Market Performance - The Shanghai Composite Index recorded an 8-day consecutive rise with a total market turnover of 2.18 trillion yuan on December 26 [1] - The market maintained a strong performance over the week, with sectors such as Hainan, batteries, commercial aerospace, storage chips, and energy metals leading in gains, while dairy, retail, banking, and pharmaceutical sectors saw declines [1] Index Performance - The CSI 300 Index increased by 1.9%, the CSI A500 Index rose by 2.7%, the ChiNext Index climbed by 3.9%, the STAR Market 50 Index went up by 2.8%, and the Hang Seng China Enterprises Index saw a slight increase of 0.2% [1][3] - The rolling price-to-earnings (P/E) ratios for the indices are as follows: CSI 300 at 14.1 times, CSI A500 at 16.9 times, ChiNext at 41.2 times, STAR Market 50 at 161.2 times, and Hang Seng China Enterprises at 10.4 times [3] Historical Performance - Year-to-date performance shows the CSI 300 Index up by 18.4%, CSI A500 up by 23.0%, ChiNext up by 51.5%, STAR Market 50 up by 36.1%, and Hang Seng China Enterprises up by 22.3% [7] - Over the past year, the CSI 300 Index increased by 17.0%, CSI A500 by 21.1%, ChiNext by 47.1%, STAR Market 50 by 32.1%, and Hang Seng China Enterprises by 22.0% [7] Sector Composition - The CSI A500 Index covers 500 securities with large market capitalization and good liquidity, spanning 89 out of 93 three-level industries [4] - The ChiNext Index consists of 100 stocks with high market capitalization and liquidity, with a significant representation from strategic emerging industries, particularly in power equipment, communications, and electronics, which together account for nearly 60% [4] - The STAR Market 50 Index is composed of 50 stocks from the STAR Market, prominently featuring "hard technology" leaders, with semiconductors making up over 50% and combined with medical devices and photovoltaic equipment, accounting for nearly 75% [4]

本周，科创100指数上涨5.6%，科创成长指数上涨5.4%，科创综指上涨4%，科创板50指数上涨2.8%。 设备、软件开发行业合计占比近75% 益 上证科创板100指数 a 上证科创板综合指数 由科创板全市场证券组成,全面覆盖大、中、小盘风格, 聚焦人工智能、半导体、新能源、创新药等核心前沿产 业,覆盖科创板上市的全部17个一级行业,兼具高成长 性与风险分散特征 展望后市，招商证券认为，AI需求增长带动全球存储及先进制程产能扩张，展望2026-2027年国内存储及先进制程扩产有望 提速，国内设备厂商订单持续向好，国产化率进入快速提升阶段，卡位良好及份额较高的存储设备公司有望受益。关注受 益于存储扩产周期的设备、需求持续向好的算力及代工等，同时建议关注各科创指数核心成分股。 | | 上证科创板50 | 上证科创板100 | 上证科创板 | 上证科创板成长 | | --- | --- | --- | --- | --- | | | 成份指数 | 指数 | 综合指数 | 指数 | | 本周涨跌幅 | 2.8% | 5.6% | 4. 0% | 5.4% | | 指数滚动 市盘率 | 161.2倍 | 193.2倍 ...

今日科创板整体表现较强，盘面上，商业航天概念股再度走强，高华科技涨近19%，臻镭科技涨超16%，盛邦安全、有研粉材、航天软件涨超10%，铂力特 涨超8%，中科星图涨超7%；半导体板块多数上涨，复旦微电涨超16%，恒烁股份涨超13%，成都华微涨超12%。指数方面，科创100指数上涨1.6%，科创成 长指数上涨1.3%，科创综指上涨0.9%，科创板50指数下跌0.2%。 小科创企业,申子、医药生物、申 力设备、计算机行业合计占比超 80%,其中电子、医药生物行业占 比较高 1.6 科创综指ETF易方达 低费率 跟踪上证科创板综合指数 该指数由科创板全市场证券组成, 全面覆盖大、中、小盘风格,聚焦 人工智能、半导体、新能源、创新 药等核心前沿产业,覆盖科创板上 市的全部17个一级行业,兼具高成 长性与风险分散特征 今日 该指数消 0. 99 每日经济新闻 科创成长50ETF 跟踪上证科创板成长指数 该指数由科创板中营业收入与净利 润等业绩指标增长率较高的50只股 票组成,成长风格突出,业绩高增 长行业占比高, 申子、医药生物行 令日 该指数污 ...

