半导体、CPO等算力硬件股集体反弹，科创板50ETF（588080）标的指数涨超1%

Core Viewpoint - Semiconductor and CPO hardware stocks are experiencing a collective rebound, while new energy heavyweight stocks continue to perform strongly. The Sci-Tech Innovation Board 50 Index has risen by 1.3% as of 10:42 AM, indicating positive market sentiment towards technology sectors [1] Group 1: Market Performance - The Sci-Tech Innovation Board 50 ETF (588080) recorded a trading volume exceeding 700 million yuan during the session [1] - As of the end of August, the Sci-Tech Innovation Board 50 ETF has achieved a tracking error control effect ranking among the top, with an excess return of 0.43% since the beginning of 2024, leading among comparable products [1] Group 2: Policy Impact - The recently issued "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)" sets a target for an average growth rate of around 7% for the value added in the computer, communication, and other electronic device manufacturing industries from 2025 to 2026 [1] - The electronic information manufacturing industry, including lithium batteries, photovoltaics, and component manufacturing, is expected to achieve an annual revenue growth rate of over 5% [1] Group 3: Investment Opportunities - The Sci-Tech Innovation Board 50 Index consists of 50 stocks with large market capitalization and good liquidity, prominently featuring "hard technology" leaders, with the semiconductor sector accounting for over 65% [1] - The management fee rate for the Sci-Tech Innovation Board 50 ETF (588080) is set at a low 0.15% per year, providing investors with a cost-effective way to seize opportunities in technological innovation [1]