ºº¼ÎÉè¼Æ×Ó¹«Ë¾·üÌ©¿Æ¼¼»ñÑû²Î±àAI±ê×¼ £¬ÊÖÒÕÊÆÁ¦»ñÐÐÒµÈÏ¿É Ð¡Åô»ãÌ조½µØº½Ä¸¡±º½ÐÐÆû³µ½«ÓÚ10ÔÂÔڵϰÝÊ×·É £¬ÍýÏë2026ϰëÄêÕýʽ½»¸¶ Êг¡î¿Ïµ×ܾ֣ºÒÔ±ê×¼Ö§³ÖÖÆÔìÒµ¸ßÖÊÁ¿×ªÐÍÉý¼¶ °²Ô´ÃºÒµ£ºÄâ¸üÃûΪ¡°½­ÎÙ×°±¸¡± ×Ö½ÚÌø¶¯±ÙÒ¥£ºÓëоԭ¹É·Ý²¢ÎÞAIоƬÏà¹ØÏàÖú À¶·«Ò½ÁÆ£º¹«Ë¾¼°×Ó¹«Ë¾ÎÞÓâÆÚ¶ÔÍâµ£±£ Éî¶È | H&MΪºÎ°ÑÊ×¼ÒHOUSE OF H&M¿ªÔÚÖйú  £¿ Ô­´´ ETFÈÕ±¨£º×÷ΪÊг¡ÖÐÉúÒâÁ¿×î´óµÄ¼òµ¥Õ®È¯Æ·ÖÖ £¬Ê®ÄêÆÚ¹úÕ®¹æÄ£ÓëÁ÷¶¯ÐÔÕ¼Óоø¶ÔÖ÷µ¼ £¬¹Ø×¢Ê®Äê¹úÕ®ETF ë¸êƽ2025H1Òµ¼¨Ô¤¸æ£ºÓªÊÕͬ±ÈÔö30%+ £¬¾»ÀûÈóͬ±ÈÔö35%+ ºãÐŶ«·½£¨300081£©±»Á¢°¸ÊÓ²ì £¬¹ÉÃñË÷Åâ¿ÉÆÚ ¹Å°åÓªÒµÔöÌí·¦Á¦£¡ÉÏÊÐÆÚ»õ¹«Ë¾·¢Á¦×ʹÜÓëÍâÑóÓªÒµ Å·ÖÞ¹ÉÊÐÊÕÕÇ Ã½ÌåºÍµçÐŰå¿éÁìÕÇ Èüŵ·ÆÒòÐÂÒ©ÊÔÑéЧ¹û²»¼Ñ¶ø´óµø ´ó×ÚÉÌÆ·×ÛÊö£º±«Íþ¶û½²»°ÌáÉý½µÏ¢Ô¤ÆÚ Ô­ÓÍ¡¢»Æ½ðºÍÍ­È«Ïß×ß¸ß Ì«°²Ìã¨002433£©Ë÷Åâ°¸ÒÑÓÐÒ»ÉóͶ×ÊÕßʤËßÏÈÀý £¬»¹¿É¼ÌÐøË÷Åâ º£ÄÏ¿óÒµÄâÔö×ʲιɷáÈð·úÒµ ÓÅ»¯×ÊÔ´¹¤Òµ½á¹¹ ÍêÉÆµç¾ºÏàÖúͬ°éͬÃ˽¨Éè ¹²Íص羺Éú̬Ȧ Ïþö©ÒôÀÖºÍÃÀÍÅÇ©ÊðÕ½ÂÔÏàÖúЭÒé Ö÷Òª£¡¹ãÖÝÔÝÍ£Æû³µ¡°Öû»¸üС±½òÌù ²úÆ·¼ÛÇ®³Ðѹ ˶ÊÀÉúÎï¾»ÀûÖè½µ ×·ÎÊСÅôÆû³µ£ºÊÛºóºÎʱ׷µÃÉÏÍÆÐ Áú»¢°ñ | ½õÀ˿Ƽ¼½ñÈÕ20%ÕÇÍ£ 3¼Ò»ú¹¹×¨ÓÃϯλ¾»ÂòÈë3.36ÒÚÔª Á½Á¬°å̩̹¹É·Ý£º¹Ì̬µç³ØÏîÄ¿ÉÐ䱬·¢ÏúÊÛÊÕÈë ½ðµØÉÌÖÃ(00535)Ê×8ÔÂÀۼƺÏÔ¼ÏúÊÛ×ܶîÔ¼75.88ÒÚÔªÈËÃñ±Ò ¹ã¶«ºë´ó(002683)8ÔÂ8Èչɶ«»§Êý3.31Íò»§ £¬½ÏÉÏÆÚïÔÌ­2.82% ÃÀÁª´¢×î°®µÄͨÕÍÖ¸±ê»òÈýÁ¬Éý £¬9Ô½µÏ¢Ô¤ÆÚÈÔ²»¶¯Ò¡  £¿ ºÍÓþ-BÅÌÖÐÕÇÓâ6%Á¢Òì¸ß ¹«Ë¾½üÆÚÓ­¶àÖØÀûºÃ ÎÖ¶ûÂê²»Âú¸ß·ÑÂʶø¸ÄЭÒé TradeDeskÃæÁÙɥʧ´ó¿Í»§ Ì©ºÍ¿Æ¼¼£ºÑ¡¾ÙÍõÑàÆ½Å®Ê¿ÎªÖ°¹¤´ú±í¶­Ê Huntington Ingalls¼¾¶ÈÒµ¼¨³¬Ô¤ÆÚ £¬Ôì´¬ÄÑÌâÓÐËù»º½â ¿¨ÌرËÀÕÖÒÑԳƹØË°Ó°Ïì±ÈÔ¤ÆÚ¸ü´ó ¡¾ÒøºÓÉç·þ¹ËìäÃö¡¿¹«Ë¾µãÆÀØ­Íâ·þ¿Ø¹É £ºÍâ°üӪҵά³Ö¸ßÔöËÙ £¬ÓöȹܿØÀú³ÌÓÅÒì 8ÔÂÖØ´ì17% £¬¡°±ÈÌØ±Ò³Ö²ÖÒç¼Û¡±Ä¨È¥Ì©°ë £¬¡°Êý×ֱҲƿâÁúÍ·¡±MSTRÃæÁÙÄ¥Á· ÄÚËþÄáÑǺú£º´Ë´ÎÏ®»÷ÊÇ¡°ÍêÈ«×ÔÁ¦µÄÒÔÉ«ÁÐÐж¯¡± ÐÅάͨѶ£ºÉϰëÄê¹éĸ¾»ÀûÈó1.62ÒÚÔª £¬Í¬±ÈϽµ20.18% Ö¸¿Øîâ¼Û·ÇÀíÐÔÉÏÕÇ Èý´ó¸ÖÆóÐû²¼ÔÝÍ£²É¹º É­Ô¶¹É·Ý£º¹«Ë¾½«Í¨¹ý¶àÖÖ·½·¨À´½øÒ»²½ÌáÉýÊÐÖµÖÎÀí ÃÀº½2026ÄêÏÄÈÕÔö¿ª²¼´ïÅå˹¡¢²¼À­¸ñ¼°²¼ÒËŵ˹°¬Àû˹º½Ïß ÔÙ»ñÑëÐÐÕþ²ß¼Ó³Ö £¬´óÍåÇø½ðÈÚÊг¡Ò»Ì廯ÌáËÙ ST»ªÎÅÉϰëÄê¿÷Ëðͬ±ÈÀ©´óÖÁ7641ÍòÔª ÓªÊÕͬ±È½µ22.5% 4000ÒÚ³ÇÉÌÐÐж¯ÄÜ£¡ÈýÏî¡°ÖØµãÊÂÇ顱ϣÍûÔõÑù  £¿ ÎÀÐÇ»¥ÁªÍø×éÍø°´Ï¡°¼ÓËÙ¼ü¡± £¬Ë­ÄÜÕÆ¿ØÎ´À´Ì«¿Õ»°ÓïȨ  £¿ ÉÏÊй«Ë¾°ëÄ걨һÁ¬Åû¶ ×ÅÃû»ù½ð˾Àíµ÷²Ö·¾¶¸¡ÏÖ ½ðÈÚî¿Ïµ×ܾÖÄâÓÅ»¯î¿Ïµ¹æÔò£ºÔÊÐí²¢¹º´û¿îÓÐÌõ¼þÖ§³Ö²Î¹ÉÐͲ¢¹ºÉúÒâ ÕÐÆ¸¡°ÐÌÊÍÖ°Ô±¡±ºó £¬ÅÖ¶«À´ÄâÿÄêͶÈëÍòÍòÔªÉèÁ¢´ËÀàרÏî¾ÍÒµ´´Òµ»ù½ð »·ÇòÓ¡Îñ£º×Ôж­Ê³¤ÉÏÈÎÒÔÀ´ £¬¹«Ë¾Ò»Á¬Ç¿»¯ÖÎÀíϵͳ½¨ÉèÓë¹æ·¶ÔË×÷ˮƽ ÕýÐÅÆÚ»õ£ºÍú¼¾Ô¤ÆÚÄѵֹ©Ó¦Ñ¹Á¦ £¬ÒÒ¶þ´¼»òÑÓÐøÇø¼äÕðµ´ ¡¾È¯É̾۽¹¡¿»ªÌ©Ö¤È¯Î¬³ÖÖйúº£ÑóʯÓÍ(00883)¡°ÂòÈ롱ÆÀ¼¶ Ö¸ÆäÔ­ÓͲúÁ¿Õ¼½ÏÁ¿¸ß ÊÜÓͼÛϵøÓ°Ïì½Ï´ó ¶«ÐË֤ȯÍýÏëÖÐÆÚ·Öºì2.46ÒÚÔª ͨѶװ±¸ÐÐÒµÉÏÊй«Ë¾²ÆÎñ×ܼàPK£ºÌ«³½¹âÕÅÒÕÃ÷ÄêËê×î´ó £¬½ñÄê61Ëê £¬Äêн¸ß´ï297.78ÍòÔª 3674µãÍ»ÆÆ£¡Å£ÊÐÎÞ×è  £¿ËÄ´óETFѡƷսÂÔ