本周维度来看，微盘股指数依旧表现相对占优，创业板指数表现亮眼，wind微盘股指数上涨2.99%，创业板50、中证1000、创业板指和中证2000指数本周均 涨超2%。中证A500指数上涨0.96%，优于沪深300指数的0.82%。 由于周五的上涨，港股本周录得正涨幅，恒指、恒生科技指数分别涨0.93%和0.62%。 | 序号 | 指数代码 | 指数名称 | 周涨跌幅% | | --- | --- | --- | --- | | 1 | 8841431.WI | 万得微盘股日频等权指数 | 2.99 | | 2 | 399673.SZ | 创业板50 | 2.65 | | 3 | 000852.SH | 中证1000 | 2.36 | | 4 | 399006.SZ | 创业板指 | 2.36 | | 5 | 932000.CSI | 中证2000 | 2.32 | | 6 | 000905.SH | 中证500 | 1.96 | | 7 | 399001.SZ | 深证成指 | 1.78 | | 8 | 000001.SH | 上证指数 | 1.09 | | 9 | 000688.SH | 科创20 | 0. ...

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600519 | 贵州茅台 | 1.61% | 4.28% | | 300750 | 宁德时代 | -0.01% | 2.96% | | 601318 | 中国平安 | 2.64% | 2.46% | | 600036 | 招商银行 | -0.39% | 2.37% | | 000333 | 美的集团 | 1.40% | 1.71% | | 002594 | 比亚迪 | 1.43% | 1.51% | | 600900 | 长江电力 | 1.91% | 1.51% | | 601166 | 兴业银行 | 0.36% | 1.39% | | 201899 | 彩要业 不 | 0.69% | 1.32% | | 300059 | 东方财富 | 4.97% | 1.26% | A500ETF基金紧密跟踪中证A500指数，中证A500指数从各行业选取市值较大、流动性较好的500只证券作为指数样本，以反映各行业最具代表性上市公司证 券的整体表现。 数据显示，截至2025年6月30日，中证A500指数(00051 ...

7月10日（周四），A股震荡攀升，地产股掀涨停潮；银行股再度发力，工行、中行、建行、农行等创 历史新高；光模块CPO概念延续活跃态势。截至收盘，上证指数涨0.48%报3509.68点，盘中创9个月新 高；深证成指涨0.47%，创业板指涨0.22%，中证A500指数涨0.44%，市场成交额1.52万亿元。热门ETF 中，A500ETF基金（512050）单日成交额超37亿元位居同类第一，近1周规模增长1.26亿元。 兴业证券策略团队近期研报指出，关税风波后，国内经济呈现超预期韧性，花旗中国经济超预期指数显 著攀升并持续高位运行，大幅高于历史均值水平。并且，近期涉及地产、消费、资本市场等各领域政策 仍在积极发力，持续提振市场风险偏好。值得注意的是，A股进入中报业绩预告披露季，Wind数据显 示，截至7月10日12时，已有147家A股上市公司预告上半年业绩，其中129家预计盈利。工业富联等19 家公司预计归属于母公司所有者的净利润下限高于10亿元。 中国资产持续重估，新一代核心宽基A500ETF基金（512050）助力投资者一键布局A股核心资产。该 ETF所跟踪中证A500指数，采取行业均衡配置与龙头优选双策略，细 ...

Group 1 - A-shares main indices experienced a rapid rise, with the A500 ETF (512050) increasing by 0.82% as of 10:14 AM, driven by strong performances from stocks like Baogang Co. and Northern Rare Earth, which hit the daily limit up [1] - Baogang Co. and Northern Rare Earth announced a price increase for rare earth concentrate for Q3, adjusting the price to 19,109 yuan/ton, a 1.5% increase from Q2's 18,825 yuan/ton [1] - The core assets in A-shares are expected to continue their recovery, supported by China's implementation of counter-cyclical adjustments and moderately loose monetary policy, achieving multiple goals of stabilizing growth, controlling prices, preventing risks, and promoting stability [1] Group 2 - The new generation core broad-based A500 ETF (512050) helps investors easily allocate to core A-share assets, tracking the CSI A500 Index with a strategy that combines industry-balanced allocation and leading stock selection [2] - The ETF covers all sectors and integrates both value and growth attributes, with a natural "dumbbell" investment characteristic, overweighting sectors like electronics, pharmaceuticals, and power equipment compared to the CSI 300 [2]

| 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 600519 | 贵州茅台 | 0.47% | 4.28% | | 300750 | 宁德时代 | 0.52% | 2.96% | | 601318 | 中国平安 | 2.61% | 2.46% | | 600036 | 招商银行 | 2.69% | 2.37% | | 000333 | 美的集团 | -0.33% | 1.71% | | 002594 | 比亚迪 | -1.84% | 1.51% | | 600900 | 长江电力 | 0.07% | 1.51% | | 601166 | 兴业银行 | 1.04% | 1.39% | | 201899 | 紫金矿业 | -0.05% | 1.32% | | 300059 | 东方财富 | 1.26% | 1.26% | A500ETF基金(512050)，场外联接(华夏中证A500ETF联接A：022430；华夏中证A500ETF联接C：022431；华夏中证A500ETF联接Y：022979)，相关指数基 金(华夏中证A500指数增强A：02361 ...

