Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board, with the Sci-Tech 200 Index rising by 1.51%, the Sci-Tech 50 Index by 1.4%, and the Sci-Tech 100 Index by 1.1%, driven primarily by the electronics industry and a clear logic of domestic substitution [1] - The National Internet Information Office emphasized the responsibility of leading enterprises to tackle "bottleneck" technologies, focusing on key areas such as chips, and promoting collaboration with universities and research institutions to accelerate the development of self-controlled secure chips [1] - China Galaxy Securities stated that AI chips are the core driving force of computing power, with significant advancements in architecture design, manufacturing processes, and algorithm optimization in recent years, leading to the emergence of new architectures like reconfigurable chips and integrated storage-computing chips [1] Group 2 - The demand for AI chips in China is expected to continue rising, with the market size projected to reach 153 billion yuan by 2025, and the domestic AI chip brand penetration rate expected to increase to approximately 30% in 2024, with a shipment volume of 820,000 units [1] - The Sci-Tech 50 ETF tracks the Sci-Tech 50 Index, with 68.77% of its holdings in the electronics industry and 9.85% in the pharmaceutical and biological industry, aligning well with the development directions of domestic chips, artificial intelligence, and robotics [2] - The current position of the Sci-Tech 50 Index is near the baseline, and historical trends of the ChiNext suggest promising growth potential in the future, encouraging investors to pay attention to the long-term development prospects of China's hard technology [2]
科创系持续强势,科创50开盘涨超1%
Mei Ri Jing Ji Xin Wen·2025-09-19 01:55