市场早盘震荡分化，创业板领涨，中证A500指数上涨0.97%。 从板块来看，CPO等算力硬件股集体大涨，芯片股再度爆发，稀土永磁概念股表现活跃。下跌方面，地产股展开调整。 | 代码 名称 | 现价 | 涨跌幅 IOPV 溢折率 换手率 成交金额▼ | | | --- | --- | --- | --- | | 512050 A500ETF基金 | 1.121 | 0.81% 1.1208 0.02% 25.40% 41.30亿 | | | 563360 A500ETF华泰柏瑞 | 1.192 | 1.02% 1.1895 0.21% 14.19% | 29.90亿 | | 159352 A500ETF南方 | 1.172 | 0.86% 1.1719 0.01% 14.21% | 26.32 Z | | 159351 A500ETF嘉实 | 1.143 | 0.88% 1.1436 -0.05% 16.39% | 21.15亿 | | 159338 中证A500ETF | 1.128 | 0.89% 1.1281 -0.01% 9.36% | 18.12亿 | | 159361 A500ETF易方达 | 1. ...

消息面上，据智通财经，经济学家任泽平发文表示，此轮牛市将是十年一遇，堪称史诗级别。从牛市时 间长度来看，自2024年9月以来，此轮牛市持续时间已近一年，与2014-2015年的牛市时长持平，预计此 轮牛市持续时长有望超过上一轮牛市。从涨幅来看，上证指数去年低点为2690，截至8月25日指数涨幅 高达45%，创10年新高。创业板指数从去年低点到8月25日涨幅高达79%。北证50从去年低点到8月25日 涨幅高达1.7倍。这种量级的涨幅为十年一遇。从交易量看，去年924之前，股市交易量萎缩至几千亿， 近期交易量突破3万亿。从股市市值看，从去年最低谷的70万亿上涨到近期的100万亿，带来30万亿财富 效应。 展望后市，东方财富认为，游资及私募活跃、外资"FOMO"买入、居民加速流入，微观流动性边际仍充 裕，同时内部重要事件、外部"鲍威尔放鸽"，或推动牛市第二阶段加速演绎。另一方面，上证指数ERP 可能即将突破近10年均值（全A与沪深300尚有一定空间）这也标志着指数的估值修复完成相当部分， 而市场进入牛市第三阶段仍需基本面支撑。中期维度A股证券化率、市值存款比等指标与历次牛市顶部 仍有明显距离，信心重估牛中期趋势未完 ...

有券商表示，近期科技权重对大盘涨幅贡献较大，权重股"搭台"后，可关注中小票的补涨机会。中期来看，"反内卷"政策及需求端政策将是影响A股市场 高度的重要因素，居民储蓄存款入市将是市场指数走强的重要支撑。继续维持指数震荡偏强运行、积极参与A股市场的判断。 | 代码 名称 | 现价 | IOPV 溢折率 换手率 成交金额▼ 涨跌幅 | | | --- | --- | --- | --- | | 512050 A500ETF基金 | 1.117 | 0.18% 1.1164 0.05% 26.07% 42.30亿 | | | 563360 A500ETF华泰柏瑞 | 1.186 | 0.17% 1.1869 -0.08% 15.97% | 33.68 Z | | 159352 A500ETF南方 | 1.168 | 0.43% 1.1679 0.01% 14.71% | 27.52亿 | | 159351 A500ETF嘉实 | 1.140 | 0.35% 1.1394 0.05% 19.02% | 24.87 乙 | | 159338 中证A500ETF | 1.122 | 0.00% 1.1229 -0.08% ...

新一代核心宽基A500ETF基金（512050）助力投资者把握市场机会，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，中证全部35个细分行业全覆盖，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 （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 8月26日，继昨日创阶段新高后，A股三大指数小幅低开调整，截至9点33，跟踪中证A500指数的 A500ETF基金（512050）跌0.54%，持仓股天孚通信、物产中大、中国卫星等逆市走强。资金持续流 入，A500ETF基金（512050）近10日吸金6.66亿元。 沪指剑指3900点，ETF成为资金布局风险资产的核心利器。截至2025年8月26日，全市场ET ...

Group 1 - The CSI A500 Index (000510) has shown a strong increase of 1.63%, with notable gains from stocks such as Kunlun Wanwei (300418) up by 20.01%, Haiguang Information (688041) up by 20.00%, and Cambrian (688256) up by 17.66% [1] - The A500 ETF Fund (512050) has risen by 1.88%, with a latest price of 1.09 yuan, and has seen an active trading volume with a turnover rate of 29.66% and a total transaction value of 4.586 billion yuan [1] - Short-term focus areas for the A-share market include artificial intelligence, brokerage firms, and innovative pharmaceuticals, with upcoming events such as the "93rd Anniversary Parade" and the Fourth Plenary Session expected to act as catalysts [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the CSI A500 Index include Kweichow Moutai (600519), CATL (300750), China Ping An (601318), and others, collectively accounting for 19.83% of the index [2] - The A500 ETF Fund (512050) has various related index funds and connection funds, including the Huaxia CSI A500 ETF Connection A (022430) and the Huaxia CSI A500 Enhanced Index Fund (023619) [2]

Market Overview - The market experienced fluctuations in the morning session, with the ChiNext Index leading the decline and the CSI A500 Index down by 0.23% [1] - Consumer stocks, particularly in the liquor sector, showed signs of rebound, while non-ferrous metal concept stocks strengthened [1] - High-priced stocks underwent significant adjustments [1] ETF Performance - As of the morning close, 39 ETFs tracking the CSI A500 Index saw slight declines, with 14 of them having transaction volumes exceeding 100 million yuan, and 3 surpassing 3.2 billion yuan [1] - The transaction amounts for A500 ETFs were as follows: A500 ETF Fund at 4.669 billion yuan, A500 ETF Huatai-PB at 3.697 billion yuan, and A500 ETF Southern at 3.21 billion yuan [1] Market Outlook - According to brokerage firms, three main drivers—residential savings transfer, policy dividend release, and profit cycle recovery—remain solid for the medium to long term, suggesting a potential continuation of a gradual upward trend [1] - The short-term outlook for the A-share market is expected to be characterized by steady fluctuations and upward movement, with close attention needed on policy, capital flow, and external market changes [1]

