{"id":81728,"topic":"ai","source":"新浪财经","title":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压 - 新浪财经","url":"https://finance.sina.cn/2026-09-14/detail-inirupfe4679493.d.html?vt=4","url_hash":"201bf2c9cd8c58b7a50c65eaabe4cb491c7491b1","author":"","summary":"<a href=\"https://news.google.com/rss/articles/CBMieEFVX3lxTE54QldUcFFOVTEwdGdzR2RpS0FCV1h3d25IcGRnRTA5WUhnVFFKVWNJdlVKanB1VHBTSXFQM3Y1OUU4Z1dHbVF2QTNOSGlCTG9yTm5kUE1ZZENNaUZGUlNXZDg0aHNqajRaYmxGMkMwMzNXRHNXSDh6TQ?oc=5\" target=\"_blank\">财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">新浪财经</font>","content":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压\n9月14日，据新浪人工智能热点小时报，海外网评指出人工智能发展正从\"技术变量\"走向\"经济变量\"，行业进入下半场；同时江苏战新基金集群宣布重仓人工智能。在人工智能产业政策与资本持续加码的背景下，相关主题产品盘中表现分化。\n截至9月14日13点15分，大盘四大指数整体为涨跌互现格局。上证指数盘中涨0.02%，深证成指盘中跌0.48%，沪深300盘中跌0.45%，创业板指盘中跌0.69%。隔夜美股三大指数集体收涨，道指涨0.98%、纳指涨0.96%、标普500涨0.86%。\n人工智能ETF华富(515980)盘中跌1.21%，成交额9173万元，换手率1.47%，规模63.03亿元。该ETF前5个交易日（9月7日至9月11日）累计下跌0.4%（较9月4日收盘）。与沪深300盘中跌0.45%相比，该ETF跌幅更深，跑输大盘0.76个百分点。\n据2026年2季度基金季报，人工智能ETF华富前十大权重股合计占比68.90%。其中寒武纪(688256)盘中跌0.10%，新易盛(300502)盘中跌3.94%，中际旭创(300308)盘中跌4.52%，澜起科技(688008)盘中跌3.27%，海光信息(688041)盘中跌2.74%。权重股整体承压拖累ETF表现。\n资金流向方面（截至9月11日），人工智能ETF华富上一交易日（9月11日）主力资金净流出2566万元，已连续3个交易日主力资金净流出，区间累计主力资金净流出8374万元。近5个交易日主力资金累计净流出3581万元（9月7日至9月11日），5日净流出率0.6%。该ETF管理费率0.5% 托管费率0.1%，综合费率0.6%/年，场外联接基金（A类：008020；C类：008021）。\n长江证券指出，光迅科技(002281)26H1营收66.10亿元，同比增26.1%；归母净利5.82亿元，同比增56.3%。Q2业绩延续高增，主要受传输业务（同比 50.5%）及海外收入（同比 73.8%）双轮驱动。产品结构优化推动综合毛利率同比提升3.0pct。1.6T光模块具备批量交付能力，3.2T硅光模块完成验证。预计2026-2028年归母净利分别为17.35亿、33.86亿、45.41亿元，维持\"买入\"评级。光迅科技为人工智能ETF华富前十大权重股，盘中跌2.88%。据Choice数据，人工智能指数最新市盈率49.21倍。","image_url":"//n.sinaimg.cn/default/2fb77759/20151125/320X320.png","lang":"zh","published_at":"2026-09-14T06:10:51+00:00","fetched_at":"2026-09-14T06:15:07+00:00","status":"read","starred":0,"extract_state":"ok","summary_auto":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压\n9月14日，据新浪人工智能热点小时报，海外网评指出人工智能发展正从\"技术变量\"走向\"经济变量\"，行业进入下半场；同时江苏战新基金集群宣布重仓人工智能。在人工智能产业政策与资本持续加码的背景下，相关主题产品盘中表现分化。\n截至9月14日13点15分，大盘四大指数整体为涨跌互现格局。上证指数盘中涨0.02%，深证成指盘中跌0.48%，沪深300盘中跌0.4…","cluster_id":null,"extract_retries":0,"extract_error":null,"contract_version":"news_item.v1","format_contract_version":"news_item_formats.v1","dedup_url":"https://finance.sina.cn/2026-09-14/detail-inirupfe4679493.d.html?vt=4","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 1037 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":1037,"summary_length":221,"usable_text_length":1037,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":1037,"summary_length":221}},"news_item":{"id":81728,"canonical_url":"https://finance.sina.cn/2026-09-14/detail-inirupfe4679493.d.html?vt=4","source_url":"https://finance.sina.cn/2026-09-14/detail-inirupfe4679493.d.html?vt=4","title":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压 - 新浪财经","source_name":"新浪财经","author":null,"published_at":"2026-09-14T06:10:51+00:00","locale":"zh","topic":"ai","tags":[],"rss_summary":"<a