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新能源+算力协同政策落地!科创50ETF(588000)成交额超8.42亿元居首,持仓股阿特斯涨超7%
Mei Ri Jing Ji Xin Wen· 2025-11-11 04:24
Group 1 - The A-share market opened with all three major indices rising, with the Kexin 50 ETF (588000) experiencing a high opening but subsequently declining [1] - The Kexin 50 ETF (588000) has seen a net inflow of 579 million yuan over the past 10 trading days, indicating strong investor interest [1] - The trading volume of Kexin 50 ETF (588000) exceeded 842 million yuan, making it the top performer among similar products [1] Group 2 - The National Development and Reform Commission and the National Energy Administration released guidelines to promote the consumption and regulation of renewable energy, emphasizing the integration of renewable energy with strategic emerging industries [1] - The guidelines also focus on the collaborative planning and optimization of computing power facilities alongside renewable energy, promoting green development [1] - Huatai Securities highlighted that in the Scaling Law 2.0 era, the expansion of computing power remains a core growth engine, with the cost of single training potentially reaching one billion dollars by 2027 [1] Group 3 - The Kexin 50 ETF (588000) tracks the Kexin 50 Index, which has a significant allocation in the electronics sector (69.3%) and computer industry (5.17%), aligning well with the development of cutting-edge industries like AI and robotics [2] - The ETF also covers various sub-sectors such as medical devices, software development, and photovoltaic equipment, indicating a high content of hard technology [2] - Investors optimistic about the long-term prospects of China's hard technology are encouraged to maintain their focus on this ETF [2]