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Bloomberg· 2025-07-18 07:52
IPO Filing - Semifive 公司已在首尔提交首次公开募股 (IPO) 的初步申请 [1]
GPU芯片带动光模块CPO等配套设施需求激增,创业板人工智能ETF华夏(159381)盘中获得资金关注
Mei Ri Jing Ji Xin Wen· 2025-07-14 03:18
Group 1 - The A-share market continues its recovery trend, with active sectors including lithium mining, central enterprise banks, and ultra-high voltage, while the TMT sector is preparing for a pullback [1] - The AI ETF on the ChiNext, Huaxia (159381), shows active buying interest, with funds being subscribed during trading [1] - Demand for high-performance chips like GPUs is expected to drive the demand for related equipment such as optical modules, PCBs, and switches, benefiting leading domestic manufacturers [1] Group 2 - The ChiNext AI ETF Huaxia (159381) tracks the ChiNext AI Index, selecting AI-focused companies listed on the ChiNext, with a daily price fluctuation limit of ±20% [2] - The optical module CPO concept stocks account for over 33% of the ETF's weight, with the top three constituent stocks being NewEase, Zhongji Xuchuang, and Tianfu Communication [2] - The management fee rate is currently 0.15%, and the custody fee rate is 0.05%, making the overall fee rate the lowest among comparable funds [2]
US chip design stocks pop on lifting of China export curbs
Proactiveinvestors NA· 2025-07-03 15:06
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...