Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) decreased by 3.89% as of September 2, 2025, with mixed performance among constituent stocks [3] - Chengdu Huami (688709) led the gains with an increase of 10.39%, while Huafeng Technology (688629) experienced the largest decline at 12.43% [3] - The Sci-Tech 100 Index ETF (588030) fell by 4.01%, with the latest price at 1.29 yuan, but saw a cumulative increase of 4.50% over the past week [3] Group 2 - SK Hynix and other memory manufacturers are transitioning to foundry production for the next generation of HBM4, with TSMC selected for this role [4] - The demand for HBM (High Bandwidth Memory) is rapidly increasing, with SK Hynix projecting the custom HBM market to grow to several hundred billion dollars by 2030 [4] - The HBM industry chain is expected to enter a growth phase due to the ongoing demand for computing power in AI training and inference tasks [4] Group 3 - The Sci-Tech 100 Index ETF has seen a net value increase of 97.36% over the past year, ranking 241 out of 2990 in the index stock fund category [5] - The ETF's management fee is 0.15% and the custody fee is 0.05%, making it one of the lowest in its category [5] - As of September 1, 2025, the ETF's Sharpe ratio was 1.94, indicating strong risk-adjusted returns [5] Group 4 - The Sci-Tech 100 Index closely tracks the performance of 100 selected securities from the Shanghai Stock Exchange Sci-Tech Innovation Board, reflecting the overall performance of companies with medium market capitalization and good liquidity [6] - The top ten weighted stocks in the index account for 23.82% of the total index, with notable companies including Dongxin Co. (688110) and Huahong Semiconductor (688347) [6]
AI算力需求持续增长，HBM产业链有望迎来加速成长期，科创100指数ETF(588030)回调蓄势，近1年日均成交额居同类基金首位
Sou Hu Cai Jing·2025-09-02 06:22