis for high-density operation [10] - The first nuclear fusion conference of the year will be held from January 16 to 17 in Hefei [11] Autonomous Driving - Tesla owners have achieved "full self-driving across the United States" for the first time [13] Digital Currency - State-owned banks will start paying interest on digital RMB real-name wallet balances at current account rates from January 1 [14] Market News - The New Year speech mentioned advancements in artificial intelligence, semiconductors, aerospace, and robotics across multiple sectors [15] - Companies are required to disclose annual performance forecasts by January 31 [16] - Market pricing clues for 2026 indicate sustained high growth, broad recovery, U.S. inflation, and Chinese domestic demand [17] Market Observation - On the last trading day before the holiday, the transaction volume reached 2.05 trillion yuan, with indices closing in the green but not reaching 4,000 points [18] - The satellite internet sector successfully crossed the year-end, with funds remaining in the market, and there is potential for healthy pullbacks to provide better entry opportunities [18]

与此同时，该基金最新成交量为2.43亿份，最新成交额达2.85亿元，全市场排名较上一交易日下降16 位。 A500指数ETF（560610.SH），场外联接(A类：022455；C类：022456；Y类：022938）。 2025年12月29日，A500指数ETF（560610.SH）收跌0.34%，主力资金（单笔成交额100万元以上）净流 出3919.01万元，居全市场第一梯队。（数据来源：Wind） 拉长时间看，该基金近5个交易日有3天主力资金净流出，合计流出1172.71万元，居股票型ETF基金第一 梯队。（数据来源：Wind） ...

市场早盘走势分化，三大指数涨跌不一，中证A500指数下跌0.08%。从板块来看，商业航天概念反复活跃，机器人概念走强，造纸概念爆发；下跌方面， 贵金属概念跌幅居前。 | 代码 | 名称 | 现价 | 涨跌幅 | IOPV 溢折率 换手率 成交金额 ▼ | | | --- | --- | --- | --- | --- | --- | | 563360 | A500ETF华泰柏瑞 | 1.256 | -0.08% | 1.2554 0.05% 16.10% 75.24亿 | | | 512050 | A500ETF基金 | 1.182 | -0.08% | 1.1819 0.01% 17.95% 67.33亿 | | | 159338 | 中证A500ETF | 1.189 | -0.17% | 1.1896 -0.05% 12.05% | 44.76亿 | | 159352 | A500ETF南方 | 1.236 | -0.16% | 1.2357 0.02% 9.23% | 41.27亿 | | 159361 | A500ETF易方达 | 1.210 | 0.00% | 1.2097 0.02% 11.93 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：中国基金报 原标题："首只"，突破300亿元！ 距上市仅一年有余，中证A500ETF就迎来首只300亿级单品。 Wind数据显示，截至12月11日，华泰柏瑞旗下中证A500ETF最新规模达到307.04亿元，今年以来规模增 长132.57亿元，成为首只规模突破300亿元的中证A500ETF。 作为新"国九条"发布后的首只宽基指数，中证A500指数相关产品吸引多家基金公司争相布局，截至12 月11日，仅场内跟踪中证A500指数的ETF数量就已经达到45只之多，合计规模突破2000亿元。 首只A500ETF规模突破300亿元 中证A500ETF迎来新的里程碑。 Wind数据显示，截至12月11日，A500ETF华泰柏瑞最新规模达307.04亿元，刷新历史新高，成为全市场 跟踪中证A500指数的ETF中首只突破300亿元大关的ETF产品。 伴随着产品数量增长，中证A500ETF的规模也在提升。截至12月11日，全市场45只中证A500ETF总规模 达到2057.67亿元，相比最初首批10只上市时的200亿元增长超过9倍。 最近一段时间， ...

