风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月29日，科创芯片ETF（588200）开盘跌2.48%，报2.200元。科创芯片ETF（588200）重仓股方面，中 芯国际开盘跌4.38%，海光信息跌2.58%，寒武纪跌6.80%，澜起科技跌2.00%，中微公司跌2.44%，沪硅 产业跌0.09%，恒玄科技跌1.58%，思特威跌0.59%，华海清科涨0.70%。 科创芯片ETF（588200）业绩比较基准为上证科创板芯片指数收益率，管理人为嘉实基金管理有限公 司，基金经理为田光远，成立（2022-09-30）以来回报为126.13%，近一个月回报为39.90%。 来源：新浪基金∞工作室 ...

半导体ETF南方（159325）业绩比较基准为中证半导体行业精选指数收益率，管理人为南方基金管理股 份有限公司，基金经理为赵卓雄、何典鸿，成立（2024-10-31）以来回报为46.37%，近一个月回报为 32.29%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月29日，半导体ETF南方（159325）开盘跌1.23%，报1.450元。半导体ETF南方（159325）重仓股方 面，中芯国际开盘跌4.38%，北方华创跌4.27%，海光信息跌2.58%，寒武纪跌6.80%，豪威集团涨 0.00%，澜起科技跌2.00%，兆易创新跌1.61%，中微公司跌2.44%，长电科技涨0.12%，紫光国微跌 0.62%。 来源：新浪基金∞工作室 ...

科创50指数ETF（588870）业绩比较基准为上证科创板50成份指数收益率，管理人为汇添富基金管理股 份有限公司，基金经理为罗昊，成立（2025-01-20）以来回报为39.76%，近一个月回报为29.12%。 来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月29日，科创50指数ETF（588870）开盘跌2.97%，报1.373元。科创50指数ETF（588870）重仓股方 面，中芯国际开盘跌4.38%，海光信息跌2.58%，寒武纪跌6.80%，澜起科技跌2.00%，中微公司跌 2.44%，金山办公涨0.30%，联影医疗涨0.00%，传音控股跌0.08%，九号公司跌0.31%。 ...

资金流入比率方面，长电科技、中芯国际、敏芯股份等流入比率居前，主力资金净流入率分别为 9.49%、9.18%、8.79%。（数据宝） 截至8月28日收盘，中芯国际概念上涨3.86%，位居概念板块涨幅第10，板块内，70股上涨，中芯国 际、上海新阳、屹唐股份等涨幅居前，分别上涨17.45%、13.10%、12.15%。跌幅居前的有盛剑科技、 天华新能、兴发集团等，分别下跌1.85%、1.44%、1.41%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 铜缆高速连接 | 5.61 | 转基因 | -1.81 | | 共封装光学(CPO) | 5.13 | 阿尔茨海默概念 | -1.07 | | F5G概念 | 5.12 | 重组蛋白 | -1.01 | | 光刻机 | 5.12 | 粮食概念 | -1.01 | | 国家大基金持股 | 4.40 | 猴痘概念 | -0.91 | | 光纤概念 | 4.26 | 动物疫苗 | -0.89 | | 6G概念 | 4.26 | 禽流感 | -0.89 | | 太赫兹 ...

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 44.34 billion yuan, while the Sci-Tech Innovation Board saw a net inflow of 2.57 billion yuan [1] - A total of 214 stocks on the Sci-Tech Innovation Board had net inflows, while 372 stocks had net outflows [1] Stock Performance - On the Sci-Tech Innovation Board, 390 stocks rose, with one stock, Dingtong Technology, hitting the daily limit, while 192 stocks declined [1] - The stock with the highest net inflow was SMIC, with 2.49 billion yuan, followed by Lanke Technology and Chipone Technology with net inflows of 644 million yuan and 449 million yuan, respectively [1] Continuous Fund Flow - There are 54 stocks that have seen continuous net inflows for more than three trading days, with Huafeng Measurement Control leading at nine consecutive days of inflow [1] - Conversely, 166 stocks have experienced continuous net outflows, with ST Nuotai and Xuantai Pharmaceutical both seeing 13 consecutive days of outflow [1] Top Net Inflows - The top stocks by net inflow include: - SMIC: 2.49 billion yuan, 9.18% inflow rate, 17.45% increase [1] - Lanke Technology: 644 million yuan, 6.97% inflow rate, 8.60% increase [1] - Chipone Technology: 449 million yuan, 9.88% inflow rate, 6.99% increase [1] Top Net Outflows - The stocks with the highest net outflows include: - Borui Pharmaceutical: 548 million yuan, 6.63% decrease [1] - Kaipu Cloud: 188 million yuan, 1.88% decrease [1] - CloudWalk Technology: 187 million yuan, 6.63% decrease [1]

科创芯片ETF指数紧密跟踪上证科创板芯片指数，上证科创板芯片指数从科创板上市公司中选取业务涉 及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本，以反映科创板 代表性芯片产业上市公司证券的整体表现。 数据显示，截至2025年7月31日，上证科创板芯片指数(000685)前十大权重股分别为寒武纪(688256)、中 芯国际(688981)、海光信息(688041)、澜起科技(688008)、中微公司(688012)、芯原股份(688521)、沪硅 产业(688126)、恒玄科技(688608)、华海清科(688120)、思特威(688213)，前十大权重股合计占比 57.59%。 截至2025年8月28日 14:44，上证科创板芯片指数(000685)强势上涨6.76%，成分股中芯国际(688981)上涨 16.22%，东芯股份(688110)上涨14.43%，寒武纪(688256)上涨12.37%，富创精密(688409)，复旦微电 (688385)等个股跟涨。科创芯片ETF指数(588920)上涨6.27%，最新价报1.42元。 消息面上，芯片股近期迎来多重利好，DeepSeek推 ...

