截至2025年12月23日 13:34，上证科创板100指数上涨0.93%，成分股华丰科技上涨14.54%，杰华特上涨 13.07%，厦钨新能上涨6.61%，茂莱光学上涨6.26%，中科飞测上涨6.02%。科创100ETF华夏 （588800）上涨1.00%，最新报价1.31元。 流动性方面，科创100ETF华夏（588800）盘中换手10.9%，成交2.80亿元，市场交投活跃。拉长时间 看，截至12月22日，科创100ETF华夏（588800）近1月日均成交2.83亿元，领先同类。 截至2025年12月23日 13:36，上证科创板半导体材料设备主题指数强势上涨1.98%，成分股神工股份上 涨6.60%，和林微纳上涨6.46%，艾森股份上涨6.13%，中科飞测，龙图光罩等个股跟涨。科创半导体 ETF（588170）上涨1.85%，最新报价1.54元。 消息面上，受益于投资者重估中国科技行业价值，以及家庭储蓄流入股市等利好，今年中国股票强劲反 弹。高盛最新预测，中国股票在2026年料将延续涨势。高盛分析师认为，中国股市周期正从'预期驱 动'转向'盈利驱动'，在这一阶段，盈利兑现与估值温和扩张将成为推动回报的核 ...

消息面上，最新市场预测显示，英伟达GB300 AI服务器机柜明年出货量有望达到5.5万台，同比增长 129%，主要由微软、Meta等巨头驱动。下一代Vera Rubin 200平台预计将于明年第四季度开始出货。 民生证券指出，本季度英伟达在需求端的依然维持高景气度，包括北美大型云服务商在内的主要客户均 已进一步上调资本开支。随着产能逐季释放，Blackwell出货量有望加速提升，并成为未来几个季度的 核心增长引擎。叠加英伟达CEO强调公司对2025-2026年累计实现5000亿美元的数据中心收入具有可见 度，均指向英伟达在AI基础设施周期中的景气度仍处于高位。 截至9:45，上证科创板100指数强势上涨1.03%，成分股广钢气体上涨8.95%，华峰测控上涨5.56%，成 都华微上涨5.21%，安集科技，国盾量子等个股跟涨。科创100ETF华夏（588800）上涨1.08%，最新报 价1.31元。流动性方面，科创100ETF华夏（588800）盘中换手0.69%，成交1764.46万元。 截至9:46，上证科创板半导体材料设备主题指数强势上涨1.99%，成分股艾森股份上涨6.51%，安集科技 上涨5.24%，华 ...

截至2025年12月22日 13点43分，上证科创板100指数强势上涨1.46%，成分股金盘科技上涨10.94%，微 导纳米上涨8.95%，华丰科技上涨7.84%，华峰测控，芯源微等个股跟涨。科创100ETF华夏（588800） 上涨1.49%，最新报价1.3元。 截至2025年12月22日 13点47分，上证科创板半导体材料设备主题指数强势上涨4.11%，成分股艾森股份 上涨13.92%，神工股份上涨9.53%，拓荆科技上涨9.22%，京仪装备，中芯国际等个股跟涨。科创半导 体ETF（588170）上涨3.79%，最新报价1.51元。 消息面上，摩根士丹利有望成为太空探索技术公司SpaceX首次公开募股（IPO）的主承销商，该行与 SpaceX首席执行官埃隆·马斯克关系密切，从而占据一定优势。此前有媒体报道称，SpaceX计划在2026 年上市，目标估值为1.5万亿美元，并希望筹集超过250亿美元资金，这可能使其成为全球史上规模最大 的IPO之一。 国盛证券指出，Starcloud 在获得NVIDIA投资后，已成功将搭载 H100 的算力节点送入轨道并开始运 行，标志着太空算力首次进入真实负载的工程阶段。S ...

Group 1 - The core viewpoint of the news highlights the strong performance of the domestic GPU leader, Moore Threads, which saw its stock price surge over 18%, surpassing 800 yuan, marking a new historical high since its listing. This surge is attributed to the increasing demand for GPUs driven by the AI era [1][2] - The semiconductor materials and equipment theme index on the STAR Market rose by 0.65%, with notable gains from companies such as Huahai Qingshi (up 5.47%) and Xinyi Chang (up 4.38%). The STAR semiconductor ETF also increased by 0.71% [1][2] - According to Guojin Securities, the demand for GPUs is rapidly expanding due to the AI era, with the global GPU market expected to exceed 1 trillion yuan in 2024. The Chinese market is projected to grow even faster, with a CAGR of 53.7% from 2025 to 2029 [2] Group 2 - The STAR 100 ETF, which closely tracks the STAR 100 index, focuses on high-growth technology companies, particularly in the semiconductor, pharmaceutical, and new energy sectors [2] - The STAR semiconductor ETF and its linked funds track the STAR Market semiconductor materials and equipment theme index, which includes companies in semiconductor equipment (61%) and semiconductor materials (23%). This sector is crucial for domestic substitution and is expected to benefit from the AI revolution and advancements in lithography technology [2]

