科创芯片ETF国泰(589100)

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芯片ETF(512760)收盘10cm涨停!科创芯片ETF国泰(589100)收涨超13%!关注国产芯片龙头投资机遇
Mei Ri Jing Ji Xin Wen· 2025-08-25 06:04
DeepSeek在其官宣发布DeepSeek-V3.1的文章中提到,DeepSeek-V3.1使用了UE8M0 FP8 Scale的参 数精度。另外,V3.1对分词器及chat template进行了较大调整,与DeepSeek-V3存在明显差异。DeepSeek 官微在置顶留言里表示,UE8M0 FP8是针对即将发布的下一代国产芯片设计。 注:中证指数公司,wind,截至2025/8/21。标的指数成分股仅做列示,指数成分股可能随指数编 制规则发生变动,不构成任何投资建议或个股推荐。如提及个股仅供参考,不代表投资建议。指数/基 金短期涨跌幅及历史表现仅供分析参考,不预示未来表现。市场观点随市场环境变化而变动,不构成任 何投资建议或承诺。文中提及指数仅供参考,不构成任何投资建议,也不构成对基金业绩的预测和保 证。如需购买相关基金产品,请选择与风险等级相匹配的产品。基金有风险,投资需谨慎。 每日经济新闻 相关机构表示,AI的发展必须以GPU作为大厦的基石。自从2023年来,中国半导体产业链集中攻 关,在GPU的制造方面积累了越发深厚的经验。而伴随先进制程的扩产和良率的提升,目前国产GPU的 放量也正在加速。从国 ...
20cm速递|科创芯片ETF国泰(589100)涨超3.2%,行业技术升级与国产替代双轮驱动
Mei Ri Jing Ji Xin Wen· 2025-08-20 05:55
没有股票账户的投资者可关注国泰上证科创板芯片ETF发起联接A(024853),国泰上证科创板芯片 ETF发起联接C(024854)。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 广发证券指出,电子和半导体行业在AI等新技术的推动下呈现积极趋势。近年来,汽车电子、新能 源、物联网、大数据和人工智能等领域的技术渗透率提升和需求增长,成为半导体板块成长的重要动 力。同时,中美贸易摩擦凸显出半导体供应链安全和自主可控的紧迫性,政府在产业政策、税收、人才 培养等方面加大了对本土半导体制造的支持,国内晶圆制造及其配套产业环节加速发展势在必行。根据 Wind数据,2025年6月全球半导体销售额同比上升19.60%,台积电25年7月营业收入同比+25.77%,显示 出行业需求的强劲。国产化持续推进,国内半导体设备企业有望受益于这一趋势。 科创芯片ETF国泰(5 ...
20cm速递|科创芯片ETF国泰(589100)涨超1.0%,行业需求与国产化进程受关注
Mei Ri Jing Ji Xin Wen· 2025-08-15 06:28
德邦证券指出,电子行业成为我国经济增长的新动能,半导体行业在AI需求的强劲拉动下进入新 周期。6月全球半导体销售额达599亿美元,同比增长19.6%,同比增速保持高位。不同于以往ToC的爆 款消费电子产品拉动,本轮半导体上行周期更多由ToB的AI需求拉动,与AI相关的GPU、存储等高端半 导体产业链受益更明显,而成熟半导体需求相对平淡。从全球头部晶圆代工厂表现来看,先进代工为主 的台积电营收同比增长26.9%,显著好于行业情况,而成熟代工为主的联电表现低于行业情况。未来我 国产业结构的优化升级还将持续深化,硬科技(半导体、AI等)是核心增长极。 科创芯片ETF国泰(589100)跟踪的是科创芯片指数(000685),单日涨跌幅可达20%。该指数聚 焦于电子及半导体领域,选取科创板中涉及芯片设计、制造等关键环节的科技创新型企业作为指数样 本,以反映中国科创板芯片相关上市公司的整体表现。行业分布均衡,风格偏向成长与科技。 没有股票账户的投资者可关注国泰上证科创板芯片ETF发起联接A(024853),国泰上证科创板芯 片ETF发起联接C(024854)。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅 ...
“寒王”一骑绝尘!科创芯片ETF国泰(589100)午后领涨超2%,标的指数网罗国产芯片龙头!
