ETF
搜索文档
A股有望迎来300亿增量资金
21世纪经济报道· 2025-11-29 22:22
产品发行与资金流入 - 首批7只中证科创创业人工智能ETF于11月28日集中发售,管理人为易方达基金、华泰柏瑞基金、永赢基金、景顺长城基金、鹏华基金、摩根资管、工银瑞信基金 [2] - 产品募集期限最短为3个工作日,最长约为两周,若以募集上限统计,正式成立时有望为市场带来超过300亿元的增量资金 [2] - 永赢双创人工智能ETF在开卖当天销售份额超过9亿份,接近10亿份的募集上限 [6] 指数特点与表现 - 双创人工智能ETF跟踪标为中证科创创业人工智能指数,该指数发布于2025年5月14日,为首个横跨科创板、创业板的人工智能主题指数 [4] - 指数从科创板、创业板中选取50只业务涉及人工智能基础资源、技术及应用领域的上市公司证券作为样本 [5] - 指数采用“基础资源-技术-应用”三层选股体系,前三大行业集中在通信、电子、计算机,覆盖寒武纪等电子领域硬核标的及IT服务等应用端创业板公司 [8] - 截至2025年11月27日,中证科创创业人工智能指数年内涨幅达85.06%,跑赢科创板人工智能指数(45.49%)、创业板人工智能指数(82.78%)及中证人工智能产业指数(70.11%) [9] 行业布局与产品创新 - 双创人工智能指数选股横跨科创板与创业板,融合科创板硬科技实力与创业板应用活力,避免其他AI ETF的行业偏重问题,如创业板人工智能ETF超60%权重在通信,科创AI ETF超50%仓位在电子 [8] - 近期公募基金公司密集上报科创主题ETF,涉及科创创业机器人、科创板芯片、科创板芯片设计、科创板半导体材料、科创板创新药等细分赛道 [12] - 与双创人工智能ETF同日获批的还有9只科技类产品,包括3只科创芯片ETF、4只科创芯片设计主题ETF及2只科技主题主动权益基金 [13] 市场影响与机构观点 - 增量资金入场会提升科技板块成分股的交易活跃度与流动性,以标准化工具引导社会资金精准流入科创赛道,为相关企业提供长期资本支持 [14] - 在AI算力基础设施持续完善、应用场景不断拓展的背景下,中长期坚守具备真实业绩支撑的优质成长领域仍是重要策略,AI行情有望从算力基础层向更多应用领域扩散 [17] - 中国人工智能产业展现出显著投资价值,东亚市场凭借在全球半导体、芯片及人工智能供应链中的关键地位,持续受到资本关注,AI技术发展拉动对半导体和硬件需求 [17]
1 No-Brainer International Vanguard ETF to Buy Right Now for Less Than $100
Yahoo Finance· 2025-11-29 21:46
Key Points The VEU ETF has outperformed the S&P 500 this year. It offers a 2.7% dividend yield and has a very low expense ratio. With more than 3,800 stocks, the fund provides diversification away from U.S. stocks. 10 stocks we like better than Vanguard International Equity Index Funds - Vanguard Ftse All-World ex-US ETF › There are warning signs all over the economy, and not just for the purported artificial intelligence (AI) bubble that's threatening to pop. The Trump administration's tariff po ...
ETF月报|标普生物科技ETF、豆粕ETF、上海金ETF、金ETF上涨,货币基金、债券基金成为资金“避风港”
格隆汇· 2025-11-29 15:08
11月ETF市场表现 - 生物科技领域强势反弹,标普生物科技ETF单月上涨14.03%,纳指生物科技ETF上涨12.83% [1] - 大宗商品相关ETF表现抢眼,标普油气ETF上涨4.30%,粮食ETF广发上涨3.63%,豆粕ETF上涨3.37% [1] - 黄金板块开启新一轮上涨,多只黄金相关ETF涨幅均超过3.2% [2] - 日经225ETF下跌9.39%,金融科技ETF下跌8.92%,消费电子、机器人、软件等硬科技板块跌幅普遍在8%以上 [2] 11月ETF资金流向 - 资金流入避险资产,华宝添益ETF净流入114亿元,短融ETF净流入70亿元,银华日利ETF净流入64亿元 [2] - 黄金ETF继续获得69.04亿元资金涌入 [3] - 恒生科技类ETF强势吸金,恒生科技指数ETF净流入51.68亿元,恒生科技ETF净流入46.51亿元 [3] - 资金流出方面,沪深300ETF净流出28.39亿元,煤炭ETF净流出25.22亿元,上证50ETF净流出21.81亿元 [4] 部分ETF产品近况 - 食品饮料ETF最新份额为109.1亿份,增加了450.0万份,净申赎257.6万元,近五日上涨0.17% [6] - 游戏ETF最新份额为77.5亿份,减少了1000.0万份,净申赎-1426.6万元,近五日上涨4.37% [6] - 科创50ETF最新份额为517.2亿份,减少了3.6亿份,净申赎-5.0亿元,近五日上涨3.10% [6] - 云计算50ETF最新份额为2.8亿份,减少了200.0万份,净申赎-314.4万元,近五日上涨5.57% [6]
Tech's Rising Anxiety Opens An Intriguing Opportunity For ProShares Nasdaq-100 High Income ETF
Benzinga· 2025-11-28 21:23
Although the technology sector enjoyed robust returns this year, more recent sessions have witnessed worrying volatility trends. For example, since the beginning of January, the Nasdaq Composite gained over 20%. However, in the trailing month, the innovation-heavy index dipped roughly 3%. Fundamentally, the main culprit was rising skepticism regarding artificial intelligence.To be clear, it's not that generative AI itself arouses bubble suspicions. Rather, several enterprises tied to the broader theme of au ...
