10月27日，科创芯片ETF指数（588920）开盘涨2.62%，报1.647元。科创芯片ETF指数（588920）重仓 股方面，中芯国际开盘涨2.57%，海光信息涨1.60%，寒武纪涨2.30%，澜起科技涨4.76%，中微公司涨 3.07%，沪硅产业涨1.69%，芯原股份涨1.20%，恒玄科技涨1.09%，华海清科涨1.80%，思特威涨 1.42%。 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。 来源：新浪基金∞工作室 科创芯片ETF指数（588920）业绩比较基准为上证科创板芯片指数收益率，管理人为鹏华基金管理有限 公司，基金经理为罗英宇，成立（2025-07-16）以来回报为60.63%，近一个月回报为0.94%。 ...

格隆汇10月27日｜科创50指数翻绿，盘初一度涨近2%。半导体产业链冲高回落，寒武纪、中芯国际、 海光信息均跌超1%。 ...

10月27日，受光刻胶领域取得新突破影响，晶瑞电材开盘强势封板，南大光电、艾森股份一度涨超 12%，多个光刻胶概念股走强。 ETF方面，"半导体设备+材料"含量约63%的半导体设备ETF（561980）目前涨2.47%、一度涨超3%，盘 中成交额1.10亿元。数据显示，该ETF近十个交易日内累计净流入共2.94亿元，截至上周五最新规模 26.26亿元，标的指数年内涨幅为61.31%。 成份股方面，联动科技涨近9%、江化微涨超6%，拓荆科技大涨5.77%，中微公司、上海新阳、上海合 晶涨超4%，北方华创、长川科技、华海清科等涨超2%。 【国产芯片迎来密集利好催化】 据科技日报，近日，北京大学化学与分子工程学院彭海琳教授团队及合作者通过冷冻电子断层扫描技 术，首次在原位状态下解析了光刻胶分子在液相环境中的微观三维结构、界面分布与缠结行为，指导开 发出可显著减少光刻缺陷的产业化方案。相关论文近日刊发于《自然·通讯》。 此外，10月24日，国产GPU厂商沐曦股份科创板IPO获上市委会议审议通过，此前摩尔线程于2025年9 月26日成功通过科创板上市委会议审议，国产算力板块集中迎来催化。 招商证券统计数据发现，截至20 ...

年内多只"翻倍基"的最新持仓已陆续浮出水面。 今年以来，结构性行情此起彼伏，科技主线无疑是贯穿全年的最强音。随着AI相关产业链的全面爆发，一批 提前布局人工智能及算力主题的主动权益基金率先突围，成功实现净值翻倍。伴随三季报披露进入高峰期，这 些高收益基金的持仓结构也逐渐清晰，资金的核心流向与市场风向一并揭晓。 从已披露情况来看，头部"翻倍基"普遍重仓于光通信、PCB、半导体等AI产业链核心环节。相关个股在三季度 普遍录得大幅上涨，科技成长主线的集体爆发，成为基金业绩快速跃升的主要驱动力。 首批"翻倍基"最新持仓曝光 截至10月24日，年内已有超过30只基金实现翻倍收益，成为市场焦点。随着三季报陆续披露，首批"翻倍基"的 最新持仓也随之揭晓，为投资者提供了观察高收益基金投资方向的窗口。 从收益表现来看，目前领跑全市场的永赢科技智选A已公布三季度持仓。该基金年内总回报高达206.10%， 在"翻倍基"中一骑绝尘。伴随业绩飙升，基金规模同步扩张，最新管理规模达115.21亿元，相比二季度末的 11.66亿元增长近十倍。 从三季报披露的持仓来看，永赢科技智选A的前十大重仓股包括新易盛、中际旭创、天孚通信、深南电路、沪 ...

Core Insights - The main theme of the article is the strong performance of the semiconductor sector in the A-share and Hong Kong stock markets, driven by the focus on technological self-reliance and strength [1] Group 1: Market Performance - The "Hong Kong Stock Connect Information C" index, which focuses on semiconductor and hard technology stocks, continues to rebound and is approaching previous highs [1] - The Hong Kong Information Technology ETF (159131), which tracks the "Hong Kong Stock Connect Information C" index, has officially launched, providing investors with a unique opportunity to invest in hard technology [1] Group 2: Index Composition and Performance - The "Hong Kong Stock Connect Information C" index consists of 70% hardware and 30% software, with a focus on semiconductor, electronics, and computer software sectors [1] - As of September 30, 2025, the index includes 41 hard technology companies, with significant weights in leading firms such as SMIC (19.41%), Xiaomi (10.28%), and Hua Hong Semiconductor (5.11%) [1] - The index has achieved a cumulative increase of 110.93% from December 30, 2022, to September 30, 2025, outperforming other technology indices [2] Group 3: Valuation Insights - As of October 16, 2025, the price-to-earnings ratio of the "Hong Kong Stock Connect Information C" index is 42.68, significantly lower than major global technology indices [2] - The H-shares of hard technology companies, represented by SMIC, are valued significantly lower than their A-share counterparts, indicating potential growth opportunities for investors [2]

