Core Viewpoint - The A-share market saw a significant rise in the afternoon, with the STAR 50 Index ETF (588870) increasing by 2.19%, and a trading volume exceeding 74 million yuan, indicating a 17% increase in volume compared to the previous period. This reflects a trend of capital flowing into ETFs as investors seek opportunities amid market declines [1]. Group 1: ETF Performance - The STAR 50 Index ETF (588870) has experienced net inflows on 4 out of the last 5 days, with a year-to-date share growth rate of 173%, leading its peers significantly [1]. - The majority of the popular constituent stocks of the STAR 50 Index ETF closed in the green, with notable gains including Shengyi Electronics up over 13%, and Jinghe Integration up over 7% [3]. Group 2: Key Stocks and Trading Data - Key stocks within the STAR 50 Index ETF include: - Cambrian (688256) with a weight of 9.57%, up 3.27%, trading volume of 8.166 billion yuan - Haiguang Information (688041) with a weight of 7.92%, up 4.73%, trading volume of 4.2747 billion yuan - SMIC (688981) with a weight of 9.70%, up 2.34%, trading volume of 3.849 billion yuan - Shengyi Electronics (688183) with a weight of 1.17%, up 13.56%, trading volume of 3.161 billion yuan [4]. Group 3: Market Trends and Developments - The listing of Muxi Co., Ltd. on the STAR Market on December 17, with its self-developed "Chinese chip," saw its stock price surge by 755% from the issue price, reflecting high market expectations for domestic alternatives in the chip sector [5]. - Analysts highlight that the current AI computing power market is thriving, with strong demand and a clear trend towards self-sufficiency in AI chips in China, driven by supportive policies and significant growth potential [6]. - The STAR 50 Index ETF (588870) tracks the 50 largest and most liquid stocks on the STAR Market, covering sectors such as electronics, pharmaceuticals, and machinery, with a total R&D expenditure of 53.23 billion yuan, representing 7.93% of revenue, significantly higher than other market segments [6].
暴涨755%!沐曦股份登陆科创板,科创50指数ETF(588870)收涨2.19%!国产芯片破局国际垄断,站上万亿风口