科创100指数ETF(588030)冲击3连涨，盘中成交已超6亿元，AI或成半导体行业创新核心引擎

Core Viewpoint - The article highlights the performance and growth of the Sci-Tech Innovation 100 Index ETF, emphasizing its recent price increases, liquidity, and the impact of technological advancements in AI and cloud computing on the market [3][4][5]. Group 1: ETF Performance - As of July 22, 2025, the Sci-Tech Innovation 100 Index ETF has seen a net value increase of 43.37% over the past year, ranking 472 out of 2931 index equity funds, placing it in the top 16.10% [5] - The ETF has achieved a maximum monthly return of 27.67% since its inception, with the longest consecutive monthly gain being 3 months and a total increase of 37.87% during that period [5] - The ETF's average monthly return during rising months is 8.57%, with a historical one-year profit probability of 61.24% [5] Group 2: Market Dynamics - The demand for cloud computing power is experiencing significant growth, with major overseas model vendors outlining clear capital expenditure plans, while domestic leaders like Minimax and Kimi are accelerating model iterations [4] - The supply chain stability for AI chips is improving due to advancements in domestic manufacturing processes and increased production capacity [4] - Innovations in edge AI hardware are entering a growth phase, with rising demand for high-capacity NOR Flash driven by wearable devices like AI glasses [4] Group 3: Fund Characteristics - The Sci-Tech Innovation 100 Index ETF closely tracks the Sci-Tech Innovation 100 Index, which selects 100 medium-cap and liquid securities from the Shanghai Stock Exchange's Sci-Tech Innovation Board [6] - As of June 30, 2025, the top ten weighted stocks in the index account for 22.99% of the total index weight, including companies like BeiGene and Huahong Semiconductor [6] - The ETF has a management fee rate of 0.15% and a custody fee rate of 0.05%, which are among the lowest in comparable funds [5]