Market Overview - On October 27, the A-share market opened high, with the technology sector leading the gains. The Sci-Tech Chip 50 ETF (588750) rose over 2% at one point and was up over 1% by 9:44 AM, aiming for a second consecutive increase. The latest financing balance for the ETF exceeded 110 million yuan, marking a new high since its listing [1]. Semiconductor Industry Insights - The semiconductor industry is experiencing a price increase in storage components, with Flash Wafer prices rising across the board. DDR4 prices have increased to $13.00, $5.20, $5.50, $2.70, and $1.10, while DDR5 prices have also seen upward movement. Shanghai Securities suggests that the combination of price hikes and AI-driven demand may lead to a super cycle in the storage industry [2]. - A research team from Peking University has utilized cryo-electron tomography to analyze the micro-3D structure and entanglement behavior of photoresist molecules in liquid environments, which could significantly reduce lithography defects [3]. Lithography Equipment Market - Lithography machines are identified as the most complex and valuable segment of semiconductor equipment, with a market share of approximately 24% in 2024. The domestic market for lithography machines is crucial, as China currently relies heavily on imports for high-end models [4]. Performance of Sci-Tech Chip 50 ETF - The component stocks of the Sci-Tech Chip 50 ETF showed mixed performance, with companies like Zhongwei Company rising over 4% and Hu Silicon Industry increasing over 3%, benefiting from the price hikes in storage chips. Other companies such as Laiqi Technology and Cambrian also saw gains, while some stocks like Haiguang Information and Chip Origin experienced pullbacks [5]. Domestic Chip Production and Policy Support - China is projected to become the largest market for lithography machine procurement in 2024, with ongoing efforts to enhance domestic production capabilities. The "02 Special Project" aims to accelerate the development of key components such as optical systems and immersion systems, with companies like Shanghai Micro Electronics and Huazhu Precision making breakthroughs in certain ArF models [6]. - The domestic chip self-sufficiency rate is expected to rise from 16.6% in 2020 to 23.3% in 2023, with a focus on increasing production in mature process technologies, which currently account for over 70% of global chip capacity [7]. Growth Potential of Sci-Tech Chip Index - The Sci-Tech Chip Index is noted for its higher growth potential, with projected net profit growth rates of 71% for the first half of 2025 and 100% for the entire year, significantly outpacing peers. The index focuses on high-tech segments of the semiconductor industry, indicating strong elasticity and growth prospects [14].

消息面上，据报道，Wind数据显示，截至10月23日，近一个月来逾160家公募机构合计调研上市公司超 2000次。综合来看，医药、电子领域最受公募基金青睐。业内人士认为，随着宏观政策稳步发力、市场 流动性保持宽裕，结构性机会仍将贯穿四季度，科技与医药有望成为资金"长短结合"的配置重点。 10月27日早盘，港股集体高开，半导体板块涨幅居前。相关ETF中，港股科技30ETF（513160）跳空高 开超2%，截至发稿涨2.37%，溢折率0.28%，盘中频现溢价交易。成分股中，中兴通讯、黑芝麻智能均 涨超4%，美图公司、中芯国际等多股跟涨。 值得一提的是，Wind数据显示，10月22日-24日，资金借道该ETF持续布局港股科技股，期间累计获净 流入9659万元。 港股科技30ETF（513160）紧密跟踪恒生港股通中国科技指数，该指数跟踪可经港股通买卖，从事科技 业务并于香港上市的内地公司之表现。前十大重仓股包括中芯国际、快手-W、腾讯控股、阿里巴巴- W、小米集团-W等多只科技龙头股。 浙商证券指出，截至10月24日，上证指数已创下近期新高，创业板指接近前高，而恒生科技指数相较10 月初的高点仍有近10%跌幅。考虑 ...

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每经AI快讯，10月27日，存储芯片板块部分回调，中芯国际转跌，大华股份开板，艾森股份、飞凯材 料涨幅回落， 华虹公司跌超3%。 每日经济新闻 ...

港股通科技ETF（513860）紧密跟踪中证港股通科技指数（HKD）。该指数从港股通范围内选取50只市 值较大、研发投入较高且营收增速较快的科技龙头上市公司证券作为指数样本，以反映港股通内科技龙 头上市公司证券的整体表现。该ETF还配备了场外联接基金（A类021454/C类021465）。 消息面上，信达证券表示，上周指数偏强震荡背景下衍生品市场释放积极信号，期指市场虽呈现减仓缩 量态势，但各品种基差贴水幅度整体收窄，其中上证50期指基差已转为全面升水状态，显示蓝筹板块情 绪显著回暖。结合期权市场表现，各品种VIX整体下行且中小盘降幅尤为明显，波动率期限结构全面平 坦化反映市场波动预期明显缓和，尽管各品种SKEW均升破100中性水平显示尾部风险警惕仍存，但期 指基差的整体改善仍标志着市场情绪正在升温修复。 10月27日，港股高开，科网股、半导体股走强。 相关ETF中，港股通科技ETF（513860）开盘走强，截至发稿涨1.96%，成交额超3000万元。成分股 中，鸿腾精密涨超7%，药明康德、药明生物涨超6%、中兴通讯、中芯国际等股涨幅居前。 资金面上，Wind数据显示，该ETF近10个交易日持续获资金净流入， ...