Group 1 - The core viewpoint is that the consumer electronics sector is experiencing significant growth, as evidenced by the strong performance of the CSI Consumer Electronics Theme Index and its constituent stocks [3][4]. - As of August 28, 2025, the CSI Consumer Electronics Theme Index rose by 4.86%, with notable increases in stocks such as SMIC (15.75%) and Cambricon (10.05%) [3]. - The Consumer Electronics ETF has also shown robust performance, increasing by 4.29% and achieving a cumulative rise of 9.82% over the past week, ranking it in the top 20% among comparable funds [3][4]. Group 2 - The top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 51.57% of the index, indicating a concentrated investment in key players like Luxshare Precision and BOE Technology [4][6]. - The individual weightings of the top stocks include Luxshare Precision at 8.06%, SMIC at 8.04%, and BOE Technology at 6.71%, highlighting their significance in the index [6]. - The trading activity of the Consumer Electronics ETF was active, with a turnover rate of 27.64% and a transaction volume of 94.09 million yuan, reflecting strong market interest [3].

Core Insights - The China Securities Artificial Intelligence Theme Index (930713) has seen a strong increase of 5.49% as of August 28, 2025, with notable gains in constituent stocks such as Qi Anxin (688561) up 17.62%, Xinyi Sheng (300502) up 13.12%, and Cambricon (688256) up 11.43% [3] - The AI Artificial Intelligence ETF (512930) has risen by 5.31%, with a latest price of 2.08 yuan, and has accumulated a weekly increase of 12.20%, ranking in the top 25% among comparable funds [3] - The trading activity for the AI Artificial Intelligence ETF is robust, with an intraday turnover of 16.31% and a transaction volume of 4.52 billion yuan, indicating active market participation [3] - The latest scale of the AI Artificial Intelligence ETF has reached 2.702 billion yuan, marking a one-year high [3] - The management fee for the AI Artificial Intelligence ETF is 0.15%, and the custody fee is 0.05%, which are the lowest among comparable funds [3] - The tracking error for the AI Artificial Intelligence ETF over the past month is 0.006%, indicating the highest tracking precision among comparable funds [3] Index Composition - The China Securities Artificial Intelligence Theme Index includes 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence [4] - As of July 31, 2025, the top ten weighted stocks in the index are Zhongji Xuchuang (300308), Xinyi Sheng (300502), Cambricon (688256), iFlytek (002230), Hikvision (002415), OmniVision (603501), Zhongke Shuguang (603019), Lanke Technology (688008), Kingsoft Office (688111), and Inspur Information (000977), collectively accounting for 55.52% of the index [4][6]

8月26日，《国务院关于深入实施"人工智能+"行动的意见》正式出台，提出加快实施"人工智能+"产业 发展等6大重点行动，推动AI应用的加速落地。利好催化下，聚焦科创板"硬科技"核心的科创板ETF （588090）近期成交放量显著，迎来资金积极布局。 作为市场首批跟踪科创50指数的ETF，科创板ETF（588090）8月22日以来连续4个交易日（8/22-8/27） 单日成交额突破3亿元，期间日均成交额达4.75亿元，交投活跃度持续升温，8月26日与27日更是连续两 个交易日实现资金净流入，助推科创板ETF（588090）基金规模从8月11日至8月22日连续两周实现规模 正增长，并于8月27日达55.80亿元。 （成交额数据来源：Wind，基金规模数据来源：交易所。科创板ETF成立于2020/9/28） 风险提示：基金有风险，投资需谨慎。如需购买相关基金产品，请您关注投资者适当性管理相关规定， 提前做好风险测评，并根据您自身的风险承受能力购买与之相匹配的风险等级的基金产品。基金的过往 业绩并不预示其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。基金投资 需注意投资风险，请仔细阅读基金合同、 ...

Group 1 - The consumer electronics sector has shown strong performance, with stocks like SMIC rising over 13%, Cambricon increasing over 7%, and Lattice Semiconductor up over 5% [1] - Several ETFs tracking the CSI Consumer Electronics Theme Index have also risen by more than 2% [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] Group 2 - Recent mid-year reports from companies in the consumer electronics supply chain have positively impacted the sector [2] - Analysts believe the long-term growth logic of the consumer electronics sector remains solid, with clear trends in AI innovation [2] - Leading companies in the domestic supply chain, characterized by strong R&D capabilities and a solid fundamental base, are expected to benefit significantly from the wave of AI terminal innovations [2]