截至2025年9月11日午间收盘，科创创业50ETF基金(588660)上涨5.66%，跟踪指数成分股海光信息20% 涨停，中际旭创涨近14%，新易盛涨超12%，寒武纪、天孚通信等个股跟涨。 截至9月10日，科创创业50ETF基金(588660)近6月净值上涨37.36%，排名可比基金第一。 科创创业50ETF基金(588660)紧密跟踪中证科创创业50指数，中证科创创业50指数从科创板和创业板中 选取市值较大的50只新兴产业上市公司证券作为指数样本，以反映上述市场中代表性新兴产业上市公司 证券的整体表现。 消息面上，近期，全球科技巨头——甲骨文发布了超出预期的财报数据，云业务收入同比增长27%至72 亿美元，其中OCI收入更是激增54%至33亿美元。当地时间9月10日，OpenAI与甲骨文签署了一份为期 五年的云服务合同，总金额高达3000亿美元。截至美股周三收盘，甲骨文股价飙升36%，创收盘新高。 没有股票账户的投资者可以通过兴银中证科创创业50指数基金（A：012898；C：012899）把握科技板 块投资机会。 2025年上半年，全球半导体行业在AI算力、数据中心、智能驾驶等终端需求的拉动下持续增长。 ...

Group 1 - The core viewpoint is that the 科创创业50ETF fund (588660) has shown significant growth, with a 3.17% increase as of August 18, 2025, marking a six-day consecutive rise and reaching a new high since its launch [1] - The fund has accumulated an 8.52% increase over the past week as of August 15, 2025, indicating strong performance in the market [1] - Several technology companies have recently announced advancements in large model technologies, including OpenAI's GPT-5, Tencent's mixed reality model, Alibaba's AI glasses, and Ant Group's financial reasoning model, showcasing diverse applications and technological highlights [1] Group 2 - 海通国际 highlights that the large-scale deployment of AI is reshaping the semiconductor roadmap, with innovations concentrated in five key areas: advanced logic, next-generation high-performance DRAM, high-bandwidth storage and stacking, advanced packaging, and power semiconductors [2] - Applied Materials anticipates that its packaging business revenue will double in the coming years, exceeding $3 billion annually, becoming a core segment with high visibility and growth certainty [2] - The semiconductor industry is entering a new growth cycle, supported by over 100 wafer fabs under construction or expansion globally, driven by increased infrastructure investment in AI [2] Group 3 - The MACD golden cross signal has formed, indicating positive momentum in certain stocks [3]