Mei Ri Jing Ji Xin Wen· 2025-08-14 06:49
Group 1 - The core viewpoint emphasizes the importance of domestic computing power and self-control in light of recent geopolitical factors and security risks associated with foreign technology, particularly following the discussions with Nvidia regarding the H20 backdoor security risk [1] - The electronic sector is expected to experience a "valuation expansion" trend due to the convergence of macro policy cycles, industry inventory cycles, and AI innovation cycles [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can see daily fluctuations of up to 20%, focusing on semiconductor and electronic industry companies listed on the Science and Technology Board [1] Group 2 - The Science and Technology Chip Index includes leading domestic chip companies, with the largest weighted stock, "Han Wang," accounting for over 12% of the index [1] - Investors without stock accounts can consider the Guotai Science and Technology Chip ETF Initiated Link A (024853) and Link C (024854) for exposure to the sector [1]
20cm速递|关注科创芯片ETF国泰(589100)投资机会,昇腾突破与半导体景气共振
Mei Ri Jing Ji Xin Wen· 2025-08-12 10:17
国信证券指出,半导体行业维持高景气,台积电将年收入增速预期由25%上调至30%,佐证行业高 景气延续。在北美算力强势上涨的带动下,交换机及服务器产业链成为主要情绪拉动点。2Q25全球硅 晶圆出货面积同环比增长,创3Q23以来的新高,显示存储以外的部分领域开始复苏,AI数据中心芯片 的硅晶圆需求依然强劲。利基存储价格逐步回暖,华邦电NOR Flash与SLC NAND需求回温,大容量 NOR Flash现货产品价格自5月后上扬,预期三季度持续回暖。海外科技大厂持续加大资本开支,上调 资本开支计划,表明AI算力投入依旧火热。网信办约谈英伟达H20后门安全风险,凸显国产算力自主可 控重要性,地缘政治等因素加速推动国产算力芯片从设计到制造的全面自主可控。当前电子板块在"宏 观政策周期、产业库存周期、AI创新周期"共振下,有望迎来"估值扩张"行情。 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.c ...
20cm速递|科创芯片ETF国泰(589100)涨超1.1%,云厂商资本开支激增折射算力需求扩张
Mei Ri Jing Ji Xin Wen· 2025-08-11 06:57
没有股票账户的投资者可关注国泰上证科创板芯片ETF发起联接C(024854),国泰上证科创板芯片 ETF发起联接A(024853)。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不预示 未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参考,不 构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险等级相 匹配的产品。基金有风险,投资需谨慎。 (文章来源:每日经济新闻) 8月11日午后,科创芯片ETF国泰(589100)涨超1.1%。 东海证券指出,北美四大云厂商2025Q2财报显示云业务营收持续高增,资本开支不断上行,反映出云 厂商在算力需求呈指数级暴增的背景下超前布局的决心。微软2025财年智能云业务增长26%,Azure增 速达39%,全年资本支出预计突破1200亿美元;Meta二季度资本开支同比涨幅达100%,全年资本开支 范围上调至660亿~720亿美元;亚马逊Q2云计算业务营收首次突破300亿美元,同比增长17.5%。电子 行业本周跑赢大盘,需求处于温和复苏阶段,存储芯片价格自2025年2月起波动 ...
20cm速递|科创芯片ETF国泰(589100)飘红,三重周期共振或重构半导体估值
Mei Ri Jing Ji Xin Wen· 2025-07-31 04:49
国信证券指出,半导体行业全面反弹伊始,看好"宏观政策周期、产业库存周期、AI创新周期"三重 共振下的估值扩张行情。近期北美算力强势上涨带动交换机及服务器产业链显著增量,同时消费电子受 益于AI端侧创新迎来底部反弹。台积电将年收入增速预期由25%上调至30%,反映AI需求持续强劲,非 AI需求温和复苏。存储领域面临技术迭代,DDR6预计2026年完成认证,带宽和通道数量大幅提升。美 国发布AI行动计划可能进一步限制半导体出口,国产半导体在制造、设备、材料等环节将加速自主可 控。谷歌上调全年资本开支至850亿美元,显示AI基础设施需求持续强劲。AI应用与算力基建形成正向 循环,谷歌AI搜索月活用户突破20亿。电子行业景气度得到财报验证,半导体周期性复苏强劲,TI 2Q25营收接近指引上限,工业领域环比增长15%。 科创芯片ETF国泰(589100)跟踪的是科创芯片指数(000685),单日涨跌幅可达20%。该指数从 科创板市场中选取涉及半导体材料、设备、设计、制造及封装测试等领域的上市公司证券作为指数样 本,以反映中国科技创新企业在芯片行业的整体表现。该指数成分股具有高研发投入特性,聚焦于芯片 产业链各环节的领先 ...
