創業板收評 | A股創年內新高,創業板50、創業板指升超3%,領升寬基指數
今日A股放量近2000億上升,創年內新高,滬指升1.03%,深成指升1.72%,創業板50升3.57%,創業板指升3.11%,升穿5月14日高點重回2100點,領升全市場寬基指數。盤面上,大金融板塊掀升停潮,軍工、半導體芯片、數字貨幣等板塊升幅居前。①中東地緣風險消退後,美元指數走弱利好非美資產。②近兩日連續兩位美聯儲官費放風7月降息,或提振市場對下半年流動性改善的預期。③央行:將研究推動金融數字化智能化轉型的政策文件。④當前新質生產力有望成為經濟發展引擎,同時在併購重組新規下,今年電子、醫藥、新能源等新質生產力類行業整合加速。⑤創業板以“三創四新”為導向,近日創業板正式啟用第三套標準,意味着後續創業板將吸納更多創新成長企業。值得關注的產品,截至今日收盤升跌幅一覽:費率最低的創業板新經濟核心代表:創業板ETF華夏(159957),+4.13%,包含寧德時代(動力電池)、匯川技術(工業自動化)、邁瑞醫療(醫療設備)、陽光電源(光伏逆變器)、東方財富(互聯網金融)、温氏股份(農業)等。費率最低的創業板核心資產“漂亮50”:創業板50ETF華夏(159367),+3.11%,包含寧德時代、邁瑞醫療、愛爾眼科(眼科醫療)、億緯鋰能(鋰電池)、同花順(金融信息服務)。人工智能指數中CPO含量最高:創業板人工智能ETF華夏(159381),+2.45%,包含新易盛(光模塊)、中際旭創(光模塊)、軟通動力(IT服務)、潤澤科技(IDC/雲計算)、天孚通信(光器件)、深信服(網絡安全)、網宿科技(雲計算)等。
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