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科创芯片ETF(588200)近1月新增规模同类居首，机构：看好CPO产业发展前景
Xin Lang Cai Jing·2025-06-16 04:13

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index experienced a slight decline of 0.13% as of June 16, 2025, with mixed performance among constituent stocks [1] - The Sci-Tech Chip ETF (588200) has shown a significant increase of 51.49% over the past year as of June 13, 2025 [1] Market Performance - The Sci-Tech Chip ETF recorded a turnover rate of 1.6% and a transaction volume of 407 million yuan during the trading session [4] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF reached 2.276 billion yuan, ranking first among comparable funds [4] - The ETF's scale increased by 684 million yuan in the past month, also ranking first among comparable funds [4] - In the last two weeks, the ETF's shares grew by 333 million, marking a significant increase [4] - The ETF attracted a total of 510 million yuan in inflows over the last nine trading days [4] Leverage and Returns - The latest margin buying amount for the Sci-Tech Chip ETF reached 77.49 million yuan, with a margin balance of 1.394 billion yuan [4] - The net value of the Sci-Tech Chip ETF increased by 50.68% over the past year, ranking 70th out of 2854 index equity funds, placing it in the top 2.45% [4] - The highest single-month return since inception was 25.18%, with the longest consecutive monthly gains being four months and the maximum cumulative gain of 36.01% [4] Industry Developments - Broadcom has made significant progress in the Co-Packaged Optics (CPO) sector, launching a single-channel 200G CPO product series in May and delivering the Tomahawk 6 (TH6) switch chip in June [5] - The collaboration between Broadcom and NVIDIA in advancing CPO technology is expected to enhance the maturity of the industry chain ecosystem [5] - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.93% of the index, with notable companies including SMIC, Haiguang Information, and Cambrian [5][7] Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [7]