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OpenAI联手博通意图重塑AI硬件竞争格局,科创100指数ETF(588030)盘中上涨超1.2%,东芯股份领涨
Xin Lang Cai Jing· 2025-09-12 03:07
Group 1 - The core viewpoint of the articles highlights the significant rise of the STAR Market 100 Index and the performance of its constituent stocks, indicating a strong market sentiment towards technology and innovation sectors [3][4] - The STAR Market 100 Index ETF has shown a notable increase of 7.07% over the past week, reflecting robust trading activity with a turnover rate of 2.56% and a transaction volume of 1.47 billion yuan [3][4] - OpenAI's collaboration with Broadcom to produce AI-specific chips marks a pivotal shift in the AI industry from reliance on GPUs to customized chip solutions, which is expected to positively impact Broadcom's valuation and AI business outlook [4] Group 2 - The STAR Market 100 Index ETF has experienced a significant growth in scale, increasing by 9.37 million yuan over the past year, ranking third among comparable funds [4] - The top ten weighted stocks in the STAR Market 100 Index account for 23.82% of the index, with notable companies such as East China Semiconductor and Huahong Semiconductor leading the list [5]