持续突破！国产AI芯片抢夺市场窗口期，科创100指数ETF(588030)连续3日“吸金”合计2.46亿元

Core Viewpoint - The demand for AI chips is driving domestic chip manufacturers and internet giants to seize market opportunities amid supply instability from Nvidia, with significant orders being secured by companies like Kunlun Chip from China Mobile [3][4]. Group 1: Market Performance - As of September 16, 2025, the Sci-Tech Innovation Board 100 Index decreased by 0.10%, with stocks showing mixed performance; Plater Tech led with a 5.68% increase, while Hangke Technology fell by 8.60% [3]. - The Sci-Tech 100 Index ETF (588030) saw a slight decline of 0.23%, priced at 1.32 yuan, but had a 2.47% increase over the past week [3]. - The ETF recorded a turnover rate of 1.69% and a transaction volume of 101 million yuan, with an average daily transaction of 439 million yuan over the past year, ranking first among comparable funds [3]. Group 2: Industry Insights - Industry experts highlight that domestic companies like Cambricon, Haiguang Information, and Moore Threads have developed competitive AI inference chips, emphasizing the need to enhance production capacity to meet the rapidly growing demand for AI computing power [4]. - Shanghai Securities notes that a robust software platform is essential to maximize the hardware performance of intelligent chips, making them more adaptable to new demands from large models and lowering user barriers for efficient AI algorithm and application innovation [4]. - The top ten weighted stocks in the Sci-Tech 100 Index account for 23.82% of the index, with companies like Dongxin Co., Huahong Semiconductor, and BeiGene among the leaders [6]. Group 3: Fund Performance - The Sci-Tech 100 Index ETF experienced a significant growth of 350 million yuan in scale over the past week, ranking second among comparable funds [4]. - The ETF's share increased by 90 million shares in the same period, also ranking second among comparable funds [4]. - The ETF saw continuous net inflows over three days, with a peak single-day net inflow of 164 million yuan, totaling 246 million yuan and an average daily net inflow of 8.21 million yuan [4].