AI需求带动先进制程产能扩张，科创成长50ETF（588020）、科创板50ETF（588080）投资机会受关注

Market Performance - The Sci-Tech 100 Index increased by 5.6%, the Sci-Tech Growth Index rose by 5.4%, the Sci-Tech Composite Index went up by 4%, and the Sci-Tech 50 Index gained 2.8% this week [1][3]. Future Outlook - According to招商证券, the growth in AI demand is driving the expansion of global storage and advanced process capacity, with domestic storage and advanced process expansion expected to accelerate in 2026-2027 [1]. - Domestic equipment manufacturers are seeing a continuous improvement in orders, and the localization rate is entering a rapid growth phase [1]. - Companies with strong positioning and high market share in storage equipment are likely to benefit from the storage expansion cycle [1]. Sector Composition - The Sci-Tech 100 Index consists of 100 stocks with medium market capitalization and good liquidity, focusing on small and medium-sized innovative enterprises, with over 80% of its composition in the electronics, pharmaceutical, and computer sectors [5]. - The Sci-Tech Composite Index covers all market securities, focusing on core frontier industries such as AI, semiconductors, new energy, and innovative pharmaceuticals, encompassing all 17 primary industries listed on the Sci-Tech Board [5]. - The Sci-Tech Growth Index is composed of 50 stocks with high growth rates in revenue and net profit, with over 95% of its composition in high-growth sectors like electronics, power equipment, pharmaceuticals, and automotive [5].