20CM速递|OpenAI计划推出GPT-5,H20恢复对华销售,科创芯片ETF国泰(589100)近5日涨超5%
Mei Ri Jing Ji Xin Wen· 2025-07-28 04:11
Group 1 - OpenAI plans to launch GPT-5 in early August 2025, with initial versions including a mini and a nano version limited to API calls, aiming to unify language models and reasoning systems for faster AI experience integration [1] - CEO Altman describes GPT-5 as a significant leap in AI capabilities, which may assist products like Microsoft's Copilot in module upgrades, and it is expected to accelerate commercialization and market penetration through a free or low-threshold API strategy [1] - NVIDIA's H20 chip has resumed supply in China, potentially becoming a key driver for accelerating the iteration of domestic large models, with advantages in cluster interconnect and software ecosystem [1] Group 2 - The Cathay Innovation Chip ETF (589100) tracks the Innovation Chip Index (000685), which has a fluctuation limit of 20%, and is compiled by China Securities Index Co., selecting listed companies in semiconductor materials, equipment, design, manufacturing, and packaging testing from the Sci-Tech Innovation Board [2] - The index reflects the overall performance of listed companies in the chip industry on the Sci-Tech Innovation Board, focusing on the chip industry chain and effectively tracking the market performance of chip enterprises [2]
20cm速递|科创芯片ETF国泰(589100)涨超3.1%,AI驱动先进制程扩产预期强化
Mei Ri Jing Ji Xin Wen· 2025-07-25 07:14
Group 1 - The core viewpoint of the news highlights the positive impact of AI on the expansion of advanced semiconductor manufacturing capacity, particularly for processes at 7nm and below, with a projected compound annual growth rate (CAGR) of 7% from 2024 to 2028, reaching a monthly production of 11.1 million wafers [1] - The demand for ArFi/EUV lithography machines is increasing due to the growth in AI-driven advanced process capacity, with 7nm and below capacity expected to grow from 850,000 wafers per month in 2024 to 1.4 million wafers per month by 2028, reflecting a CAGR of 14% [1] - The use of immersion lithography combined with multiple exposure techniques is expected to extend the commercial lifecycle to the 7nm node, with TSMC's N7 and N7P processes utilizing DUV (ArFi) lithography to achieve a 57nm gate pitch, while N7+ introduces EUV lithography for critical layers [1] Group 2 - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can experience daily fluctuations of up to 20%, reflecting the overall performance of listed companies in the semiconductor industry, including materials, equipment, design, manufacturing, packaging, and testing [2] - The index emphasizes technological innovation and growth potential, covering multiple segments of the semiconductor industry chain, thus possessing strong technological attributes and industry representativeness [2]
AI或为半导体行业新动能,关注半导体设备(159516)机会
Mei Ri Jing Ji Xin Wen· 2025-07-25 01:57
Group 1 - The semiconductor sector experienced a positive trend on July 24, with various ETFs showing gains: Semiconductor Equipment ETF (1.39%), Integrated Circuit ETF (1.37%), Chip ETF (1.30%), and Sci-Tech Chip ETF (0.90%) [1][2] - The U.S. government announced an AI action plan that may lead to deregulation in the AI sector, which is expected to boost demand for semiconductors, particularly in AI applications [2][6] - TSMC anticipates a strong demand for AI semiconductors, projecting a revenue growth rate of nearly 30% by 2025, driven by N3N5 and HPC platforms [2][6] Group 2 - The semiconductor materials and equipment index has a P/E ratio of 67.17x, indicating that while valuations are not at a low point, the narrative around AI has strengthened the growth potential of the semiconductor industry [6][7] - The GPU market in China has surpassed 100 billion yuan, with domestic manufacturers still relatively small, suggesting significant long-term growth potential [7] - The global AI upgrade has elevated the necessity for AI development in China, creating new opportunities for the semiconductor industry [7]