Market Overview - The first trading day of the Year of the Horse (February 24) saw A-shares open positively, with the ChiNext index rising by up to 2% and the Shanghai Composite Index closing up 0.87% [1][14] - Over 4,000 stocks in the market rose, with more than 100 stocks hitting the daily limit [1][14] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 2.2 trillion yuan, an increase of 219.3 billion yuan from the previous trading day [1][14] Sector Performance - The chemical sector continued to rise, with active performances in phosphate chemicals and fertilizers, leading to several stocks, including Hebang Biotechnology, hitting the daily limit [1][14] - The Chemical ETF (516020) surged by 3.42%, attracting 222 million yuan in the previous five trading days [1][14] Precious Metals and Commodities - Following the Spring Festival, the domestic market entered a peak working season, with the "golden March and silver April" period expected to see increased industrial production and infrastructure projects [3][16] - Precious metals prices surged due to rising risk aversion stemming from U.S. tariff policy disputes and geopolitical tensions, with the Precious Metals ETF (159876) rising by 3.18% and attracting a net subscription of 6 million units [3][16] - The outlook for gold demand is optimistic, with expectations of surpassing 5,000 tons globally by 2025, driven by strong investment flows and central bank purchases [7][19] Military and Aerospace Sector - The military sector showed strong performance, with the Military ETF (512810) rising by 1.16% and experiencing a premium at closing [9][21] - The domestic aviation sector is expected to accelerate, with the C919 aircraft averaging nearly 50 flights per day during the Spring Festival, a 52.6% increase year-on-year [11][24] - Geopolitical tensions, particularly between the U.S. and Iran, are expected to heighten the urgency of national defense construction in China [11][24] Investment Strategies - Analysts suggest maintaining a focus on cyclical price increases and the expansion of AI trends as the main market themes [4][17] - The investment strategy emphasizes a dual focus on technology and resource products, with technology centered on AI, new energy, and innovative pharmaceuticals, while resource products focus on precious metals and basic chemicals [4][17]

Group 1 - The AI industry chain is experiencing fluctuations, with the integrated circuit and CPO sectors being active, while the cloud computing sector is undergoing a pullback. The CSI Artificial Intelligence Theme Index rose by 0.2%, while the CSI Sci-Tech Innovation and Entrepreneurship AI Index fell by 0.4%, and the Shanghai Sci-Tech Innovation Board AI Index decreased by 2.8%. The E Fund AI ETF (159819) saw a net subscription of over 700 million units throughout the day [1]. - According to a report from CITIC Securities, the pre-computing power sector is expected to see continued growth in performance by 2025, driven by ongoing capital expenditures from major CSPs, the release of token demand, and continuous product capability improvements. Structural highlights are emerging in AI applications, particularly in AI fintech, AI healthcare, and AI data sectors, with general agent applications also showing resilient growth. Overall profitability in the sector is anticipated to improve significantly [1]. - Looking ahead to 2026, the computing power sector is expected to maintain its prosperity, and AI applications are poised to encounter pivotal opportunities [1]. Group 2 - The CSI Sci-Tech Innovation and Entrepreneurship AI Index focuses on leading companies in the AI sector, comprising 50 stocks with larger market capitalizations involved in AI foundational resources, technology, and application support, with nearly 90% of the composition from the electronics, communications, and computer industries [3]. - The E Fund AI ETF tracks the Shanghai Sci-Tech Innovation Board AI Index, which covers leading AI companies in the Sci-Tech Innovation Board, consisting of 30 stocks with significant market capitalizations involved in AI foundational resources, technology, and application support, focusing on computing power and application segments, with over 85% of the composition from the electronics and computer industries [5][6].

截至收盘，创业板成长指数上涨1.5%，创业板指数上涨1.0%，创业板中盘200指数上涨0.4%，相关ETF交投活跃，创业板ETF易方达（159915）全天成交额 超30亿元。 每日经济新闻 ...