Group 1 - The article discusses various ETFs tracking the Sci-Tech Innovation Board indices, highlighting their focus on high-growth sectors such as semiconductors, medical devices, and software development [2][3] - The Sci-Tech 50 ETF tracks the top 50 stocks by market capitalization and liquidity on the Sci-Tech Innovation Board, with over 65% of its composition in semiconductors and nearly 80% in related sectors [2] - The rolling price-to-earnings (P/E) ratio for the Sci-Tech 50 ETF is reported at 160.0 times, indicating a high valuation level since its inception [2] Group 2 - The Sci-Tech 100 ETF focuses on 100 medium-sized stocks with good liquidity, primarily in the electronics, biomedicine, and electrical equipment sectors, which together account for over 80% of the index [2] - The rolling P/E ratio for the Sci-Tech 100 ETF is noted at 187.8 times, reflecting its valuation dynamics [2] - The Sci-Tech Comprehensive Index ETF covers all market securities on the Sci-Tech Innovation Board, focusing on core industries like artificial intelligence and new energy, with a rolling P/E ratio of 206.9 times [2] Group 3 - The Sci-Tech Growth 50 ETF tracks 50 stocks with high growth rates in revenue and net profit, with nearly 75% of its composition in the electronics and biomedicine sectors [3] - The rolling P/E ratio for the Sci-Tech Growth 50 ETF is reported at 192.0 times, indicating its growth-oriented investment strategy [3] - The article mentions that the management fee for these low-fee products is 0.15% per year, and the custody fee is 0.05% per year [3]

Group 1 - The core indices related to the Science and Technology Innovation Board (科创板) showed positive performance, with the Science and Technology Growth Index rising by 0.8%, the Science and Technology 100 Index by 0.5%, and both the Science and Technology 50 Index and the Comprehensive Index by 0.4% [1] - China Galaxy Securities suggests that with the recent actions from the central bank and a potential slight easing expectation from the Federal Reserve next week, external risks are narrowing, indicating a potential upward trend for Hong Kong stocks [1] - The technology sector is expected to remain a long-term investment focus, as valuations have rebounded after previous adjustments, supported by multiple favorable factors [1] Group 2 - Small and medium-sized innovative enterprises in the electronic, pharmaceutical, biological, power equipment, and computer industries account for over 80% of the market, with the electronic and pharmaceutical sectors having a particularly high proportion [4] - The Science and Technology Comprehensive Index ETF by E Fund features a low fee structure and tracks the comprehensive index of the Science and Technology Innovation Board, covering all market securities and focusing on core industries such as artificial intelligence, semiconductors, new energy, and innovative pharmaceuticals [4] - The Science and Technology Growth 50 ETF tracks the Science and Technology Growth Index, which consists of 50 stocks with high growth rates in operating income and net profit, emphasizing a growth style and high performance [4]

截至午间收盘，科创成长指数上涨2.3%，科创板50指数上涨2.0%，科创100指数上涨1.8%，科创综指上涨1.7%。资金持续借道相 关ETF布局科创板，Wind数据显示，截至上周五，科创板50ETF（588080）近10个交易日合计"吸金"16.5亿元。 | 科创板50ETF 低费率 | | | 588080 | | --- | --- | --- | --- | | 跟踪上证科创板50成份指数 | | | | | 该指数由科创板中市值大、流动性 | 截至午间收盘 | 该指数 | 该指数自2020年 | | 好的50只股票组成,"硬科技"龙 | 该指数涨跌 | 滚动市盈率 | 发布以来估值分位 | | 头特征显著,半导体占比超65%, | | | | | 与医疗器械、软件开发、光伏设备 行业合计占比近80% | 2. 0% | 155.4倍 | 95. 7% | | 科创100ETF易方达 【用于平 | | | 588210 | | 跟踪上证科创板100指数 | | | | | 该指数由科创板中市值中等且流动 | 截至午间收盘 | 该指数 | | | 性较好的100只股票组成,聚焦中 | 该指数涨跌 | 滚 ...

