汇添富上证科创板人工智能ETF发起式联接A(026654)
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汇添富上证科创板人工智能ETF发起式联接A(026654)跟踪指数持续上攻涨超2%,机构:持续重视AI板块
Xin Lang Cai Jing· 2026-02-27 07:52
Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) has seen a strong increase of 2.07% as of February 27, 2026, with constituent stocks such as Yuntian Lifeng (688343) rising by 20.00%, Sikan Technology (688583) by 7.96%, and Yuncong Technology (688327) by 7.17% [1] - The Huatai-PineBridge Sci-Tech Innovation Artificial Intelligence ETF has increased by 2.00% as of February 27, 2026, and has accumulated a rise of 19.87% over the past six months as of February 26, 2026 [1] - The Ministry of Industry and Information Technology and seven other departments have released the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming to accelerate the integration of AI technology in the manufacturing sector and cultivate new productive forces [1] Group 2 - CITIC Securities notes that the recent performance of the computing power sector has been mixed, with market demand outlook for 2027 remaining uncertain and heavy positions in the sector [2] - CITIC Securities continues to recommend the AI computing power sector, including core companies in both North American and domestic computing power supply chains, while also suggesting attention to AI application sectors, particularly the progress of edge AI agents [2] - As of February 26, 2026, the Huatai-PineBridge Sci-Tech Innovation Artificial Intelligence ETF has achieved a weekly profit percentage of 100.00% since its inception, with a maximum drawdown of 3.04%, ranking 3 out of 24 in its category, indicating relatively low risk [2] Group 3 - The Huatai-PineBridge Sci-Tech Innovation Artificial Intelligence ETF was established on February 9, 2026, and aims to closely track the underlying index while minimizing tracking deviation and error [3] - The current fund manager, He Lizhu, has 4.3 years of experience in the securities industry and has achieved a return of 1.74% since taking office on February 9, 2026 [3]
从科创板定位看成长性:汇添富上证科创板人工智能ETF发起式联接A(026654)的板块基因
Xin Lang Cai Jing· 2026-02-27 03:59
在评估科技类资产的长期成长潜力时,除了考察具体的产业赛道,其所处的资本市场板块属性同样构成 了资产定价的底层逻辑。上证科创板自设立之初,便肩负着支持国家战略科技力量崛起的使命。 探讨汇添富上证科创板人工智能ETF发起式联接A(026654)的成长弹性,必须回归其底层资产的孵化池 ——科创板。本文将系统拆解该基金如何通过根植于科创板的"硬科技"基因,获取超越传统板块的非线 性成长红利。 一、制度设计与包容性:科创板作为"硬科技"的天然孵化器 科创板的设立初衷,是补齐中国资本市场在支持前沿科技创新方面的制度短板。相较于主板市场对企业 盈利指标的严苛要求,科创板通过推行注册制与多元化的上市标准,展现出了对"硬科技"企业极高的制 度包容性。 三、 基因映射:汇添富上证科创板人工智能ETF发起式联接A(026654)如何跨越传统板块获取高弹性成 长 资产的成长弹性,本质上是企业盈利增速与市场估值扩张的乘数效应。汇添富上证科创板人工智能ETF 发起式联接A(026654)作为全仓押注科创板AI资产的被动工具,其高弹性特征直接衍生自板块基因: 华西证券分析认为,近期中国AI大模型迎来"春节档"爆发,技术趋势已从通用聊天工具 ...