ETF午评 | AI硬件剧烈调整,通信设备ETF、通信ETF跌逾8%

格隆汇
Sep 04, 2025

A股三大指数早盘集体下跌,截至午盘,沪指跌1.97%,深成指跌2.37%,创业板指跌3.2%,北证50指数涨0.58%,沪深京三市半日成交额16187亿元,较上日放量1465亿元。全市场超2600只个股下跌。板块题材方面,AI硬件方向大幅走弱,寒武纪、中际旭创等多只核心股跌幅超过10%,半导体、小金属概念同步杀跌;新能源逆势走强,零售、旅游及酒店涨幅居前;CPO、半导体、贵金属、军工装备、有色金属板块跌幅居前。 ETF方面,隔夜美股科技股上涨,景顺长城基金纳指科技ETF涨2.25%。光伏板块逆势上扬,浦银安盛基金光伏龙头ETF、华安基金光伏ETF指数基金和平安基金光伏ETF基金分别涨2.06%、1.96%和1.88%。旅游板块表现活跃,华夏基金旅游ETF涨1.54%。锂电池板块延续涨势,电池ETF嘉实、富国基金科创板新能源ETF分别涨1.52%、1.48%。 AI硬件方向大幅走弱,通信设备ETF、通信ETF均跌逾8%,人工智能ETF跌7.84%。科创芯片板块继续回调,科创芯片ETF南方、科创芯片50ETF均跌逾7%。

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