A股午后加速下挫，通信ETF华夏（515050）跌近3%，盘中成交额超10亿元

中金财经05-21

5月21日，前期快速冲高后AI硬件急速调整，芯片半导体领跌，截至14：40，通信ETF华夏(515050)跌2.90%，盘中成交显著放量，成交额突破10亿元。紫光股份、亨通光电、剑桥科技、烽火通信、网宿科技、太辰光跌幅居前。同类费率最低创业板人工智能ETF华夏(515050)跌近4%。消息面上，海外冲突出现缓和迹象，一定程度松动国内市场科技抱团行情，另一方面，美联储会议纪要放鹰：多数官员支持通胀...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2637880704?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/ http://caiji.3g.cnfol.com/colect/202605/21/20260521190735.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","is_english":false,"pubTime":"2026-05-21 15:01","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2637880704","market":"us","top_or_hot":-1,"title":"A股午后加速下挫，通信ETF华夏（515050）跌近3%，盘中成交额超10亿元","media":"中金财经","content":"<div>\n<p>5月21日，前期快速冲高后AI硬件急速调整，芯片半导体领跌，截至14：40，通信ETF华夏(515050)跌2.90%，盘中成交显著放量，成交额突破10亿元。紫光股份、亨通光电、剑桥科技、烽火通信、网宿科技、太辰光跌幅居前。同类费率最低创业板人工智能ETF华夏(515050)跌近4%。消息面上，海外冲突出现缓和迹象，一定程度松动国内市场科技抱团行情，另一方面，美联储会议纪要放鹰：多数官员支持通胀...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushiyaowen/20260521/32242918.shtml\">网页链接</a>\n\n</div>\n","source":"zhongjincaijing_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A股午后加速下挫，通信ETF华夏（515050）跌近3%，盘中成交额超10亿元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA股午后加速下挫，通信ETF华夏（515050）跌近3%，盘中成交额超10亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 15:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushiyaowen/20260521/32242918.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月21日，前期快速冲高后AI硬件急速调整，芯片半导体领跌，截至14：40，通信ETF华夏(515050)跌2.90%，盘中成交显著放量，成交额突破10亿元。紫光股份、亨通光电、剑桥科技、烽火通信、网宿科技、太辰光跌幅居前。同类费率最低创业板人工智能ETF华夏(515050)跌近4%。消息面上，海外冲突出现缓和迹象，一定程度松动国内市场科技抱团行情，另一方面，美联储会议纪要放鹰：多数官员支持通胀...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushiyaowen/20260521/32242918.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"159982","symbol_name":"中证500","start_time":0,"source_url":"http://sc.stock.cnfol.com/gushiyaowen/20260521/32242918.shtml","article_id":"2637880704","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/ http://caiji.3g.cnfol.com/colect/202605/21/20260521190735.png?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2637880704","pubTimestamp":1779346867,"columns":[{"name":"A股","id":33,"label_key":"policyRegulatory"}],"sourceInfo":{"source_id":"zhongjincaijing_highlight","name":"中金在线"},"weMediaInfo":null,"summary":"5月21日，前期快速冲高后AI硬件急速调整，芯片半导体领跌，截至14：40，通信ETF华夏跌2.90%，盘中成交显著放量，成交额突破10亿元。紫光股份、亨通光电、剑桥科技、烽火通信、网宿科技、太辰光跌幅居前。同类费率最低创业板人工智能ETF华夏跌近4%。光通信算力ETF：通信ETF华夏完整覆盖从紧缺的上游光芯片到受益于CPO/OCS新技术的光纤光缆、AI服务器、光互连全链条。","collect":0,"end_time":0,"defaultTopTitle":"cnfol.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159982":"中证500","399300":"沪深300","515050":"通信ETF华夏"},"translate_title":"A shares accelerated their decline in the afternoon, and communication ETF Huaxia (515050) fell nearly 3%, with intraday turnover exceeding 1 billion yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159982":1.5,"399300":1.5,"515050":1.5},"content_text":"5月21日，前期快速冲高后AI硬件急速调整，芯片半导体领跌，截至14：40，通信ETF华夏(515050)跌2.90%，盘中成交显著放量，成交额突破10亿元。紫光股份、亨通光电、剑桥科技、烽火通信、网宿科技、太辰光跌幅居前。同类费率最低创业板人工智能ETF华夏(515050)跌近4%。消息面上，海外冲突出现缓和迹象，一定程度松动国内市场科技抱团行情，另一方面，美联储会议纪要放鹰：多数官员支持通胀持续高企时加息，多人倾向删除宽松倾向。“新美联储通讯社”表示联储官员已搁置是否降息问题，4月会议开始更认真地权衡是否加息。积累较多止盈盘后，市场波动显著加大，短期科技板块或面临较大压力，中长期来看，AI仍然是目前市场景气度和确定性较强方向，调整过后或可逢低布局。光通信算力ETF：通信ETF华夏(515050)完整覆盖从紧缺的上游光芯片到受益于CPO/OCS新技术的光纤光缆、AI服务器、光互连全链条。该布局直接承接AI算力资本开支加速与技术迭代的双重驱动，是把握通信及电子算力板块业绩释放的核心工具。截至2026年4月30日，前十大权重股分别为中际旭创、新易盛、立讯精密、工业富联、东山精密、兆易创新、天孚通信、沪电股份、亨通光电、华工科技，前十大权重股合计占比60.5%。场外联接(A类：008086；C类：008087)高光模块含量AI主题ETF：创业板人工智能ETF华夏(159381)：跟踪指数的一半权重集中在光模块CPO板块，另一半权重复盖国产算力、AI软件应用领域，形成“硬件+应用”的均衡布局，新易盛、中际旭创、天孚通信三大光模块龙头权重占比超41%，位居AI类指数第一。前10大权重股为中际旭创(17.62%)、新易盛(15.18%)、天孚通信(8.33%)、协创数据、蓝色光标、润泽科技、长芯博创、北京君正、昆仑万维、同花顺。目前基金规模超20亿元，场内综合费率仅0.20%，为同类最低。场外联接(A类：025505；C类：025506)。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2637880704","isCrawlerRequest":true}