Group 1 - The A-shares market showed an upward trend, with the Shanghai Composite Index breaking through 3500 points, and the A500 ETF fund (512050) experiencing a 0.10% increase, with a trading volume exceeding 2.7 billion yuan [1] - Northbound capital's holdings in the A-share market reached a market value of 2.29 trillion yuan by the end of Q2 2025, reflecting a growth of over 2% compared to the end of Q1, with the number of shares held increasing by over 3% [1] - The increase in Northbound capital holdings indicates a positive outlook on China's economic recovery and trends in consumption and industry upgrades, providing valuable insights for market allocation [1] Group 2 - The A500 ETF fund (512050) tracks the CSI A500 Index, employing a balanced industry allocation and leading company selection strategy, covering all 35 first-level industries in the CSI, and emphasizing both value and growth attributes [2] - Investing in the CSI A500 Index allows for effective diversification of investment risks and captures potential industry leaders, with component stocks showing significant growth potential amid China's ongoing economic optimization [2] - Long-term investment in broad-based indices like the CSI A500 is beneficial for identifying current market opportunities and achieving stable asset growth in the capital market [2]

Group 1 - The core viewpoint of the articles highlights the "anti-involution" trend in the market, which is expected to improve nominal economic growth from the supply side, addressing the current weak economic conditions [2][3] - The A500 ETF fund has shown active trading with a turnover rate of 12.1% and a transaction volume of 1.83 billion yuan, indicating a vibrant market [1] - The A500 index consists of 500 representative stocks from various industries, reflecting the overall performance of major listed companies [3][4] Group 2 - The top ten weighted stocks in the A500 index account for 20.67% of the index, with notable companies including Kweichow Moutai, CATL, and Ping An Insurance [4] - The "anti-involution" actions initiated by several companies in the photovoltaic and automotive sectors are expected to bring short-term positive factors to related domestic demand sectors [2][3] - The current market environment resembles that of 2013-2015, with expectations for PPI stabilization in the second half of the year, although strong upward trends may be limited [3]

7月7日早盘，A股市场震荡调整，沪指在3400点上方展开拉锯战。截至10:15，A500ETF基金（512050） 跌0.41%，盘中成交额超7.8亿元位居同类第一。持仓股中，鹏鼎控股、中油资本、分众传媒等逆市走 强。 A500ETF基金（512050）助力投资者一键布局A股核新资产。该ETF所跟踪中证A500指数，采取行业均 衡配置与龙头优选双策略，细分行业全覆盖，融合价值与成长属性，相比沪深300，超配AI产业链、医 药生物、电力设备新能源、国防军工等新质生产力行业，具备天然的哑铃投资属性。场外联接（A类： 022430；C类：022431） 每日经济新闻 从配置角度来看，其表示，中报季维持三条思路，一是具备超强产业趋势特征的行业，关注AI和创新 药；二是业绩和估值匹配驱动的行业，关注通信和电子中的北美算力链、有色和游戏；三是带有一定主 题和持仓博弈性质的行业，关乎军工和反内卷相关的新能源。整体而言，有色、AI硬件、创新药、游 戏和军工的轮动可能还是中报季的主旋律。 中信证券策略团队发布报告称，目前的市场环境和氛围有一些2014年底的影子，包括：投资者在港股、 小微盘和产业赛道已经积累了一定的赚钱效应，新 ...

Group 1 - The core viewpoint of the articles highlights a recent trend of "anti-involution" across various industries, including photovoltaic, new energy vehicles, steel, cement, and chemicals, driven by central government initiatives to address disordered price competition and declining industry profits [1] - The China Securities report indicates that the current comprehensive rectification of involution focuses on emerging downstream industries and platform enterprises, aiming to eliminate unfair competition, local protectionism, and misaligned performance incentives [1] - The approach differs from the supply-side structural reforms of 2016, emphasizing a dual approach to compel inefficient production capacities to exit the market, thereby promoting sustainable industry development and high-quality growth [1] Group 2 - The A500 ETF closely tracks the CSI A500 Index, which selects 500 securities with larger market capitalization and better liquidity from various industries to reflect the overall performance of representative listed companies [2] - As of June 30, 2025, the top ten weighted stocks in the CSI A500 Index include Kweichow Moutai, CATL, Ping An Insurance, China Merchants Bank, Industrial Bank, Yangtze Power, Midea Group, Zijin Mining, BYD, and Eastmoney, collectively accounting for 20.67% of the index [2] - The A500 ETF fund and its related index funds are designed to provide investors with exposure to the performance of the CSI A500 Index [4]

7月4日下午，A股指数异动拉升，银行、非银金融、传媒等行业走强。截至13点29分，A500ETF基金 （512050）涨0.93%，持仓股沃尔核材涨停，巨人网络、健帆生物、沪电股份、三七互娱等表现居前。 截至发文，A500ETF基金（512050）盘中成交额超34亿元，位居同类第一。 均衡宽基A500ETF基金（512050）助力投资者一键布局A股核心资产。该ETF所跟踪中证A500指数，采 取行业均衡配置与龙头优选双策略，细分行业全覆盖，融合价值与成长属性，相比沪深300，超配电 子、医药生物、电力设备新能源等新质生产力行业，具备天然的哑铃投资属性。场外联接（A类： 022430；C类：022431）。 每日经济新闻 消息面上，国务院发文复制推广上海自贸区77条试点措施，涵盖服务贸易、货物贸易、数字贸易、知识 产权保护、政府采购改革、"边境后"管理制度改革、风险防控等7个方面。其中，加强数字人民币试点 应用场景创新等34条措施复制推广至其他自贸区；推进电子支付跨境应用等43条措施复制推广至全国。 中信建投证券表示，在美联储可能进一步降息、中美贸易摩擦缓和的背景下，下半年美元指数或震荡偏 弱，将减轻人民币的外 ...