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“寒王”一骑绝尘!科创芯片ETF国泰(589100)午后领涨超2%,标的指数网罗国产芯片龙头!
Mei Ri Jing Ji Xin Wen·2025-08-14 06:49

Group 1 - The core viewpoint emphasizes the importance of domestic computing power and self-control in light of recent geopolitical factors and security risks associated with foreign technology, particularly following the discussions with Nvidia regarding the H20 backdoor security risk [1] - The electronic sector is expected to experience a "valuation expansion" trend due to the convergence of macro policy cycles, industry inventory cycles, and AI innovation cycles [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can see daily fluctuations of up to 20%, focusing on semiconductor and electronic industry companies listed on the Science and Technology Board [1] Group 2 - The Science and Technology Chip Index includes leading domestic chip companies, with the largest weighted stock, "Han Wang," accounting for over 12% of the index [1] - Investors without stock accounts can consider the Guotai Science and Technology Chip ETF Initiated Link A (024853) and Link C (024854) for exposure to the sector [1]