美股科技巨头亚马逊投资500亿美元加码算力，科创100ETF华夏（588800）、科创半导体ETF（588170）强势上涨

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 2.65%, with notable increases in stocks such as Lingyun Optics (up 11.72%) and Yuanjie Technology (up 10.23%) [1] - The Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index increased by 1.34%, with key stocks like Shenkong Co. (up 7.48%) and Oulaine Materials (up 3.60%) showing strong performance [1] - The U.S. stock market saw significant gains in popular tech stocks, with Tesla and Google A both rising over 6%, indicating a positive sentiment in the tech sector [1] Group 2 - Huajin Securities highlighted the release of Huawei's reports, predicting that general artificial intelligence will be a transformative technology driver over the next decade, with a projected 100,000-fold increase in total computing power by 2035 [2] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2] - The Sci-Tech Semiconductor ETF encompasses 61% semiconductor equipment and 23% semiconductor materials, indicating a strong focus on domestic substitution in these critical sectors [2]