今日午后，双创板块延续震荡整理态势，半导体、锂电池、电网设备等方向跌幅居前，截至14:07，科 创板50指数下跌1.1%，创业板指数下跌1.8%，创业板ETF（159915）盘中成交额超35亿元，净申购超 5.4亿份。 中国银河证券认为，临近年底，市场震荡结构的特征或将延续，行情轮动速度较快，重点关注明年政策 红利与景气方向的布局机会。配置机会上，全球百年未有之大变局加速演进，国内经济底层逻辑转向新 质生产力，人工智能、具身智能、新能源、可控核聚变、量子科技、航空航天等"十五五"重点领域值得 关注。 科创板50ETF（588080）、创业板ETF（159915）分别跟踪以上指数，且管理费率仅为0.15%/年，包括 这两只产品在内，易方达基金旗下双创板块相关ETF合计规模超过1800亿元，位居行业第一，为投资者 布局科技成长板块提供了便捷、多样的投资工具。 （文章来源：每日经济新闻） 科创板50指数由科创板中市值大、流动性好的50只股票组成，半导体行业占比超65%，聚焦"硬科技"龙 头企业；创业板指数则由创业板中市值大、流动性好的100只股票组成，AI硬件与新能源产业链权重约 60%，覆盖多家通信设备与锂电龙头 ...

创业板ETF（159915）、科创板50ETF（588080）规模位居双创板块ETF前列，且管理费率仅为0.15%/ 年，为投资者布局科技创新龙头企业提供了便捷工具。 每日经济新闻 有市场分析表示，若2026年上半年经济最终结果仍有提升空间，2026年下半年稳增长额外发力带来经济 边际改善是大概率事件。从风格节奏来看，2026年二季度是磨底阶段，科技和先进制造有基本面阿尔法 逻辑方向可能先于牛市启动；2026下半年全面牛，顺周期可能只是启动牛市的资产，最终牛市还是科技 和先进制造占优。 此外，算力硬件与电网设备等方向基本面景气的逻辑并未发生转变，从资金角度看，对市场边际扰动大 的活跃资金买入占比相比中枢已从高位回落，而长期配置资金仍细水长流进入新质生产力资产，机构也 在通过相关ETF配置双创板块。 每经编辑：叶峰 A股早盘震荡走强，双创板块迎来反弹。截至10:55，创业板指上涨1.4%，科创板50指数上涨0.4%。 值得注意的是，近期市场虽有调整，跟踪上述指数的产品却持续受资金关注。Wind数据显示，创业板 ETF（159915）、科创板50ETF（588080）昨日分别实现资金净流入6.7亿元和5.0亿元。 ...

Group 1 - The core indices of the Sci-Tech Innovation Board, including the Sci-Tech 50 Index, Sci-Tech 100 Index, and Sci-Tech Comprehensive Index, experienced declines of 2%, 2.1%, and 2.2% respectively, while the Sci-Tech Growth Index fell by 2.6% as of the midday close [1][4][7] - The Sci-Tech 50 ETF (588080) has attracted over 1 billion yuan in capital since December, indicating strong investor interest despite the market downturn [1] - Analysts suggest that the fundamentals for sectors such as computing hardware and power grid equipment remain positive, and the recent market pullback may present a buying opportunity for long-term investors [1] Group 2 - The Sci-Tech Growth 50 ETF tracks the Sci-Tech Growth Index, which consists of 50 stocks with high growth rates in revenue and net profit, predominantly in the electronics and biopharmaceutical sectors, which together account for nearly 75% of the index [6] - The index composition covers all 17 primary industries listed on the Sci-Tech Innovation Board, focusing on high-growth sectors like artificial intelligence, semiconductors, new energy, and innovative pharmaceuticals [4]

今日早盘，A股三大指数低开低走，科技相关板块集体承压，截至午间收盘，科创板50指数下跌2%。 近期市场震荡下，科创类ETF反而获得资金逆势加仓，例如科创板50ETF（588080）12月以来累计净流 入超过10亿元。 申万宏源证券表示，若2026上半年经济最终结果仍有提升空间，2026下半年稳增长额外发力带来经济边 际改善是大概率。从风格节奏来看，2026年二季度是磨底阶段，科技和先进制造有基本面阿尔法逻辑方 向可能先于牛市启动；2026下半年全面牛，顺周期可能只是启动牛市的资产，最终牛市还是科技和先进 制造占优。 科创板50指数由科创板中市值大、流动性好的50只股票组成，"硬科技"龙头特征显著，半导体行业占比 超65%，指数前五大权重股为寒武纪、海光信息、中芯国际、澜起科技、中微公司，合计占比超40%。 科创板50ETF（588080）实行ETF中最低一档0.15%/年的管理费率，可助力投资者低成本布局科创板核 心龙头企业。 每日经济新闻 ...