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算力火爆引领科创行情!科创综指ETF华夏(589000)午盘后持续拉涨
Mei Ri Jing Ji Xin Wen·2025-06-05 06:54

Group 1 - The recent surge in technology stocks is primarily driven by favorable developments in the computing power sector, including the release of the "Computing Power Interconnection Action Plan" by the Ministry of Industry and Information Technology on May 30 [2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board Composite Index (000680) rose by 0.94% as of June 5, 2025, with significant gains in the computing hardware sector, including a 19.66% increase in Shengyi Technology and a 17.41% increase in Dekoli [1] - The Huaxia Sci-Tech Innovation Index ETF (589000) has shown a 2.51% increase over the past week and a 1.06% increase on June 5, 2025, indicating strong investor interest [1] Group 2 - Global trends show Nvidia's Q1 financial results released on May 28 indicate sustained high growth, validating the ongoing demand for AI computing power [2] - Domestic developments include the restructuring of Haiguang and Shuguang, which is expected to enhance competition among domestic computing power leaders and concentrate market share among top companies [2] - Huawei's introduction of the Pangu Ultra MoE model, featuring 718 billion parameters, demonstrates significant advancements in domestic AI infrastructure and boosts confidence in the industry's development [2] Group 3 - As of May 30, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board Composite Index account for 22.3% of the index, with companies like Haiguang Information and Cambricon leading the list [3] - The Huaxia Sci-Tech Innovation Index ETF closely tracks the performance of the Sci-Tech Innovation Board Composite Index, reflecting the overall performance of eligible listed companies [2][3]