商业航天、AI应用持续拉升，带动科技板块走高。消息面上，商业航天迎来密集发射，1月13日23时25 分，由火箭院研制的长征八号甲运载火箭在海南商业航天发射场一号工位点火升空，成功将卫星互联网 低轨18组卫星送入预定轨道，发射任务取得圆满成功。AI应用方面，智谱、MiniMax港交所上市，或促 行业进商业价值期；DeepSeek 2月中推V4模型，代码生成表现优；GEO成数字营销焦点，2026年AI应 用将更"好用"。 科创100ETF基金紧密跟踪上证科创板100指数，上证科创板100指数从上海证券交易所科创板中选取市 值中等且流动性较好的100只证券作为样本。上证科创板100指数与上证科创板50成份指数共同构成上证 科创板规模指数系列，反映科创板市场不同市值规模上市公司证券的整体表现。前三大申万一级行业分 别为电子（37.42%）、电力设备（14.02%）和生物医药（13.79%）。 数据显示，截至2025年12月31日，上证科创板100指数(000698)前十大权重股分别为华虹公司、东芯股 份、源杰科技、睿创微纳、中科飞测、国盾量子、百济神州、仕佳光子、复旦微电、安集科技，前十大 权重股合计占比26.21% ...

科创100ETF基金紧密跟踪上证科创板100指数，上证科创板100指数从上海证券交易所科创板中选取市 值中等且流动性较好的100只证券作为样本。上证科创板100指数与上证科创板50成份指数共同构成上证 科创板规模指数系列，反映科创板市场不同市值规模上市公司证券的整体表现。 数据显示，截至2025年12月31日，上证科创板100指数(000698)前十大权重股分别为华虹公司、东芯股 份、源杰科技、睿创微纳、中科飞测、国盾量子、百济神州、仕佳光子、复旦微电、安集科技，前十大 权重股合计占比26.21%。 科创100ETF基金(588220)，场外联接(A：019861；C：019862；I：022845)。 AI应用、AI医疗表现活跃，消息面上，英伟达将在未来五年内与礼来共同投资10亿美元建立人工智能 药物实验室。英伟达和礼来将率先推动机器人技术和物理人工智能，加速和扩大医学发现与生产。此 外，在医药方面，荣昌生物发布公告称，公司与艾伯维就RC148签署独家授权许可协议。在协议批准生 效后，荣昌生物将收到6.5亿美元的首付款，并有资格获得最高达49.5亿美元的开发、监管和商业化里程 碑付款，以及在大中华区以外地区 ...

本周，科创100指数上涨10.5%，创业板中盘200指数上涨8.3%，中证500指数上涨7.9%，中证1000指数上涨7.0%，中证2000 指数上涨6.5%。 | | 中 1 500 | 中证1000 | 中证2000 | 上证科创板 | 创业板中盘 | | --- | --- | --- | --- | --- | --- | | | 指数 | 指数 | 指数 | 100指数 | 200指数 | | 本周涨跌幅 | 7.9% | 7.0% | 6.5% | 10. 5% | 8. 3% | | 指数滚动市 | 35.7倍 | 48. 5倍 | 162.7倍 | 211.7倍 | 110.9倍 | | 滚动市盈率 分位 | 68. 1% | 71.5% | 该指数2023年 8月7日发布 | 该指数2023年 8月7日发布 | 该指数2023年 11月15日发布 | | 跟踪该指数 | 中证 500ETF | 中证1000 ETF易方达 | 中证2000ETF 易方达 | 科创100ETF 易方达 | 创业板200ETF 易方达 | | 的ETF | 易方达 | | | | | | | (510580) | ...

科创100ETF基金（588220）紧密跟踪上证科创板100指数(000698.SH)，上证科创板100指数从上海证券 交易所科创板中选取市值中等且流动性较好的100只证券作为样本，共覆盖十种申万一级行业，其中前 三大行业占比分别为：电子37.42%、电力设备14.02%、生物医药13.79%。 截至2026年1月5日 11:18，上证科创板100指数(000698)强势上涨2.67%，成分股百济神州(688235)上涨 11.69%，成都华微(688709)上涨11.44%，华曙高科(688433)上涨8.60%，益方生物(688382)，经纬恒润 (688326)等个股跟涨。科创100ETF基金(588220)上涨2.39%， 冲击10连涨。最新价报1.41元。 MACD金叉信号形成，这些股涨势不错！ 消息面上，科创100ETF基金(588220)冲刺九连阳，连续11个交易日实现资金净流入，最高单日获得6.10 亿元净流入，合计"吸金"23.91亿元，日均净流入达2.17亿元。 科创100ETF基金（588220），联接基金（A类 019861，C类 019862，I类 022845） 有机构指出，在当前 ...

