甲骨文股价暴涨，国内算力产业链再迎催化，科创100指数ETF(588030)反弹翻红，源杰科技领涨

Core Insights - The article highlights the positive market performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 0.22% and notable gains in individual stocks such as Yuanjie Technology and Jiahua Technology [3] - The report discusses the implications of the U.S. Producer Price Index (PPI) decline, which strengthens expectations for a potential interest rate cut by the Federal Reserve [3] - Oracle's significant agreement with OpenAI to purchase $300 billion worth of computing power over five years indicates strong growth in global AI computing demand, positively impacting related tech stocks [3][4] Market Focus - The U.S. PPI fell by 0.1% in August, marking the first decline in four months, which may influence the Federal Reserve's upcoming monetary policy decisions [3] - Oracle's stock surged nearly 36% following the announcement of its deal with OpenAI, resulting in a market capitalization increase of approximately $250 billion [3] Institutional Analysis - The expectation of a Federal Reserve interest rate cut creates favorable external conditions for the valuation of domestic Sci-Tech companies, potentially lowering overall financing costs [4] - Oracle's unexpected capital expenditure in the AI sector, along with its substantial order from OpenAI, confirms the robust growth trend in global AI computing demand, sustaining high market sentiment for related companies [4] Related ETFs - The Sci-Tech 100 Index ETF (588030) has shown a significant increase in scale, growing by 649 million over the past year, ranking third among comparable funds [5] - The ETF closely tracks the Sci-Tech 100 Index, which consists of 100 mid-cap stocks selected from the Sci-Tech Innovation Board, reflecting the overall performance of different market capitalizations [5] Key Holdings - As of August 29, 2025, the top ten weighted stocks in the Sci-Tech 100 Index include Dongxin Co., Huahong Semiconductor, and BeiGene, collectively accounting for 23.82% of the index [6]