Espressif Systems(SH:688018) Xin Lang Cai Jing·2025-08-27 02:16Core Viewpoint - The recent release of the "Artificial Intelligence +" action plan by the State Council elevates AI to a national strategic level, aiming to foster the development of the AI industry and related sectors, which is expected to create significant growth opportunities for companies in the technology innovation space [3][4]. Industry Development - The "Artificial Intelligence +" action plan emphasizes the cultivation of new intelligent models and business formats, promoting comprehensive industrial intelligence and accelerating the digital transformation of agriculture [3]. - A series of initiatives outlined in the plan are anticipated to stimulate the entire AI industry chain, from foundational computing power and algorithms to the implementation of various application scenarios, indicating substantial development potential [3]. ETF Performance - The Science and Technology Innovation 100 Index ETF (588030) has seen a recent increase of 0.86%, with a weekly rise of 5.95% as of August 26, 2025 [3]. - The ETF has experienced a significant growth in scale, with an increase of 441 million yuan over the past two weeks, ranking third among comparable funds [5]. - The ETF's net value has risen by 20.82% over the past six months, placing it in the top 18.07% of equity funds [5]. Fund Characteristics - The Science and Technology Innovation 100 Index ETF selects 100 medium-cap and liquid securities from the Sci-Tech Innovation Board, covering sectors such as semiconductors, biomedicine, and software development, all of which are closely related to the "Artificial Intelligence +" initiative [4]. - The ETF has a management fee of 0.15% and a custody fee of 0.05%, which are among the lowest in its category [5]. Tracking Accuracy - The ETF has demonstrated a tracking error of 0.020% year-to-date, indicating high tracking precision compared to similar funds [6]. - The underlying index reflects the performance of 100 medium-cap and liquid securities from the Sci-Tech Innovation Board, providing a comprehensive view of the market [6]. Top Holdings - As of July 31, 2025, the top ten weighted stocks in the Science and Technology Innovation 100 Index include companies like Borui Pharmaceutical and BeiGene, collectively accounting for 23.52% of the index [7].