高盛再次上调寒武纪12个月目标价，科创50ETF（588000）盘初小幅调整

Group 1 - The core viewpoint of the news highlights the performance of the ChiNext 50 ETF (588000), which experienced a slight decline of 1.12% in early trading on September 2, despite a 5.99% increase over the past five days [1] - Goldman Sachs raised the 12-month target price for the holdings of the ChiNext 50 ETF, specifically for Cambricon, by 14.7% to 2104 CNY, citing improved second-quarter performance and increased AI chip shipments [1] - The recent surge in A-shares is attributed to market confidence in the long-term health of the Chinese economy and the effectiveness of capital market reforms, alongside a favorable global macro environment [1] Group 2 - The ChiNext 50 ETF (588000) tracks the ChiNext 50 Index, with a significant concentration in the electronics sector (63.74%) and the pharmaceutical and biotechnology sector (11.78%), totaling 75.52% [2] - The ETF encompasses various sub-sectors, including semiconductors, medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term development prospects of China's hard technology are encouraged to maintain their focus on this sector [2]