连续两日“吸金”，创业50ETF（159682）半日涨1%，机构：依然看好成长风格延续

Group 1 - The market experienced a morning rally on December 1, with the ChiNext Index rising over 1%, led by gains in the semiconductor and consumer electronics sectors [1] - The Chuangye 50 ETF (159682) saw a half-day increase of 1%, with a slight pullback in the afternoon, ultimately rising 0.71% and achieving a trading volume exceeding 120 million yuan [1] - Among the constituent stocks, Beijing Junzheng surged over 15%, with other stocks like Nanda Optoelectronics, Runze Technology, and others also showing gains [2] Group 2 - The Chuangye 50 ETF has recorded net inflows for two consecutive trading days, accumulating over 22 million yuan [2] - The ETF tracks the ChiNext 50 Index, with major holdings including CATL, Dongfang Fortune, and others [2] - Reports indicate a worsening global shortage of storage chips due to increased demand for AI infrastructure, with predictions of a 50% price increase for storage chips by Q2 2026 [2] Group 3 - Open Source Securities remains optimistic about the continuation of growth styles, noting a recent market adjustment characterized by a "market correction + tech pullback" [3] - Historical data shows that in similar bull markets, significant pullbacks have occurred 13 times, with a higher probability of style continuation rather than switching [3] - Opportunities in previously oversold growth categories are emerging, and there is potential for recovery in core quality AI hardware as institutional participation and risk appetite increase [3]