大盘剑至3900点！科技股继续爆发，科创100ETF汇添富(589980)一度涨幅20%，科创综指ETF汇添富(589080)涨超2%，科创行情走到哪了？

Core Viewpoint - The A-share market is experiencing significant growth, with the Shanghai Composite Index nearing 3900 points, marking a nearly 10-year high, and the ChiNext Index increasing by 3%, reaching its highest level since 2022. The total trading volume exceeded 3.1 trillion yuan, second only to the 3.48 trillion yuan recorded on October 8, 2024 [1]. Group 1: Market Performance - The STAR Market is playing a crucial role, with the STAR 100 ETF from Huatai-PineBridge rising over 2%, and the STAR Composite Index ETF also increasing by 2.2%, reaching a new closing high since its launch [1]. - In the STAR Composite Index, the semiconductor sector saw significant gains, with Cambricon Technologies rising over 11%, Haiguang Information increasing nearly 13%, and Chipone Technology up over 5%. However, SMIC experienced a slight pullback [3]. Group 2: Industry Trends - Since September 24, 2024, the current market rally, driven by AI, has seen the STAR Market as a leading sector. Recent catalysts related to DeepSeek and robotics have contributed to the strong performance of the STAR Market [6]. - According to Zheshang Securities, the STAR Market is currently in a primary upward phase, similar to the entrepreneurial board's performance in Q3 2013, driven by improvements in AI and innovative pharmaceuticals [7]. Group 3: Investment Strategies - The STAR Composite Index is recommended as an efficient way to capture the current market trends, covering nearly 97% of the STAR Market's market capitalization and providing a balanced industry distribution [11]. - The STAR 100 ETF focuses on the top 100 growth stocks in the STAR Market, suitable for capturing rebound opportunities, particularly in high-growth sectors like AI, robotics, and innovative pharmaceuticals [11].