ETF午評 | 雅下水電概念上下遊大爆發,建材ETF易方達飆漲8%
A股三大指數早盤集體上漲,截至午盤,滬指漲0.44%,深成指漲0.29%,創業板指漲0.12%,北證50指數漲1.78%,滬深京三市半日成交額11026億元,較上日放量733億元。全市場超3500只個股上漲。板塊題材上,雅下水電、水泥建材、鋼鐵、房屋檢測板塊漲幅居前;光刻機、跨境支付、CPO、銀行板塊跌幅居前。ETF方面,水泥建材板塊大爆發,建材ETF易方達、富國基金建材ETF、國泰基金建材ETF分別漲8.23%、7.88%、7.6%,最新溢折率分別是2.42%、2.24%和1.99%。基建板塊跟隨上揚,廣發基金基建50ETF、華夏基金基建50ETF和銀華基金基建ETF漲超5%,溢折率均有1%。鋼鐵板塊走高,國泰基金鋼鐵ETF漲3.38%。稀土板塊延續漲勢,華泰柏瑞基金稀土ETF和稀土ETF嘉實分別漲2.83%和2.8%。標普生物科技ETF、納指生物科技ETF分別跌1.91%和1.28%。AI硬件板塊回調,創業板人工智能ETF華寶、創業板人工智能ETF華夏分別跌1.51%和1.34%。穩定幣概念股延續弱勢,金融科技ETF、金融科技ETF華夏分別跌1.45%和1.37%。
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