科创综指ETF建信(589880)
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科创综指ETF建信(589880)芯片、AI含量高;存储芯片大厂宣布涨价50%,存储芯片迎“超级周期”
Sou Hu Cai Jing· 2025-11-11 04:42
截至10:26,科创综指ETF建信(589880)跟踪的上证科创板综合指数权重股中,神工股份20cm涨停, 沃尔德涨超18%,芳源股份、磁谷科技涨超11%,仕佳光子涨超10%,金迪克涨超9%。 相关产品: 科创综指ETF建信(589880) 建信上证科创板综合联接A(023743) 建信上证科创板综合联接C(023744) 近日,闪迪大幅上调NAND闪存合约价格,涨幅高达50%。据悉,此次涨价主要受人工智能数据中心需 求持续爆发及晶圆供应严重受限的双重驱动。美东时间11月10日,存储巨头闪迪、希捷、美光科技等明 星股冲击新高,闪迪当天涨12%。AI芯片龙头英伟达收涨5.8%,创4月份以来最大单日涨幅。 招商证券指出,存储芯片产业正迎来结构性繁荣期。HBM、HBF等高带宽存储技术的快速发展,加之 产能优先向高端产品倾斜,使得供应商掌握定价权,传统DRAM与NAND供给紧张,价格持续上行。行 业巨头如SK海力士与三星电子在HBM市场的领先地位进一步强化其盈利能力,同时带动上游设备、材 料、封装厂商及下游AI服务器、云计算与终端设备的配套增长。 上证科创板综合指数紧扣科技创新主线,围绕国家战略性新兴产业发展方向,行 ...
全球AI领域创新不断,科创综指年内涨幅超50%,科创综指ETF建信(589880)半导体、AI等硬科技含量高
Sou Hu Cai Jing· 2025-10-10 08:23
Group 1 - The core index of the Science and Technology Innovation Board ETF (589880) has shown significant performance, with a year-to-date increase of over 50% [1] - Key stocks in the index include Jinpan Technology, which rose by 8.4%, Zhongke Feicai, which increased by 2.3%, and Ninebot Company, which saw a rise of 1.5% [1] - The global AI sector is experiencing strong innovation and investment, with OpenAI announcing a strategic partnership with AMD to deploy up to 6GW of AMD computing power chips [1] Group 2 - Domestic AI ecosystem is advancing with breakthroughs in domestic large models and self-developed chips, exemplified by the release of the GLM-4.6 model by Zhipu AI [1] - The integration of domestic AI software and hardware systems is accelerating, with companies like Cambrian and Moore Threads adapting their chips for new AI models [1] - Huatai Securities notes that AI commercialization is still in its early stages, with significant demand for computing power in applications like AI video, AI agents, autonomous driving, and robotics [1] Group 3 - The management fee rate for the Science and Technology Innovation Board ETF (589880) is 0.15%, and the custody fee rate is 0.05%, resulting in a total fee rate of 0.2%, which is considered low in the industry [2] - The ETF is positioned as a key tool for capturing China's technological innovation and industrial upgrading due to its low-cost advantage and coverage of hard technology sectors [2] Group 4 - Related products include the Science and Technology Innovation Board ETF (589880), Jianxin Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive Linkage A (023743), and Jianxin Shanghai Stock Exchange Science and Technology Innovation Board Comprehensive Linkage C (023744) [4]
卫星通信+5G/6G+AI深度融合,关注AI、半导体含量高的科创综指ETF建信(589880)
Sou Hu Cai Jing· 2025-08-28 06:12
Group 1 - The STAR Market Composite Index ETF (589880) is tracking the STAR Market Composite Index, showing a rise of 2.05% with significant gains in key stocks such as Huagong Information (+3.6%), Cambrian Biologics-U (+6.5%), and SMIC (+11.9) [1] - The recent guidance issued by relevant authorities aims to optimize business access and promote the development of the satellite communication industry, targeting over 10 million satellite communication users by 2030 [1] - The report from Guotai Junan Securities highlights the advantages of satellite communication over traditional ground communication, emphasizing its coverage, deployment flexibility, and adaptability to extreme scenarios [1] Group 2 - The STAR Market Composite Index is closely aligned with the technology innovation theme, focusing on strategic emerging industries such as semiconductors, artificial intelligence, and innovative pharmaceuticals [2] - The management fee rate for the STAR Market Composite Index ETF (589880) is 0.15%, with a custody fee rate of 0.05%, resulting in a total fee rate of 0.2%, which is considered low in the industry [4] - The STAR Market Composite Index ETF (589880) serves as a core tool for capturing China's technological innovation and industrial upgrading, supported by its low-cost advantage and coverage of hard technology sectors [4]