ETF日报(06.02)丨通信ETF全天走强恒生科技ETF反攻上扬

智通财经06-02

智通财经APP获悉，今日港股三大指数高开高走，恒生科技指数尾盘拉升收涨近5%。英伟达官宣进军PC市场，通信相关ETF全线走强；多数权重股全天强势，恒生科技ETF反攻上扬。截至收盘，恒生指数涨2.52%，报26038.32点，全日成交额3737.8亿港元；恒生科技指数涨4.72%，报5199.28点。港股ETF方面，按规模排序居前的产品中，盈富基金(02800)收涨2.49%，报26.32港元；...

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href=http://www.zhitongcaijing.com/content/detail/1449051.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，今日港股三大指数高开高走，恒生科技指数尾盘拉升收涨近5%。英伟达官宣进军PC市场，通信相关ETF全线走强；多数权重股全天强势，恒生科技ETF反攻上扬。截至收盘，恒生指数涨2.52%，报26038.32点，全日成交额3737.8亿港元；恒生科技指数涨4.72%，报5199.28点。港股ETF方面，按规模排序居前的产品中，盈富基金(02800)收涨2.49%，报26.32港元；南方...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1449051.html\">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":"FDN","symbol_name":"First Trust Dow Jones Internet 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PC产业链爆发，通信相关ETF全天走强。截至收盘，通信ETF国泰(515880)涨6.72%，报1.635元；通信ETF华夏(515050)涨5.71%，报1.222元；通信ETF银华(159994)涨5.44%，报1.493元。6月1日，英伟达CEO黄仁勋在COMPUTEX 2026主题演讲中宣布推出RTX Spark超级芯片，正式进军PC市场。该芯片集成Blackwell架构RTX GPU与20核心Grace CPU，配备128GB统一内存，可提供1 Petaflop的顶级本地AI算力。金元证券指出，RTX Spark的发布标志着AI Agent正从云端服务逐步下沉到本地终端，推动AI PC从“具备NPU的办公电脑”升级为“可本地运行大模型与Agent的个人AI计算平台”。华鑫证券分析，Arm架构PC的普及将带动相关IP、内存连接、终端ODM供应链需求，包括联想集团(00992)、华勤技术(03296)、兆易创新(03986)、江波龙(301308.SZ)、佰维存储(688525.SH)等。同时，高带宽统一内存(最高128GB)对内存接口、板载内存模组提出更高要求。2.多数权重股全天强势，恒生科技ETF反攻上扬。截至收盘，南方两倍做多恒科(07226)涨9.44%，报4.268港元；南方恒生科技(03033)涨4.71%，报5.095港元；恒生科技ETF南方(520570)涨3.77%，报0.825元。截至6月2日，受相关权重股带动，恒生科技指数收涨近5%，其中腾讯控股(00700)大涨超10%，美团-W(03690)收涨逾9%，京东集团-SW(09618)、阿里巴巴-W(09988)均收涨逾6%。东吴证券表示，5月行业层面继续围绕AI算力、国产半导体、指数体系扩容和大模型商业化展开。行业催化较密集，但在指数资金面转弱背景下，对行情的拉动更偏结构性。展望6月，恒生科技或延续“估值低位支撑、上行动能不足、区间震荡反复”的格局。低估值、指数调整和AI 产业催化有助于稳定下方空间；另一方面，海外通胀和FOMC不确定性、资金面转弱以及核心权重盈利兑现仍限制指数趋势性上行。公开资料显示，南方基金旗下恒生科技ETF南方(520570；场外联接基金A类020988；C类020989)紧密跟踪恒生科技指数，覆盖港股上市的30家市值规模较大、流动性较高的科技企业。兴业证券认为，AI叙事延续下，科技仍是主线，但需注意当前权重股公司盈利估值基本匹配，进一步的估值抬升或需要盈利端带动或更宽裕的流动性支撑。机构观点东吴证券观点认为，当前市场或处于风格切换的早期阶段，科技板块单边上行的顺畅行情难以延续。流动性边际收紧的背景下，板块整体波动率放大，行情轮动加快，市场获取超额收益的难度大幅提升。但需要明确的是，AI高景气产业趋势并未终结，后续科技赛道仍是主线。综合内外宏观环境、市场结构与产业趋势判断，6月配置思路上，建议坚守科技核心资产主线，同时兼顾红利防御以及具备内外需支撑的优质标的，平衡组合波动。","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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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ETF日报(06.02)丨通信ETF全天走强 恒生科技ETF反攻上扬

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ETF日报(06.02)丨通信ETF全天走强恒生科技ETF反攻上扬