险资投资新规释放千亿增量，科创板迎活水！科创50指数ETF(588870)放量涨近2%，年内份额大增170%，断层领先！CPO、半导体等硬科技大涨

Group 1 - The market continues to rise with major stock indices increasing, particularly the Sci-Tech 50 Index which rose over 2% [1] - The Sci-Tech 50 Index ETF (588870) has seen a year-to-date share increase of 169.80%, leading its peers significantly [1] - Key stocks in the Sci-Tech 50 Index include Baiwei Storage, which rose over 9%, and Cambrian, which rose over 5% [1] Group 2 - Xiangcai Securities indicates that adjustments to insurance company risk factors could increase stock investment scale by approximately 150 billion, boosting the equity market insurance inflow to about 2.15 trillion by 2026 [2] - The electronic sector, the largest in the Sci-Tech 50 Index, is experiencing increased demand due to rising storage prices driven by major manufacturers like SanDisk and Micron [2] - The AI data center construction and deepening AI applications are significantly driving storage demand, with expectations for a continued upward cycle in storage prices through 2026 [2] Group 3 - The Sci-Tech 50 Index ETF (588870) tracks the top 50 stocks on the Sci-Tech board, covering sectors such as electronics, pharmaceuticals, and machinery [3] - The management fee for the Sci-Tech 50 Index ETF is as low as 0.15%, with a custody fee of 0.05%, making it the lowest in the market [3] Group 4 - Recent policy adjustments have lowered the risk factor for insurance companies holding Sci-Tech board stocks for over two years, encouraging more capital flow into strategic emerging industries [4]