Group 1 - The Shanghai Composite Index surpassed the previous high of 3731.69 points set on February 18, 2021, reaching 3739.14 points, marking the highest level since August 20, 2015 [1] - The A500 ETF (512050) increased by 1.24%, with a trading volume exceeding 4 billion yuan during the session [1] - Guotai Junan Securities maintains a positive outlook for the Chinese stock market, suggesting that A-share indices may reach new highs [1] Group 2 - Factors influencing stock valuations include company performance, risk-free interest rates, and risk appetite, but institutional changes are highlighted as a critical factor in the Chinese market [1] - The A500 ETF tracks the CSI A500 Index, employing a dual strategy of industry-balanced allocation and leading company selection, covering all 35 sub-sectors [1] - The ETF has a natural "barbell" investment characteristic, with a focus on sectors such as AI, pharmaceuticals, renewable energy, and defense, which are considered new productive forces [1]

Core Viewpoint - The recent marketing efforts by leading fund companies aim to maintain the scale and liquidity of the CSI A500 ETF series, despite a significant reduction in overall scale compared to the end of 2024 [1][4]. Fund Scale and Performance - The CSI A500 ETF series has seen a reduction of over 75 billion yuan in scale since the end of 2024, with the overall scale dropping from approximately 2577 billion yuan to 1822 billion yuan as of August 15 [4]. - As of August 15, the leading fund in the CSI A500 ETF series is Huatai-PB with a scale of 201.13 billion yuan, followed by Guotai CSI A500 ETF and E Fund with scales of 181.21 billion yuan and 181.207 billion yuan respectively [1][4]. Marketing Strategies - Fund companies are heavily investing in marketing to sustain existing product scales and liquidity, utilizing various channels including offline advertisements and online promotions on professional platforms [2]. - The marketing efforts have intensified, with daily releases of new marketing materials to attract investors [1][2]. Market Trends - The CSI A500 index has shown strong performance, with 7 out of 11 trading days from August 1 to August 15 experiencing gains, including a nearly 1% increase on August 13 [2]. - The trading activity for the A500 ETF has been robust, with daily transaction volumes exceeding 48 billion yuan during the week of August 11 to August 15 [2]. Net Inflows - For the week of August 11 to August 15, Huatai-PB A500 ETF saw a net inflow of 1.129 billion yuan, while the A500 ETF (512050) had a net inflow of 791 million yuan [3]. - From August 1 to August 15, several ETFs, including Huatai-PB and E Fund, experienced significant net inflows, with Huatai-PB exceeding 1 billion yuan [3]. Future Outlook - The market is expected to enter an upward phase, driven by positive policy signals and increased risk appetite among investors, which could lead to a resurgence in ETF scales [5][6]. - The upcoming earnings disclosures are anticipated to provide further guidance for the market, with a focus on sectors experiencing growth due to industry trends [6].

8月14日三大股指涨跌不一，沪指盘中突破3700点关键位置，A500ETF基金(512050)价格盘中续创新高，多个持仓股表现亮眼，截至14：18，寒武 纪-U再度爆发涨超10%，海光信息、机器人、中国长城（000066）等纷纷走强。截至发文，该ETF盘中成交额超51亿元，断层位居同类产品第 一。 消息面上，近期，2025年超长期特别国债支持设备更新的1880亿元投资补助资金已下达完毕，支持工业、用能设备、能源电力、交通运输、物 流、环境基础设施、教育、文旅、医疗、住宅老旧电梯、电子信息、设施农业、粮油加工、安全生产、回收循环利用等领域约8400个项目，带动 总投资超过1万亿元。 申万宏源首席策略分析师就牛市底气来源做出总结，一是新经济如火如荼地发展，将会带来企业业绩改善，以AI应用、创新药为典型代表。第 二，传统经济动能下行趋势放缓，资产价格逐步稳住。第三，民营经济得到了进一步的促进和发展。第四，监管过去几年励精图治，提升上市公 司治理水平，提高上市公司分红派息比例，耐心资本底气更足。 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 ...

Market Overview - The market experienced a morning surge followed by a pullback, with mixed performance across the three major indices, while the CSI A500 Index rose by 0.27% [1] - As of the morning close, 38 ETFs tracking the CSI A500 Index saw slight increases, with 17 of them having transaction volumes exceeding 1 billion yuan, and 3 surpassing 3.1 billion yuan [1] ETF Performance - The A500 ETF Fund recorded a transaction amount of 4.134 billion yuan, with a current price of 1.041 and a change of 0.19% [2] - The A500 ETF Southern had a transaction amount of 3.257 billion yuan, with a current price of 1.088 and a change of 0.37% [2] - The A500 ETF Huatai-PB had a transaction amount of 3.125 billion yuan, with a current price of 1.105 and a change of 0.18% [2] Market Sentiment - Brokerages express optimism, suggesting that the current market rally is not yet over, comparing it to an "enhanced version of 2013" [1] - The market structure this year resembles that of 2013, with small-cap and growth styles prevailing, but overall performance is expected to be significantly better than in 2013 [1] - Looking ahead, there may be increased index volatility due to revaluation and new capital entering the market, but the combination of loose liquidity, profit recovery, and narrative shifts indicates that the current rally, which began after the "924" event last year, is still ongoing [1]