万亿资本驰援硬科技！科创50ETF（588000）低开高走，翻红涨1.45%！存储+算力芯股集体走强

Core Viewpoint - The A-share market is experiencing active trading in AI concepts, with significant inflows into the 科创50ETF (588000) and a supportive government initiative to boost investment in hard technology sectors [1][2]. Group 1: Market Performance - On December 30, the three major A-share indices opened lower, but the 科创50ETF (588000) quickly turned positive, reaching a maximum increase of 1.45% [1]. - Key holdings in the ETF, such as 芯原股份, 佰维存储, 海光信息, and 寒武纪, saw notable price increases of 5.26%, 5.11%, 4.60%, and 4.52% respectively [1]. - The 科创50ETF (588000) has attracted significant capital, with a net inflow of 490 million over the past three days, and a trading volume of 1.514 billion as of the report [1]. Group 2: Government Initiatives - On December 26, the National Venture Capital Guidance Fund was established with a central government investment of 100 billion, aimed at leveraging social capital in hard technology sectors such as integrated circuits, AI, aerospace, and future energy [1]. - The fund is designed to operate through a three-tier structure of guiding funds, regional funds, and sub-funds, focusing on early-stage investments, particularly in semiconductor chip development [1]. Group 3: Industry Outlook - According to 开源证券, the semiconductor industry is entering a new price increase cycle due to a surge in AI demand and supply shortages, with significant price hikes observed in wafer foundries and storage products [2]. - The utilization rates of major foundries like 中芯国际 are high, and there is ongoing tight supply for NAND and DRAM products, which is expected to continue through 2026 [2]. - The 科创50ETF (588000) tracks the 科创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 AI and robotics [2].