AI投资业绩兑现
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新能源与算力设施协同政策落地,科创板50ETF(588080)、创业板ETF(159915)受资金青睐
Mei Ri Jing Ji Xin Wen· 2025-11-11 07:07
Group 1 - The core viewpoint of the article emphasizes the promotion of the integration of new energy with strategic emerging industries, including information technology, high-end equipment manufacturing, and new materials [1] - The National Development and Reform Commission and the National Energy Administration released guidelines to enhance the consumption and regulation of new energy [1] - Despite short-term market fluctuations, the fundamental logic of technological advancement, computing power expansion, and deepening applications remains unchanged, indicating medium-term support for industry prosperity [1] Group 2 - The STAR Market 50 Index consists of 50 stocks with high market capitalization and liquidity, with over 65% of its composition from the semiconductor industry, including many leading AI computing power companies [1] - The ChiNext Index comprises 100 stocks with high market capitalization and liquidity, with over 90% from strategic emerging industries, where the combined weight of the new energy and AI hardware industry chains is approximately 60% [1] - Recent market volatility has not deterred investment in ETFs tracking these indices, with the STAR Market 50 ETF and ChiNext ETF receiving net inflows of 90 million and 900 million yuan, respectively [1]