Group 1 - The core viewpoint of the news is that the STAR 100 Index and its ETF are experiencing significant upward momentum, driven by a new wave of price increases in the semiconductor sector and strong market performance in technology-related stocks [1][2]. Group 2 - As of December 25, 2025, the STAR 100 Index rose by 1.45%, with component stock Ruichuang Micro-Nano increasing by over 4% [1]. - The STAR 100 Index ETF (588030) also saw a rise of 1.40%, marking its fifth consecutive increase, with a latest price of 1.37 yuan [1]. - Over the past week, the STAR 100 Index ETF has accumulated a rise of 3.75% [1]. - The liquidity of the STAR 100 Index ETF showed a turnover rate of 1.53% during the trading session, with a transaction volume of 93.0371 million yuan [1]. - The average daily transaction volume of the STAR 100 Index ETF over the past year was 3.32 billion yuan [1]. - A new round of price increases in the semiconductor sector has begun, with companies like SMIC and World Advanced announcing price hikes of around 10% for downstream customers, particularly in the BCD process platform [1]. - Major memory suppliers such as Samsung Electronics and SK Hynix have raised HBM3E prices by nearly 20% for the upcoming year [1]. - The STAR 100 Index ETF's latest scale reached 6.054 billion yuan, marking a one-month high [2]. - In the past two weeks, the STAR 100 Index ETF's shares increased by 10.5 million shares, indicating significant growth [2]. - The STAR 100 Index ETF experienced a net outflow of 16.1392 million yuan recently, but has attracted a total of 144 million yuan over the last ten trading days [2]. - The STAR 100 Index consists of 100 securities selected from the STAR Market based on market capitalization and liquidity, reflecting the overall performance of different market capitalization companies [2]. - As of November 28, 2025, the top ten weighted stocks in the STAR 100 Index accounted for 26.72% of the index, including companies like Huahong Semiconductor and BeiGene [2].

Group 1: Quantum Technology - The Ministry of Industry and Information Technology has announced the establishment of a standardization technical committee for quantum information, aiming to accelerate the standardized and large-scale development of the quantum technology industry [1] - CITIC Securities highlights the continuous catalysis in the AI industry chain, with significant advancements in models and hardware, indicating a positive outlook for AI development and recommending focus on components like dilution refrigerators and low-temperature coaxial cables in the quantum technology sector [3] - The quantum technology sector is recognized as a key future industry by the state, with expectations to become a new economic growth point [3] Group 2: Commercial Aerospace - The National Space Administration has released an action plan to promote high-quality and safe development in commercial aerospace, with significant milestones achieved, such as the successful maiden flight of the Zhuque-3 rocket [1] - Open Source Securities notes that commercial aerospace has been designated as an "emerging pillar industry," with a target for the industry to account for 2% of GDP during the 14th Five-Year Plan period and to drive a value exceeding 7 trillion yuan by 2030 [3] - The plan includes the construction of 10 commercial launch sites and aims for an average of one launch per day, alongside the establishment of a national commercial aerospace laboratory to overcome development bottlenecks [3] Group 3: Market Performance - The Sci-Tech Innovation 100 ETF has seen significant gains, with stocks like Source Jie Technology rising by 12.98% in a single day, reflecting increased market demand for computing infrastructure hardware [2] - As of December 8, 2025, the Sci-Tech Innovation 100 Index has shown strong performance, with Source Jie Technology up 13.69% and GuoDun Quantum up 8.20% [2] - The top ten weighted stocks in the Sci-Tech Innovation 100 Index account for 26.72% of the index, indicating a concentrated performance among leading companies [4]