Group 1 - The core viewpoint highlights the strong performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index rising by 2.16% and notable stocks like Yuanjie Technology and Guodun Quantum seeing significant gains [1] - The Sci-Tech 100 ETF (588800) has shown active trading with a turnover rate of 10.47% and a transaction volume of 279 million yuan, indicating a vibrant market [1] - The semiconductor materials and equipment theme index also experienced a robust increase of 1.79%, with key stocks such as Shengen Co. and Jingsheng Shares performing well [1] Group 2 - Guojin Securities reports that the demand for GPUs is rapidly expanding due to the AI era, with the global GPU market expected to exceed 1 trillion yuan in 2024 and a CAGR of 24.5% from 2025 to 2029 [2] - The Chinese GPU market is projected to grow even faster, from 142.5 billion yuan in 2024 to 1,336.8 billion yuan by 2029, with a CAGR of 53.7% from 2025 to 2029, benefiting domestic GPU manufacturers [2] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors such as semiconductors, pharmaceuticals, and new energy [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index decreased by 1.45% as of December 2, 2025, with mixed performance among constituent stocks [1] - The Sci-Tech 100 ETF (588800) saw a trading volume of 2.03 billion yuan, with a turnover rate of 7.94% [1] - The semiconductor materials and equipment theme index on the Sci-Tech Innovation Board fell by 1.57%, with major declines in stocks like Huahai Chengke and Aisen Co., Ltd. [1] Group 2 - Nvidia invested $2 billion in Synopsys at a price of $414.79 per share, aiming to enhance GPU-accelerated engineering solutions through collaboration [1] - Zhongyuan Securities highlighted that the "14th Five-Year Plan" will focus on integrated circuits and basic software, with increased government procurement in the information technology sector [2] - The domestic operating system Harmony is expected to benefit from Huawei's AI business development, positively impacting ecosystem partners [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index decreased by 0.34% as of December 1, 2025, with mixed performance among constituent stocks [1] - Lexin Technology led the gains with an increase of 8.3%, while Dongxin Co., Ltd. experienced the largest decline at 7.3% [1] - The Sci-Tech 100 ETF (588800) saw a trading volume of 2.43 billion yuan, with a turnover rate of 9.69% [1] Group 2 - The Sci-Tech Semiconductor Materials and Equipment Theme Index rose by 0.26%, with Huahai Chengke up by 7.34% [1] - The Sci-Tech Semiconductor ETF (588170) increased by 0.14%, with a latest price of 1.39 yuan [1] - Yushu Technology's IPO guidance status has been updated to "guidance work completed," indicating readiness for IPO application [1] Group 3 - Dongwu Securities predicts a potential surge in the robotics sector in December, driven by deep adjustments and catalysts such as Tesla's third-generation release and Yushu's IPO application [2] - The Sci-Tech 100 ETF (588800) tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2] - The Sci-Tech Semiconductor ETF (588170) encompasses companies in semiconductor equipment (61%) and materials (23%), benefiting from domestic substitution trends and AI-driven demand [2]

Group 1 - The core viewpoint of the articles indicates a positive market sentiment, particularly in the semiconductor sector, supported by a rebound in growth-style stocks and favorable trading conditions [1][2] - The ChiNext Index rose by 1.77%, and the growth index increased by 2.76%, reflecting a collective recovery in technology sub-sectors such as optical modules and optical chips [1] - The trading volume for the Kweichow Moutai ETF (588800) increased significantly during the early session, indicating active capital inflow, but showed signs of fatigue in the afternoon with reduced trading volume [1][2] Group 2 - Both the ChiNext 100 ETF and the ChiNext Semiconductor ETF closed below their 60-day moving averages, suggesting a continued weak medium-term trend that may limit short-term rebound potential [2] - Market liquidity remains ample, with a net inflow of over 76.6 billion yuan into equity ETFs last week, indicating strong long-term investment interest despite market adjustments [2] - The semiconductor sector is currently in a phase of short-term stabilization, with reduced downside risk due to supportive sentiment from growth sectors, although the ability to sustain a rebound depends on breaking above the 60-day moving average [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index rose by 2.65%, with notable increases in stocks such as Lingyun Optics (up 11.72%) and Yuanjie Technology (up 10.23%) [1] - The Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index increased by 1.34%, with key stocks like Shenkong Co. (up 7.48%) and Oulaine Materials (up 3.60%) showing strong performance [1] - The U.S. stock market saw significant gains in popular tech stocks, with Tesla and Google A both rising over 6%, indicating a positive sentiment in the tech sector [1] Group 2 - Huajin Securities highlighted the release of Huawei's reports, predicting that general artificial intelligence will be a transformative technology driver over the next decade, with a projected 100,000-fold increase in total computing power by 2035 [2] - The Sci-Tech 100 ETF closely tracks the Sci-Tech 100 Index, focusing on high-growth sectors including semiconductors, pharmaceuticals, and new energy [2] - The Sci-Tech Semiconductor ETF encompasses 61% semiconductor equipment and 23% semiconductor materials, indicating a strong focus on domestic substitution in these critical sectors [2]

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has risen by 1.76%, with notable increases in constituent stocks such as Plutotech (up 8.12%) and Peak Technology (up 6.61%) [1] - The Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index has also seen a strong increase of 1.36%, with key stocks like Shenkong Co. (up 7.54%) and Tianyue Advanced (up 5.09%) performing well [1] - The "first domestic GPU stock" Moer Thread has begun subscription today, with an issue price of 114.28 yuan per share, marking a new high for IPO prices this year [1] Group 2 - The Sci-Tech 100 ETF (588800) is the first and only mid-cap style index tracking the Sci-Tech 100 Index, focusing on high-growth technology companies in the semiconductor, pharmaceutical, and new energy sectors [2] - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, covering hard tech companies in semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials industry is a key area for domestic substitution, characterized by low domestic replacement rates and high potential for domestic substitution, benefiting from the AI revolution and advancements in lithography technology [2]