创业板50ETF国泰（159375）涨超2.4%，估值性价比凸显

Group 1 - Shenzhen Stock Exchange launched five new ChiNext thematic indices focusing on battery, medical, and computing infrastructure sectors, selecting 50 stocks with high market capitalization and liquidity as sample stocks [1] - The exchange is planning reforms for the ChiNext market, aiming to support high-quality innovative companies in issuing shares, enhancing financing flexibility, and promoting mergers and acquisitions [1] - A new listing standard has been introduced for unprofitable innovative companies, requiring a market capitalization of 5 billion and revenue of 300 million, to facilitate financing for high-tech enterprises [1] Group 2 - According to Founder Securities, the relative PE of the ChiNext Index compared to the CSI 300 Index is at a historical 5.9% percentile, indicating relatively high cost-effectiveness [2] - The small-cap and volume-price trading factors are recovering, with machine learning strategies performing well and enhanced index products yielding excess returns [2] - In the computing sector, open-source models are driving AI democratization, with clear demand for computing infrastructure and accelerated domestic ASIC self-research [2]