href=\"https://news.google.com/rss/articles/CBMieEFVX3lxTE54QldUcFFOVTEwdGdzR2RpS0FCV1h3d25IcGRnRTA5WUhnVFFKVWNJdlVKanB1VHBTSXFQM3Y1OUU4Z1dHbVF2QTNOSGlCTG9yTm5kUE1ZZENNaUZGUlNXZDg0aHNqajRaYmxGMkMwMzNXRHNXSDh6TQ?oc=5\" target=\"_blank\">财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压</a>&nbsp;&nbsp;<font color=\"#6f6f6f\">新浪财经</font>","full_text":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压\n9月14日，据新浪人工智能热点小时报，海外网评指出人工智能发展正从\"技术变量\"走向\"经济变量\"，行业进入下半场；同时江苏战新基金集群宣布重仓人工智能。在人工智能产业政策与资本持续加码的背景下，相关主题产品盘中表现分化。\n截至9月14日13点15分，大盘四大指数整体为涨跌互现格局。上证指数盘中涨0.02%，深证成指盘中跌0.48%，沪深300盘中跌0.45%，创业板指盘中跌0.69%。隔夜美股三大指数集体收涨，道指涨0.98%、纳指涨0.96%、标普500涨0.86%。\n人工智能ETF华富(515980)盘中跌1.21%，成交额9173万元，换手率1.47%，规模63.03亿元。该ETF前5个交易日（9月7日至9月11日）累计下跌0.4%（较9月4日收盘）。与沪深300盘中跌0.45%相比，该ETF跌幅更深，跑输大盘0.76个百分点。\n据2026年2季度基金季报，人工智能ETF华富前十大权重股合计占比68.90%。其中寒武纪(688256)盘中跌0.10%，新易盛(300502)盘中跌3.94%，中际旭创(300308)盘中跌4.52%，澜起科技(688008)盘中跌3.27%，海光信息(688041)盘中跌2.74%。权重股整体承压拖累ETF表现。\n资金流向方面（截至9月11日），人工智能ETF华富上一交易日（9月11日）主力资金净流出2566万元，已连续3个交易日主力资金净流出，区间累计主力资金净流出8374万元。近5个交易日主力资金累计净流出3581万元（9月7日至9月11日），5日净流出率0.6%。该ETF管理费率0.5% 托管费率0.1%，综合费率0.6%/年，场外联接基金（A类：008020；C类：008021）。\n长江证券指出，光迅科技(002281)26H1营收66.10亿元，同比增26.1%；归母净利5.82亿元，同比增56.3%。Q2业绩延续高增，主要受传输业务（同比 50.5%）及海外收入（同比 73.8%）双轮驱动。产品结构优化推动综合毛利率同比提升3.0pct。1.6T光模块具备批量交付能力，3.2T硅光模块完成验证。预计2026-2028年归母净利分别为17.35亿、33.86亿、45.41亿元，维持\"买入\"评级。光迅科技为人工智能ETF华富前十大权重股，盘中跌2.88%。据Choice数据，人工智能指数最新市盈率49.21倍。","excerpt":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压\n9月14日，据新浪人工智能热点小时报，海外网评指出人工智能发展正从\"技术变量\"走向\"经济变量\"，行业进入下半场；同时江苏战新基金集群宣布重仓人工智能。在人工智能产业政策与资本持续加码的背景下，相关主题产品盘中表现分化。\n截至9月14日13点15分，大盘四大指数整体为涨跌互现格局。上证指数盘中涨0.02%，深证成指盘中跌0.48%，沪深300盘中跌0.4…","extraction":{"state":"ok","confidence":0.9,"error":null,"explanation":"High confidence: full text extraction produced 1037 characters.","diagnostics_url":"/api/diagnose?url=https%3A//finance.sina.cn/2026-09-14/detail-inirupfe4679493.d.html%3Fvt%3D4","quality_profile":{"profile_version":"extraction_quality.v2","bucket":"high","confidence":0.9,"failure_kind":"none","retryable":false,"retry_after_attempts":0,"reason":"High confidence: full text extraction produced 1037 characters.","operator_guidance":{"severity":"ok","recommended_action":"trust_full_text","next_step":"Use the extracted full text as the primary article source.","operator_label":"Ready","can_retry":false,"can_use_summary":false,"diagnostics_required":false},"content_depth":{"contract_version":"content_depth.v1","category":"full_text","label":"Full text","has_full_text":true,"has_summary":true,"content_length":1037,"summary_length":221,"usable_text_length":1037,"source_field":"content"},"legacy_collapsed":false,"signals":{"extract_state":"ok","extract_error":null,"extract_retries":0,"content_length":1037,"summary_length":221}}},"display_formats":["compact","card","full","digest_section","json"]},"daily_stack_record":{"title":"财中ETF风向标｜人工智能ETF华富(515980)盘中跌1.21%，权重股集体承压 - 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