科创100ETF鹏华(588220)红盘向上，AI代理推动CPU需求量上涨

Group 1 - Intel and AMD have sold out their server CPU capacity for 2026 due to significant procurement by cloud vendors, planning to increase prices by 10%-15% [1] - The demand for CPUs is expected to surge as AI-driven computing needs accelerate, with the server chip market growth anticipated to exceed expectations [1] - Factors such as the general server upgrade cycle and increased demand for AI inference computing power are driving the rise in CPU demand [1] Group 2 - The STAR Market 100 Index (000698) has seen significant stock price increases for companies like Gotion High-tech (6.26%), Jucheng Technology (5.73%), and Hua Hong Semiconductor (5.04%) [1] - The top three sectors in the STAR Market 100 Index are Electronics (37.42%), Power Equipment (14.02%), and Biomedicine (13.79%) [1] - The chip concept within the STAR Market 100 Index accounts for 55.15% of the index [1] Group 3 - The STAR Market 100 Index tracks 100 medium-sized and liquid securities selected from the STAR Market, reflecting the overall performance of different market capitalization companies [2] - As of December 31, 2025, the top ten weighted stocks in the STAR Market 100 Index include companies like Hua Hong Semiconductor and East China Semiconductor, collectively accounting for 26.21% of the index [2]