Core Insights - The A500 Index ETF (560610) experienced a net financing purchase of 59.02 million yuan on November 24, with a total financing balance of 641.35 million yuan, indicating a positive trend in investor sentiment [1][2][3] Financing Activity Summary - On November 24, the financing buy amounted to 204.42 million yuan, while financing repayment was 145.39 million yuan, resulting in a net financing increase of 59.02 million yuan [1] - Over the past three trading days, the cumulative net financing purchase reached 153.79 million yuan, with 12 out of the last 20 trading days showing net financing purchases [1] - The financing balance increased by 10.14% from the previous day, reflecting a growing interest in the ETF [3] Daily Financing Data - On November 21, the net financing purchase was 76.72 million yuan, and the financing balance was 582.33 million yuan [2] - On November 20, the net financing purchase was 18.04 million yuan, with a financing balance of 505.61 million yuan [2] - On November 19, the net financing purchase was 6.63 million yuan, and the financing balance was 487.56 million yuan [2] - On November 18, there was a net financing repayment of 121.74 million yuan, leading to a financing balance of 480.93 million yuan [2] Margin Trading Knowledge - Individual investors must meet two conditions to participate in margin trading: at least six months of trading experience and an average account asset of 500,000 yuan over the previous 20 trading days [4] - The number of margin trading stocks on the Shanghai Stock Exchange will increase from 800 to 1,000, while the Shenzhen Stock Exchange will expand from 800 to 1,200 for stocks outside the registration system [4]

Core Insights - The A500 Index ETF (560610) experienced a net financing purchase of 244.16 million yuan on November 3, 2025, with a total financing balance of 777.0 million yuan, indicating a strong buying sentiment in the market [1][3]. Financing Activity Summary - On November 3, 2025, the financing buy-in was 267.85 million yuan, while financing repayment was 23.69 million yuan, leading to a net financing purchase of 244.16 million yuan [1]. - Over the past three trading days, the cumulative net financing purchase reached 311.78 million yuan, with 12 out of the last 20 trading days showing net financing purchases [1]. - The financing balance increased by 45.82% compared to the previous day, reflecting heightened market optimism [3][4]. Trading Day Breakdown - On November 3, 2025, the financing balance was 777.00 million yuan, with a net increase of 244.16 million yuan [4]. - The financing balance on October 31, 2025, was 532.84 million yuan, with a smaller net increase of 29.41 million yuan [4]. - The financing balance on October 30, 2025, was 503.43 million yuan, with a net increase of 38.21 million yuan [4]. - On October 29, 2025, the financing balance decreased to 465.21 million yuan, showing a net reduction of 99.76 million yuan [4]. - On October 28, 2025, the financing balance was 564.98 million yuan, with a decrease of 29.25 million yuan [4].

Group 1 - The three major indices opened lower but rose throughout the day, with the Shanghai Composite Index up 0.18%, Shenzhen Component Index up 0.43%, and ChiNext Index up 0.77% [1] - The CSI A500 Index increased by 0.24%, with notable performances from stocks such as Dongshan Precision, which hit the daily limit, and Guangxi Media, which rose over 14% [1] - The A500 Index ETF (159351) saw an increase of 0.13% with a trading volume of 1.566 billion yuan, leading among similar products, and a premium rate of 0.1% [1] Group 2 - In May, the total retail sales of consumer goods increased by 6.4% year-on-year, accelerating by 1.3 percentage points compared to the previous month [2] - The growth in consumption, particularly in service consumption, has positively impacted related service industries, with production index growth in wholesale, retail, accommodation, and catering sectors accelerating compared to the previous month [2] - The A500 Index ETF closely tracks the CSI A500 Index, which selects 500 stocks representing strong market capitalization across various industries, balancing large-cap stocks while covering core leading assets in A-shares [2] Group 3 - Huatai Securities noted that the market experienced fluctuations, with risk appetite declining due to external disturbances, suggesting a potential short-term pause in the market [3] - China Aviation Securities indicated that the market may adjust its economic expectations for the second quarter, which could further enhance risk appetite [3] - The focus of the market is expected to return to fundamentals, with a structural market trend anticipated [3]