Piotech (SH:688072) Mei Ri Jing Ji Xin Wen·2025-12-22 03:07Group 1 - The A-share market saw all three major indices open higher on December 22, with the Sci-Tech 50 ETF (588000) experiencing a maximum increase of 1.47% during early trading [1] - The top-performing stocks included Tuojing Technology, which rose by 8.50% to reach a historical high, benefiting directly from increased demand for optical computing chips and advanced process equipment [1] - The Sci-Tech 50 ETF has attracted significant capital inflow, with a net inflow of 1.787 billion over the past five days and 2.644 billion over the past ten days, indicating strong investor interest [1] Group 2 - According to招商证券, the growth in AI demand is expected to drive global storage and advanced process capacity expansion, with domestic storage and advanced process expansion likely to accelerate by 2026-2027 [2] - The report highlights that domestic equipment manufacturers are seeing a positive trend in orders, and companies with strong market positions in storage equipment are expected to benefit from increasing domestic production rates [2] - The Sci-Tech 50 ETF tracks the Sci-Tech 50 Index, with 69.39% of its holdings in the electronics sector and 4.88% in the computer sector, aligning well with the development of cutting-edge industries such as AI and robotics [2]