ETF日报(05.13)丨存储概念集体回暖创业板ETF全天走强

智通财经05-13

智通财经APP获悉，今日港股大盘温和上涨，存储概念集体回暖，创业板及半导体ETF全天走强。截至收盘，恒生指数涨0.15%，报26388.44点，全日成交额2777.71亿港元；恒生科技指数涨 0.46%，报 5093.85点。港股相关ETF中居前的三只产品表现分别为：盈富基金(02800)涨0.15%，报26.52港元；南方恒生科技(03033)涨0.4%，报4.988港元；南方两倍做多海力士(...

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Nadella在美国会晤，有望进一步深化微软与SK海力士的战略伙伴关系，特别是HBM供应方面。此外，韩国政府或将出手干预三星罢工以稳定供应链。韩国海关最新数据显示存储芯片出口价格持续攀升，印证AI算力需求带动的存储上行周期正在加速演绎。海通国际首席经济学家张忆东认为，存储行业基本面景气延续向上，Q2涨价趋势已得到产业链充分验证，板块后续投资主线正式从全面普涨转向结构性分化。当前市场关注点已不再停留于存储价格能否实现环比上涨，转而聚焦价格绝对上行高度、高景气价格中枢维持时长，以及各下游终端对持续涨价的成本承受力差异。消费电子与AI服务器两大需求链条景气度背离，成为主导后续行情的核心变量。2.创业板指重返4000点上方，创业板50及科创综指持续上行，创业板及半导体ETF全天走强。在AI产业链景气度持续扩散及半导体国产化逻辑强化双重驱动下，相关ETF表现亮眼。具体来看，中韩半导体ETF华泰柏瑞(513310)收涨9.57%，报6.134元；科创板半导体ETF华夏(588170)收涨4.7%，报2.316元；创业板人工智能ETF南方(159382)收涨4.89%，报3.066元；创业板人工智能ETF富国(159246)收涨4.81%，报1.35元。兴业证券认为，尽管创业板博弈激烈，但AI胜率仍相对较高。具体来看，AI板块的赚钱效应可能对其他板块形成虹吸，即使行情调整，资金流出其他板块来博弈AI反弹的需求更强，导致AI胜率相对更高，而其他板块的调整会更为明显。光大证券则表示，当前创业板指数估值偏高，但基本面支撑同样较强，不易发生趋势性行情，预计偏强震荡为主。机构观点招商证券指出，4月以来费城半导体指数持续上涨，2026年全球CSP合计资本开支预计约8300亿美元，带动AI 产业链景气度持续提升。存储行业供需缺口将延续至2027年，国内模组公司进入利润放量期。全球CPU市场空间大幅提升，国产算力订单及营收高速增长，同时带动国内先进制程需求。国内存储扩产趋势明确，国产化率迎来提升，设备订单持续向好、材料随产能突破瓶颈后迎来规模化提升。招商证券建议关注受益于供需紧张的存储、需求持续向好的算力及代工、扩产周期的设备材料等，同时建议关注各科创指数和半导体指数核心成分股。ETF动向5月13日，场内ETF首日上市4只基金：1.工业有色ETF易方达(159032)首日上市，收涨1.6%，报1.018元，成交额1.03亿元。基金追踪中证工业有色金属主题指数，聚焦铜、铝、稀土等工业有色金属产业链。2.港股通科技ETF博时(159010)首日上市，收跌0.4%，报0.997元，成交额8937.15万元。基金追踪恒生港股通科技主题指数，阿里巴巴-W(09988)、腾讯控股(00700)、中芯国际(00981)等科技龙头。3.N食品ETF富国(560320)首日上市，收涨0.3%，报0.999元，成交额4431.97万元。基金追踪中证全指食品指数，聚焦调味、乳品等大众食品赛道。4.N汽车ETF南方(516840)首日上市，收涨0.1%，报0.987元，成交额4983.01万元。基金追踪中证全指汽车指数，覆盖整车及零部件产业链。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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ETF日报(05.13)丨存储概念集体回暖 创业板ETF全天走强

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ETF日报(05.13)丨存储概念集体回暖创业板ETF全天走强