HBM产业链

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摩尔线程明日上会,芯片ETF天弘盘中获净申购1200万份,科创综指ETF天弘盘中价格创新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-25 22:45
此外,科创综指ETF天弘(589860)盘中一度涨超1.4%,最高触及1.355元,盘中价格创上市以来新 高。成分股中,上纬新材、品茗科技20CM涨停,迪威尔、晶合集成、聚和材料等跟涨。 科创综指ETF天弘(589860)紧密跟踪科创综指,该指数于定位于科创板市场综合指数,对科创板的市 值覆盖度约为97%,成分股覆盖小市值硬科技企业,具有极强的表征性和突出的成长属性。前十大权重 股包括寒武纪-U、海光信息、中芯国际等科技龙头。 最新消息面上,长江存储母公司完成股改,最新估值超1600亿元。据第一财经报道,长江存储科技控股 有限责任公司(以下简称"长存集团")近日召开了股份公司成立大会,大会选举产生了股份公司首届董 事会成员。此举意味着该公司完成了股份制改革。长存集团是国内唯一一家3D NAND原厂长江存储的 母公司。据胡润研究院最新发布的《2025全球独角兽榜》,长江存储估值1600亿元,位列中国十大独角 兽第九。2025年4月,上市公司养元饮品(603156)发布对外投资公告,称旗下子公司泉泓投资出资16 亿元投资长存集团,获得后者0.99%的股份,以此计算,长存集团估值则为1616亿元。 此外,明日(9月 ...
AI算力需求持续增长,HBM产业链有望迎来加速成长期,科创100指数ETF(588030)回调蓄势,近1年日均成交额居同类基金首位
Sou Hu Cai Jing· 2025-09-02 06:22
Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) decreased by 3.89% as of September 2, 2025, with mixed performance among constituent stocks [3] - Chengdu Huami (688709) led the gains with an increase of 10.39%, while Huafeng Technology (688629) experienced the largest decline at 12.43% [3] - The Sci-Tech 100 Index ETF (588030) fell by 4.01%, with the latest price at 1.29 yuan, but saw a cumulative increase of 4.50% over the past week [3] Group 2 - SK Hynix and other memory manufacturers are transitioning to foundry production for the next generation of HBM4, with TSMC selected for this role [4] - The demand for HBM (High Bandwidth Memory) is rapidly increasing, with SK Hynix projecting the custom HBM market to grow to several hundred billion dollars by 2030 [4] - The HBM industry chain is expected to enter a growth phase due to the ongoing demand for computing power in AI training and inference tasks [4] Group 3 - The Sci-Tech 100 Index ETF has seen a net value increase of 97.36% over the past year, ranking 241 out of 2990 in the index stock fund category [5] - The ETF's management fee is 0.15% and the custody fee is 0.05%, making it one of the lowest in its category [5] - As of September 1, 2025, the ETF's Sharpe ratio was 1.94, indicating strong risk-adjusted returns [5] Group 4 - The Sci-Tech 100 Index closely tracks the performance of 100 selected securities from the Shanghai Stock Exchange Sci-Tech Innovation Board, reflecting the overall performance of companies with medium market capitalization and good liquidity [6] - The top ten weighted stocks in the index account for 23.82% of the total index, with notable companies including Dongxin Co. (688110) and Huahong Semiconductor (688347) [6]