²¹ÕÇÂß¼­Ò»Á¬´ß»¯£¡¸Û¹É»¥ÁªÍøETF£¨513770£©À­Éý1%£¡»ú¹¹£ºAIÇý¶¯µþ¼ÓÁ÷¶¯ÐÔ¸ÄÉÆË«ÖúÁ¦ °Ù°Â¼ÒÍ¥»¥¶¯2025ÄêÖÐÆÚÒµ¼¨Ðû²¼»á OktaÅÌǰÉÏÕÇ4.2% £¬½«Òµ¼¨¹é¹¦ÓÚAI¿ª·¢ÉÌÐèÇó ¶àÆ·ÀàÊÕÈëÏ»¬ ¸ÊԴʳÎïÉϰëÄê¾»ÀûÑüÕ¶ Öд´»·±££ºÉϰëÄê¹éĸ¾»ÀûÈó¿÷Ëð2941.3ÍòÔª £¬ÓÉӯת¿÷ ÃÀ¹ú²Æ³¤±¾ÖÜÎåÆðÃæÊÔ±«Íþ¶û½ÓÈÎÕß £¬ºòÑ¡Ãûµ¥À©´óÖÁ11ÈË çêÀ³ÑŸ°¸ÛÉÏÊб³ºó£º¸ßÓªÏúÒÀÀµÓëÔöËÙ·Å»º²ØÒþÓÇ ¹â´óÆÚ»õ½ðÈÚÀàÈÕ±¨8.15 ½»Òø¹ú¼Ê£ºÎµÀ´-SWL90¶¨¼ÛÆð¾¢ ά³Ö¡°ÂòÈ롱ÆÀ¼¶ ¹ú¼Ò½ðÈÚ¼àÊÓÖÎÀí×ֺܾþÄÏî¿Ïµ¾ÖÅú¸´Ô޳ɽ»Í¨ÒøÐÐ̫ƽÑóÐÅÓÿ¨ÖÐÐij¤É³·ÖÖÐÐÄÖÕÖ¹ÓªÒµ ÓÀÀû¹É·Ý£¨300230£©2025ÄêÖб¨¼òÎö£ºÓªÊÕ¾»ÀûÈóͬ±È˫˫ÔöÌí £¬¹«Ë¾Ó¦ÊÕÕË¿îÌåÁ¿½Ï´ó ÓÐÊýһĻ £¬Ð¾Æ¬ETFÕÇÍ£ ËÕ´óά¸ñÎóµ¼ÐÔ³ÂÊöÒÑÓÐʤËßѶ¶Ï £¬ÕâЩͶ×ÊÕ߿ɼÓÈë ÖÇÔª»úеÈËÉϼܾ©¶« £¬ÊÛ¼Û19.8ÍòÔª £¬ÄÜÌøÄÄ߸Îè ÓÀÇå»·±£ÉϰëÄêÓªÊÕ¾»ÀûË«Ôö 궨½¹µãÓªÒµ°å¿éÇÀÕ¼ÏÈ»ú ÐÂÄÜÔ´³µµ±½Ö×Ôȼ£¡»ð¸Õɱ¾ø¾ÍÓÐÈË×îÏÈÇ˳µ±ê ¹ãÆû°£°²»ØÓ¦:ϵСÎÒ˽¼ÒÐÐΪ ÖØÇ콨¹¤(600939)8ÔÂ8Èչɶ«»§Êý5.49Íò»§ £¬½ÏÉÏÆÚïÔÌ­3.91% ÌØÀÊÆÕÌåÏÖ»ò½«ÌáÃûÔÝʱÃÀÁª´¢ÀíÊ ʯīµç¼«¿´·¨ÕÇ5.26% Ö÷Á¦×ʽð¾»Á÷Èë17¹É 361¡ãѸËÙÓë¡°×î¿ìÅ®»¤Ê¿¡±½âÔ¼ ·¿µØ²úÐÐÒµÉÏÊй«Ë¾²ÆÎñ×ܼàÊӲ죺Íò¿Æ¿÷Ëð494.78ÒÚÔª ²ÆÎñ×ܼຫ»Û»ªÐ½³ê104.10ÍòÔª ·½³Ì±ªîÑ 3 ÍÆ³ö¡°±äÁ³ÍýÏ롱£ºÎÞËð¡¢Õýµ±ºÏ¹æÌæ»»¸öÐÔ»¯Ç°Á³ ÇàµºÒøÐУº´ó¹É¶«¹úÐŲúÈڿعÉÍýÏëÔö³Ö Ôö³Öºó³Ö¹É±ÈÀý½«´ï19.00%ÖÁ19.99%Ö®¼ä ¹óÑôÔÆÑÒ¸»Ãñ´åÕòÒøÐлñÅúÎüÊպϲ¢4¼Ò´åÕòÒøÐÐ ²¢½«Ãû³Æ±ä»»Îª¹óÑô¸»Ãñ´åÕòÒøÐÐ á°Í¼Æû³µµ¥Ô½»¸¶ÊµÏÖÆßÁ¬ÕÇ ÍýÏ븰¸ÛÉÏÊÐÌáÉýÆ·ÅÆ¼ÛÖµ ÖоÞо¹É¶«Ô¶Ö¸»º£ÍýÏë¼õ³Ö²»³¬3693Íò¹É ÖÊÁÏÒ©ÉÏÊй«Ë¾¶­ÃØPK£ºÄêн°ÙÍòÒÔÉ϶­ÃØÕ¼±È11% ¿ÆÔ´ÖÆÒ©Àî´ºèëÄêн120ÍòÐÐÒµµÚÈý Salesforce&ServiceNowÏòGenesysͶ×Ê15ÒÚÃÀÔª ÊÓÆµØ­ÌØÀÊÆÕÁ¬·¢¡°×îºóͨ뺡± ÆÕ¾©£ºÊ§ÍûÔ´ÓÚÆÚÍûÌ«¸ß ÕÔÞ±¹ÉȨÔâ¶³½á¡¢Ê·ÓñÖù±»Ç¿ÖÆÖ´ÐÐ £¬18ÒÚÃñÉúÐÅÍе£±£°¸ÓನδÁË ÎÖ¶ûÂê¹É¼Û´óµø³¬4%¹ú¼Ê½ð¼ÛµøÁË Ö÷ÐýÂÉÌâ²ÄÖúÁ¦ Ó°Ï·ÊîÆÚµµÓÐÍûʵÏÖÄæ×ª Î÷ºþÅϹµ£ÐÄÆ¸»Ð»úÔµ£ºÓÀ°²ÆÚ»õЯÊÖÄþ²¨ÒøÐÐÀֳɾÙÐÐÓÀ½ð»á Ãú¿ÌÀúÊ·ÆôÐÂ³Ì âÙÐø¾«Éñ´ÙÉú³¤ ÖÐÑÜÆÚ»õ×éÖ¯Ô±¹¤Ô¢Ä¿¿¹Õ½Ê¤Àû80ÖÜÄêÔıøÒÇʽ ´ÓÓÎÏ·µ½¿óɽ £¬ÍøÒ×AI²»×ßѰ³£Â· Í»·¢£¡Ä³²Æ²ú¹«Ë¾Ô±¹¤ÈËΪ¡¢ÌáÓñ³É¶îÍË½É º£É­Ò©Òµ£ºÉϰëÄê¹éĸ¾»ÀûÈó6079.42ÍòÔª £¬Í¬±ÈÔöÌí4.74% ÌØË¹À­7Ô·¨¹úÏúÁ¿Í¬±ÈϽµ26.57% ÌØË¹À­¹É¼Ûµæµ×¡°¿Æ¼¼Æß¾ÞÍ·¡± Âí˹¿ËÏò¿ÕÍ··¢³öÑÏËàÖÒÑÔ ³¬8800ÒÚÔª£¡ÐÂÕþÂ䵨ÈýÔ £¬¿Æ´¼¯®Êг¡Ò»Á¬À©ÈÝ 7ÔÂÐÅ´û¼¾½ÚÐÔ²¨¶¯ ½ðÈÚ»ú¹¹ÆÆ³ýÄÚ¾íʽ¾ºÕù¡°¼·Ë®·Ö¡± »¯¹¤°å¿éÈ«Ìì¿ñì­ £¬»¯¹¤ETF£¨516020£©ÅÌÖÐÕdz¬2%£¡»ú¹¹Á¦Í¦+×ʽðÒ»Á¬¼ÓÂë £¬°å¿éת»ú»òÖÁ£¿ Ó°ÊÓÔºÏß°å¿éÅ̳õÀ­Éý ÖÐÔ¶º£¿ØÐ§ÀÍÈ«Á´Â·ÄÜЧÔÙÌáÉý£¡ ÍÞ¹þ¹þ¡°Õù²ú¡±ËÏÊÂÄÚÄ»£º×Úð¥ÀòÊÜÍÐÉè21ÒÚÃÀÔªÐÅÍе«³Ù³ÙÎ´ÍÆ½ø ÖÇÔª»úеÈËҦîÇࣺ¾ßÉíÖÇÄÜÊÇÖйúÐÂÖÊÉú²úÁ¦µÄµä·¶´ú±í 3800µã¡°Å£Í·¡±°ºÆð£¡³¬97£¥×Ô¶¯È¨Òæ»ù½ð¡°³ÔÈ⡱ £¬Õâ122ֻȴ»¹ÔÚ¡°Õ¾¸Ú¡± ´ó¹úÖØÆ÷ £¬¾ÅÈýÁÁ½££¡°ËÒ»¾ü¹¤ £¬ÐîÊÆ´ý·¢£¡¹Ø×¢´úÂëÓС°°ËÒ»¡±µÄ¹ú·À¾ü¹¤ETF£¨512810£© STÔÆ¶¯£º¹«Ë¾¹¤³§ÄÚ²¿ÓÃÓÚתÔË·¢ÄîÍ·µÄ¹¤¾ßΪAGVתÔ˳µ £¬Ó빫˾ÎÞÈ˳µÏîĿûÓйØÁª Å·¸£µ°Òµ2025ÄêÉϰëÄê¹éĸ¾»ÀûÈóͬ±È½µ3.6%ÖÁ4116ÍòÔª