该公司成立于2007年6月，法定代表人为李艾东，经营范围包括创业投资及其代理、咨询、顾问、管理 服务等，由湖南省人民政府国有资产监督管理委员会、湖南兴湘投资控股集团有限公司、湖南省国有投 资经营有限公司共同持股。 天眼查App显示，近日，湖南高新创业投资集团有限公司发生工商变更，注册资本由约101.9亿人民币增 至约188亿人民币，增幅约84%。 ...

亚商投顾熊舞老师提醒大家：股市有风险，投资需要多加小心，避免不必要的风险。 一、大盘 1.盘面 上证指数早盘大幅高开，随后先回调再小幅拉升，午后窄幅震荡，截止收盘，指数上涨0.87%，收出小阴线，全天成交额9386亿，相比上交易日的8468亿， 增加了918亿。 深证成指早盘大幅高开，随后先跌后涨，午后小幅回落，截止收盘，指数上涨1.36%，收出十字线，全天成交额1.26万亿，相比上交易日的1.14万亿，增加 了1200亿。 2.技术分析 1）【美拟以"国家安全"为由对约六个行业加征新一轮关税】当地时间23日，美国媒体报道称美国政府正考虑以"国家安全"为由，对约六个行业加征新一轮 关税。知情人士称，拟议关税可能涵盖大型电池、铸铁及铁制配件、塑料管道、工业化学品以及电网和电信设备等行业。这些新关税将独立于近期宣布的全 球15%关税措施单独实施。 5.综述 今日市场冲高回落，创业板指盘中一度涨超2%。热点快速轮动，全市场超4000只个股上涨，其中109只个股涨停。个股普涨，市场情绪大幅回暖。 图片来源：东方财富 上证指数今日高开后偏强震荡，继续依托5日线稳步上行。短期来看，震荡蓄势的格局未改。从技术面观察，MAC ...

奋力谱写中国式现代化山东篇章 林武讲话 周乃翔主持 葛慧君出席 2月24日是马年春节后首个工作日，省委召开全省干事创业担当尽责确保"十五五"开好局工作会议，深 入贯彻习近平总书记视察山东重要讲话和重要指示批示精神，动员全省上下进一步干事创业、担当尽 责，以永不懈怠的精神状态和一往无前的奋斗姿态，扎实做好各项工作，确保"十五五"开好局、起好 步，奋力谱写中国式现代化山东篇章。 省委书记林武出席会议并讲话，省委副书记、省长周乃翔主持，省政协主席葛慧君出席。 林武在讲话中指出，过去的一年，对山东来说是极不平凡、极富挑战的一年，也是虽难犹进、令人鼓舞 的一年。在以习近平同志为核心的党中央坚强领导下，我们坚定扛牢"走在前、挑大梁"使命担当，顶压 前行应变局，全力以赴拼经济，因地制宜育新质，深化改革求突破，克难攻坚防风险，各项工作取得新 进展，实现"十四五"圆满收官。今年是"十五五"开局起步之年，开局当有开局之势、起步应有起步之 为。全省广大党员干部必须进一步强化担当之志、提升担当之能、尽好担当之责，以"时时放心不下"的 责任感和"事事心中有底"的行动力，把各项工作抓得更紧更有成效。 全省干事创业担当尽责 林武强调，干事 ...

科创创业ETF国泰（588360）跟踪的是科创创业50指数（931643），单日涨跌幅限制达20%，该指数从 科创板与创业板中选取市值较大的50只新兴产业上市公司证券作为指数样本，以反映代表性新兴产业的 整体表现。指数聚焦于电子、电力设备、通信、医药生物等行业，强调科技属性和创新成长性，行业配 置相对均衡。 （文章来源：每日经济新闻） 2月24日，科技行情节后启动，科创创业ETF国泰（588360）收涨超1.1%。 华创证券指出，科技+顺周期仍是市场主线，节奏上科技有望率先启动。春节期间国内科技产业催化不 断：国产大模型的普及和应用显示居民对AI的接受度持续提升，中国AI大模型有望实现弯道超车；同 时，四家机器人企业登上春晚展示，显示出中国人形机器人产业在集群控制、硬件制造和量产能力上的 优势。从配置看，康波周期下的科技博弈有望继续打开估值上限，短期受益于产业催化，机器人、AI 相关产业链有望率先反应。结构上应关注算力硬件、AI应用、机器人、智能驾驶、储能等领域。 ...