每日经济新闻 （责任编辑：董萍萍 ） 从资金净流入方面来看，科创100ETF华夏近4天获得连续资金净流入，最高单日获得4110.55万元净 流入，合计"吸金"5992.58万元，日均净流入达1498.14万元。 科创100ETF华夏（588800）紧密跟踪的科创100指数，是科创板第一只，也是唯一一只中盘风格指 数，聚焦高成长科创黑马，重点覆盖医药、新能源三大行业。（场外联接A类：020291/C类： 020292）。 截至2025年12月4日 11点11分，上证科创板100指数（000698）上涨0.80%，领涨市场主流宽基，成 分股绿的谐波上涨6.98%，中科飞测上涨5.06%，中科蓝讯上涨5.03%，泽璟制药上涨4.58%，微导纳米 上涨4.41%。科创100ETF华夏（588800）上涨0.89%，最新价报1.25元。拉长时间看，截至2025年12月3 日，科创100ETF华夏近半年累计上涨32.90%。 流动性方面，科创100ETF华夏盘中换手9.01%，成交2.27亿元。拉长时间看，截至12月3日，科创 100ETF华夏近1周日均成交2.47亿元，领先同类。规模方面，科创100ETF华夏近1周规模 ...

Group 1 - The core viewpoint indicates that the current liquidity easing environment is beneficial for the performance of small and micro-cap stocks, with the CSI 2000 Index being a key target for capturing the benefits of technological transformation and industrial upgrades [1] - The CSI 2000 Index has shown good long-term annualized returns and Sharpe ratios, suggesting its growth potential may continue to be released under the backdrop of the explosion in AI, green energy sectors, and increased policy support [1] Group 2 - The CSI 2000 Index consists of 2000 stocks that are smaller in scale and have good liquidity, focusing on the overall performance of small and micro-cap stocks in the Chinese A-share market [6] - The index comprehensively covers 11 first-level industries in the CSI, reflecting the performance of a range of small-cap companies [4][6]

Group 1 - The core viewpoint of the news highlights the strong performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 1.22% and the ETF increasing by 1.01%, indicating a bullish trend in the technology sector [1] - The technology sector is leading the A-share market, with significant gains in solid-state batteries, advanced packaging, semiconductors, CPO, and storage chips, contributing to the strength of related indices [1] - The Chief Economist of Guohai Securities predicts a continued slow bull market for A-shares, with technology remaining a key focus [1] Group 2 - Bank of China International notes that AI application companies are showing signs of performance improvement, with the launch of Gemini3 indicating rapid enhancements in large model capabilities [2] - The AI industry is transitioning from "tool innovation" to "ecosystem integration," with vertical applications validating business models in specific scenarios, revealing profit potential [2] - The AI industry chain has experienced a rotation from overseas computing power to domestic computing power, with AI applications still offering high cost-performance ratios for investment [2] Group 3 - The Sci-Tech 100 Index ETF has seen a significant increase in scale, growing by 135 million yuan over the past week, and its shares have increased by 11.1 million [3] - The ETF has experienced a net outflow of 69.1 million yuan recently, but has attracted a total of 152 million yuan over the last five trading days [3] - The top ten weighted stocks in the Sci-Tech 100 Index account for 25.77% of the index, with notable companies including Huahong Semiconductor and GuoDun Quantum [3]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) has shown a strong increase of 1.60% as of November 26, 2025, with notable gains from constituent stocks such as Dongxin Co., Ltd. (688110) up 11.32% and Yuanjie Technology (688498) up 9.06% [1] - The Huaxia Sci-Tech 100 ETF (588800) has also risen by 1.62%, marking its third consecutive increase, with a latest price of 1.25 yuan and a cumulative increase of 34.46% over the past six months [1] - The trading volume for the Huaxia Sci-Tech 100 ETF reached 2.11 billion yuan, with a turnover rate of 8.45% [1] Group 2 - The top ten weighted stocks in the Sci-Tech Innovation Board 100 Index as of October 31, 2025, include Huahong Semiconductor (688347) and GuoDun Quantum (688027), collectively accounting for 25.77% of the index [2] - The individual performance of the top ten stocks shows Dongxin Co., Ltd. (688110) with a significant increase of 11.32% and Yuanjie Technology (688498) with an increase of 9.06% [2] - The Huaxia Sci-Tech 100 ETF closely tracks the Sci-Tech Innovation Board 100 Index, focusing on medium-sized, high-growth stocks from the Sci-Tech Innovation Board [4]