Should State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) Be on Your Investing Radar?
ZACKS· 2025-11-28 20:21
Launched on November 8, 2005, the State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) is a passively managed exchange traded fund designed to provide a broad exposure to the Mid Cap Blend segment of the US equity market.The fund is sponsored by State Street Investment Management. It has amassed assets over $15.07 billion, making it one of the larger ETFs attempting to match the Mid Cap Blend segment of the US equity market.Why Mid Cap BlendWith market capitalization between $2 billion and $10 billion, mi ...
两市开盘后均有上涨表现,随后维持震荡,临近收盘点位逐渐回落
财达证券· 2025-11-28 12:38
每日市场观 2025 年 11 月 28 日 【今日关注】 两市开盘后均有上涨表现,随后维持震荡,临近收盘点位逐渐回落。 最终上证指数上涨 0.29%,深证成指收跌 0.25%,成交量较前一交易日 略有收缩。个股涨跌数量基本持平,一定程度表明资金整体尚无明确 共识。热点方面,电池、消费电子、半导体等科技板块领涨,传媒、 基建板块跌幅居前。科技主线中长期趋势明确,短期或延续震荡整固。 受政策利好推动,消费电子需求市场空间前景广阔,叠加国产替代共 识,未来产业链中下游市场有望获得资金持续关注。新能源车补贴退 坡时点临近,政策推力逐渐加大,倒逼电池产业加速升级。考虑到光 伏及储能潜在需求,同样值得关注。 科技方向仍是重点领域。其中,前期涨幅较大板块和个股建议谨慎参 与。临近年终,业绩和政策开始受到资金重点关注,确定性预期具备 较高防御及进攻潜力,可优选市场规模、技术优势、政策方向较为明 晰的标的,择机布局。 【市场回顾】 市场概况:11 月 27 日,市场冲高回落,创业板指、深成指先后翻绿, 创业板指此前一度涨超 2%。截至收盘,沪指涨 0.29%,深成指跌 0.25%, 创业板指跌 0.44%。 【资金面】 【消 ...
'Green light' away from AI trade: Two ETF executives see a key market shift underway
CNBC· 2025-11-28 05:00
A key rotation away from artificial intelligence stocks may be underway in the market.According to Astoria Portfolio Advisors' John Davi, a broader range of stocks are getting a "green light" because liquidity is returning to the system."The Fed cut rates four times last year. They cut rates twice already. They're going to go again whether its December [or] January," the firm's CEO and chief investment officer told CNBC's "ETF Edge" this week. "Historically whenever the Fed cuts interest rates, usually that ...
Be Thankful to These ETFs This Year
ZACKS· 2025-11-27 00:01
As Americans prepare for Thanksgiving, investors have their own reasons to be grateful this year – despite a year marked by dramatic twists in geopolitical scenario, technological sphere and Fed policy changes. Wall Street’s 2025 journey has been nothing short of turbulent, with sharp downturns in April followed by powerful rebounds from May. Despite the volatility, SPDR S&P 500 ETF Trust (SPY) has added about 12.7% so far this year (as of Nov. 21, 2025).A Volatile Year for Wall StreetStocks swung sharply ...
多只通信板块ETF上涨;ETF简称规范倒计时丨ETF晚报
21世纪经济报道· 2025-11-26 23:52
指数与板块表现 - 三大指数涨跌互现,上证综指下跌0.15%至3864.18点,深证成指上涨1.02%至12907.83点,创业板指上涨2.14%至3044.69点 [1][3] - 通信、综合与电子板块领涨,日涨幅分别为4.64%、1.79%和1.58%,国防军工板块表现最差,日跌幅为2.25% [5] - 近5个交易日通信和传媒板块涨幅领先,分别为4.52%和4.23%,石油石化板块跌幅最大,为-6.02% [6] ETF市场整体表现 - 跨境型ETF平均涨幅最高,为0.86%,股票型策略指数ETF平均表现最差,为-0.14% [8] - 股票型ETF中通信ETF(515880.SH)以5.61%的日涨幅领跑,通信设备ETF(159583.SZ)和创业板人工智能ETF大成(159242.SZ)分别上涨5.54%和5.29% [1][10] - 商品型ETF中黄金ETF(518880.SH)成交额达45.96亿元,基金规模为894.35亿元 [14] ETF成交活跃度 - 股票型ETF中A500ETF基金(512050.SH)成交额最高,为56.37亿元,基金规模197.32亿元 [12][13] - 债券型ETF中短缺ETF(511360.SH)成交额达235.98亿元,规模为723.37亿元 [14] - 跨境型ETF中港股创新药ETF(513120.SH)成交活跃,成交额为76.80亿元,规模250.41亿元 [14] ETF行业监管动态 - 沪深交易所要求所有ETF在2026年3月31日前完成更名,扩位简称需采用“投资标的核心要素+ETF”结构并包含基金管理人简称 [2] - 新规涉及中国1300多只ETF产品,总规模超过5.6万亿元,旨在解决命名混乱导致的投资者识别困难问题 [2]
XLI: 3 Reasons To Consider Buying This ETF
Seeking Alpha· 2025-11-25 20:15
The Industrials Select Sector SPDR Fund ( XLI ) is an ETF which seeks to provide investors exposure to a stock index composed of U.S. industrial companies. The ETF launched in December 1998, has net assets of $23 billion, and has a expense ratio of 0.08%.Blue Chip Portfolios is an investment publication company focused on delivering investing insights on single stocks, ETFs, and CEFs. Blue Chip Portfolios is also the publisher of the Blue Chip Portfolio's Newsletter on BeehiivAnalyst’s Disclosure:I/we have ...