科创50ETF（588000）成交额超41亿元，持仓股阿特斯涨超14%

Core Viewpoint - The A-share market shows positive momentum with the Sci-Tech 50 ETF experiencing a narrowing decline, while the photovoltaic equipment sector sees significant gains, particularly with companies like Canadian Solar and JinkoSolar leading the charge [1][2]. Industry Insights - The recent Electronic Semiconductor Industry Innovation Development Conference highlighted the urgent demand for advanced PCB, packaging, and ceramic substrates driven by high-end applications in AI computing hardware, automotive electronics, and low-altitude economy [1]. - The industry is accelerating towards high-density and high-reliability technologies, marking a clear growth momentum for the related supply chain [1]. Market Outlook - Open Source Securities indicates that the computing and storage sectors are entering a new wave of industrial opportunities, driven by the ongoing AI technology revolution, with capital expenditure expectations for global computing infrastructure being revised upwards [2]. - The demand for high-end chips remains strong, and the supply-demand dynamics in the storage sector are continuously improving, leading to a price increase trend that is extending to more subcategories and gradually affecting downstream products [2]. - The Sci-Tech 50 ETF tracks the Sci-Tech 50 Index, with 69.3% of its holdings in the electronics sector and 5.17% in the computer sector, aligning well with the development directions of AI and robotics [2].