科创50增强ETF（588460）业绩比较基准为上证科创板50成份指数收益率，管理人为鹏华基金管理有限 公司，基金经理为苏俊杰，成立（2022-12-01）以来回报为48.16%，近一个月回报为21.79%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 来源：新浪基金∞工作室 9月11日，科创50增强ETF（588460）开盘跌0.67%，报1.473元。科创50增强ETF（588460）重仓股方 面，海光信息开盘涨0.60%，中芯国际跌1.24%，寒武纪涨1.73%，澜起科技跌3.59%，金山办公涨 0.00%，思特威跌0.04%，中微公司涨0.19%，恒玄科技跌0.67%，华海清科跌0.09%，九号公司跌 0.15%。 ...

Market Overview - On July 25, A-shares experienced slight declines, with the Shanghai Composite Index down by 0.33%, the Shenzhen Component down by 0.22%, and the ChiNext Index down by 0.23% [1] - The main broad-based indices showed mixed performance, with the Sci-Tech 50 Index rising by 2.07%, while the majority of stocks in the market saw declines, with only about 2,500 stocks advancing [1][2] Sector Performance - In sector performance, the electronics sector led with a gain of 1.37%, followed by the computer sector at 1.26%, and real estate at 0.63%. Conversely, the construction decoration sector fell by 2.06%, construction materials by 1.69%, and food and beverage by 1.65% [8] Key Highlights Sci-Tech Sector - In the first half of the year, over 30% of 5G base stations and gigabit users were reported in China, with the Ministry of Industry and Information Technology emphasizing the need for legislative research in key areas like digital economy and artificial intelligence, indicating a warming of related industrial policies [8] - Recent advancements in the humanoid robot industry have accelerated commercialization, with significant gains in related stocks such as reducers and lightweight materials, positively impacting the Sci-Tech 50 Index [8] - The semiconductor industry is also seeing a boost from strong AI demand, as evidenced by TSMC's financial results, further enhancing the valuation recovery of leading tech stocks in the Sci-Tech board [8] Pharmaceutical Sector - In the first half of the year, China's innovative drug business development (BD) reached a new peak, with over 50 outbound transactions totaling more than $48 billion [9] - Chinese innovative drug assets are gaining global recognition, with clinical data increasingly featured in academic conferences, leading to a rise in BD authorization amounts and numbers [9] - The growing competitiveness of Chinese innovative drugs is expected to result in more BD transactions, with several projects anticipated to enter major global markets in the next 2-3 years, accelerating the globalization of domestic innovative pharmaceutical companies [9]