沐曦股份中签率公布,科创100ETF华夏(588800)成交额领先同类,科创半导体ETF(588170)强势上涨1.71%
Mei Ri Jing Ji Xin Wen·2025-12-08 06:01

Group 1 - The core viewpoint highlights the strong performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 2.16% and notable stocks like Yuanjie Technology and Guodun Quantum seeing significant gains [1] - The Sci-Tech 100 ETF (588800) has shown active trading with a turnover rate of 10.47% and a transaction volume of 279 million yuan, indicating a vibrant market [1] - The semiconductor materials and equipment theme index also experienced a robust increase of 1.79%, with key stocks such as Shengen Co. and Jingsheng Shares performing well [1] Group 2 - Guojin Securities reports that the demand for GPUs is rapidly expanding due to the AI era, with the global GPU market expected to exceed 1 trillion yuan in 2024 and a CAGR of 24.5% from 2025 to 2029 [2] - The Chinese GPU market is projected to grow even faster, from 142.5 billion yuan in 2024 to 1,336.8 billion yuan by 2029, with a CAGR of 53.7% from 2025 to 2029, benefiting domestic GPU manufacturers [2] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors such as semiconductors, pharmaceuticals, and new energy [2]