ETF午评 | AI硬件回调居前,通信设备ETF、创业板人工智能ETF国泰跌逾6%

格隆汇
Sep 02, 2025

A股三大指数早盘集体下跌,截至午盘,沪指跌0.79%,深成指跌2.21%,创业板指跌2.9%,北证50指数跌1.28%,沪深京三市半日成交额19304亿元,较上日放量840亿元。全市场超4400只个股下跌。板块题材方面,算力硬件、军工装备、消费电子、数字货币概念股跌幅居前;贵金属、银行、旅游及酒店板块表现相对活跃。 ETF方面,标普消费ETF涨2.86%。大金融板块表现活跃,华夏基金港股通金融ETF、银行ETF天弘和银行ETF南方分别涨1.42%、1.29%和1.26%。公用事业板块走高,嘉实基金绿色电力ETF和鹏华基金公用事业ETF分别涨1.1%和1.01%。 昨日溢价涨停的新能源车电池ETF跌9.97%,AI硬件板块全线回调,通信设备ETF跌6.49%,创业板人工智能ETF国泰、创业板人工智能ETF华宝均跌6%。云50ETF、云计算ETF广发均跌5.4%。

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