Group 1 - The core viewpoint of the article highlights the increasing investment interest in the AI sector, particularly through the ChiNext AI ETF, which saw a net inflow of 20 million shares, indicating strong market demand for AI-related investments [1] - The AI industry is experiencing deepening advancements, with China making progress in large models and AI applications, including robotics, which are meeting or slightly exceeding expectations [1] - Despite the competitive landscape becoming more differentiated due to industry transformation, the overall bullish logic for the AI sector is strengthening [1] Group 2 - The article notes a shift in AI logic during the holiday period, with overseas markets expressing concerns about "AI disrupting software business models," while domestic markets are seeing a surge in new large models and applications around the Spring Festival [1] - The daily price fluctuation limit for the ChiNext AI ETF is set at 20%, and it tracks the ChiNext AI Index, which focuses on AI-related companies listed on the ChiNext board [1] - The index includes companies from software development, information technology services, and smart hardware sectors, aiming to reflect the overall performance of enterprises engaged in AI technology research and application [1]

创业板人工智能ETF富国（159246）跟踪创业板人工智能指数，实行20CM涨跌幅限制，指数从创业板 上市公司中精选出50家企业，业务涵盖存算和网络设备、数据和软件服务、场景应用等人工智能相关领 域，实现了"硬件+软件+应用"AI全产业链覆盖，同时重点布局通信设备和光模块龙头企业。场外投资 者可以通过联接基金（A类024662；C类024663）关注机会。 消费电子ETF富国（561100）紧密跟踪中证消费电子主题指数（931494），指数从沪深A股中选取50只 业务涉及元器件生产、整机品牌设计及生产等消费电子相关的上市公司股票作为指数样本股。场外投资 者也可以通过消费电子ETF富国联接（A类015876；C类015877）关注机遇。 A股马年首个交易日科技方向继续强势表现，其中AIPC、AI手机、AI眼镜、AI应用、AI芯片、AI语料 等细分板块表现活跃。截至发稿，创业板人工智能ETF富国（159246）盘中涨幅达2.93%，消费电子 ETF富国（561100）盘中涨幅达2.33%。其中，创业板人工智能ETF富国和消费电子ETF富国共有成分股 天孚通信涨超15%，北京君正涨超14%。 春节期间AI硬件、智能 ...

每日经济新闻 | 创业板ETF易方达 低费率 | | | | | --- | --- | --- | --- | | 跟踪创业板指数 | | | | | 该指数由创业板中市值大、流 动性好的100只股票组成,战 | 截至午间收盘 该指数涨跌 | 该指数 滚动市盈率 | 该指数自2 发布以来估 | | 略新兴产业占比较高,电力设 | | | | | 备、通信、电子行业合计占比 近60% | 1.8% | 42.1倍 | 38. 8 | | 创业板200ETF易方达 低费率 | | | | | 跟踪创业板中盘200指数 | | | | | 该指数由创业板中市值中等、 | 截至午间收盘 | 该指数 | 该指引 | | 流动性较好的200只股票组成, | 该指数涨跌 | 滚动市盈率 | | | 反映创业板市场中盘代表性公 | | | | | 司的整体表现,信息技术行业 | 1.0% | 113.0倍 | 2023年11 | | 占比超40% | | | 发布 | | 创业板成长ETF易方达 | | | | | 跟踪创业板成长指数 | | | | | 该指数由创业板中成长风格突 | | | | | 出、业绩增长较高、预 ...