科创50ETF景顺

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AI利好奔涌!科创50ETF景顺(588950)涨超5%!机构:国产半导体设备及零部件公司将持续受益
Xin Lang Cai Jing· 2025-10-09 06:21
芯原股份公告数据显示,预计今年第三季度新签订单15.93亿元,同比大幅增长145.80%。该公司预计 2025年前三季度新签订单32.49亿元,已超过2024年全年新签订单水平。其中,该公司第三季度AI算力 相关的订单占比约达65%。 科创50ETF景顺(588950)紧密跟踪上证科创板50成份指数(000688.SH),"硬科技"龙头特征显著,高度 聚焦芯片及其相关产业链,半导体权重占比超65%。场外联接基金:A:021484,C:021485。 相关ETF表现强势,科创50ETF景顺(588950)上涨5.84%,冲击3连涨。规模方面,该基金最新规模达 2.99亿元,创近1月新高。 消息面上,假期AI领域利好不断,Sora2的发布,AMD与OpenAI达成战略合作等消息,再度引爆市场对 算力需求的预期。此外,芯原股份发布公告称,经财务部门初步测算,预计2025年第三季度实现营业收 入12.84亿元,单季度收入创公司历史新高,环比大幅增长119.74%,同比大幅增长78.77%。芯原股份新 签及在手订单规模,在今年同样实现创纪录增长。 10月9日早盘,随着AI算力需求的持续发酵,A股科创芯片强势爆发,科创资 ...
科创50ETF景顺(588950)涨超4%、科创综指ETF景顺(589890)涨超3%!国产厂商大模型不断升级
Xin Lang Cai Jing· 2025-09-24 05:21
Group 1 - The semiconductor sector is experiencing a strong performance, with the ChiNext 50 ETF (588950) rising by 4.55% and key stocks like Huahai Qingke increasing over 17% [1] - The ChiNext Composite Index ETF (589890) also saw a rise of 3.53%, with stocks such as Shenkong Co. and Shangwei New Materials hitting the daily limit [1] - DeepSeek has released the DeepSeek-V3.1-Terminus version, marking a significant advancement in AI technology in China, addressing key user feedback and improving performance [1] Group 2 - The ChiNext 50 ETF closely tracks the SSE ChiNext 50 Index, focusing heavily on "hard technology" with over 65% weight in the semiconductor industry [2] - The ChiNext Composite Index ETF reflects the overall performance of companies listed on the ChiNext board of the Shanghai Stock Exchange [2]
ETF开盘:科创综指ETF兴银涨19.71% 科创50指数ETF跌2.97%
Shang Hai Zheng Quan Bao· 2025-08-29 03:41
Group 1 - The ETF market opened with mixed performance on August 29, with notable gains and losses among various ETFs [1] - The Science and Technology Innovation Board Index ETF (兴银, 589580) saw a significant increase of 19.71% [1] - The Bank of China Securities 500 ETF (中银证券, 515190) rose by 5.52%, while the A100 ETF from E Fund (易方达, 159686) increased by 4.46% [1] Group 2 - Conversely, the Science and Technology Innovation 50 Index ETF (科创50指数ETF, 588870) experienced a decline of 2.97% [1] - The Science and Technology Innovation 50 Enhanced ETF from Southern (南方, 588370) fell by 2.95% [1] - The Science and Technology Innovation 50 ETF from Invesco (景顺, 588950) decreased by 2.89% [1]
ETF市场日报 | 科创AI资产持续狂飙!宽基投资来新选择了
Sou Hu Cai Jing· 2025-08-28 08:57
Market Performance - Major A-share indices showed strong performance, with the Shanghai Composite Index rising by 1.14%, the Shenzhen Component Index by 2.25%, the ChiNext Index by 3.82%, and the Sci-Tech 50 Index by 7.23% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 29,708 billion [1] ETF Performance - The Kweichow Moutai ETF (588990) surged over 15%, while several other ETFs, including the Kweichow Moutai ETF Fund (588290) and Kweichow Moutai ETF Fortune (588810), also saw significant gains of over 9% [2][3] - The top-performing ETFs included those focused on semiconductor and communication sectors, indicating strong investor interest in these areas [2][3] Industry Insights - Nvidia's recent earnings report highlighted strong demand for AI, with CEO Jensen Huang stating that the production of Blackwell Ultra is ramping up rapidly [3] - Domestic computing power in China is expected to continue breaking through in model and chip areas, potentially gaining a larger market share and maintaining a favorable outlook [3] - Domestic model development companies and internet platforms are anticipated to gradually increase their procurement and usage of domestic chips, presenting growth opportunities for domestic chip suppliers and their associated industries [3] Upcoming Events - The World Lung Cancer Conference (WCLC) and the European Society for Medical Oncology (ESMO) will showcase research results from domestic innovative drugs, indicating a strengthening trend for innovative drugs to compete globally [4][5] ETF Issuance - Three new ETFs are set to launch, including the Fortune 500 ETF (159500), the Shanghai Stock Exchange 580 ETF (530530), and the Silverhua Sci-Tech Index Enhanced ETF (588690), which will track various indices focusing on mid-cap and small-cap stocks [8]
科创50ETF景顺(588950)盘中涨超5%!机构:盈利拐点是科创板行情启动信号
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-28 05:54
Group 1 - The core viewpoint of the news highlights the strong performance of the STAR Market, particularly the STAR 50 Index, which saw a peak increase of over 5% on August 28, driven by sectors like semiconductor chips [1] - The STAR 50 ETF (588950) closely tracks the STAR 50 Index and experienced a rise of over 5% during the afternoon session, with a current increase of 3.77% at the time of reporting [1] - Major holdings in the ETF, such as SMIC and Cambricon Technologies, saw significant stock price increases of over 12% and 5% respectively, with both stocks reaching historical highs [1] Group 2 - Cambricon Technologies reported a substantial revenue increase of 28.81 billion yuan for the first half of the year, marking a year-on-year growth of 4347.82% and a turnaround from a net loss of 5.30 billion yuan in the previous year to a profit of 10.38 billion yuan [1] - The STAR 50 Index is composed of 50 securities from the STAR Market that are large in market capitalization and have good liquidity, reflecting the overall performance of the most representative innovative companies [1] - The semiconductor industry accounts for over 60% of the weight in the STAR 50 Index, indicating its significant role in the performance of the index [1] Group 3 - According to Zhejiang Securities, the profitability turning point is seen as a signal for market momentum, with nearly half of the companies in the STAR Market expected to show signs of reversal by Q1 2025 [2] - The STAR Market has entered a main upward phase since June 2023, with expectations for continued market performance driven by profit recovery starting in the second half of 2024 [2] - The report suggests that the STAR 50 and STAR 100 indices are influenced by larger market capitalization companies, which are still in the process of bottoming out in terms of profitability [2]
科创50ETF景顺(588950)盘中一度涨超2%!科创综指ETF景顺(589890)涨超1%,《关于深入实施“人工智能+”行动的意见》发布
Xin Lang Cai Jing· 2025-08-27 05:07
Group 1 - The State Council has issued an action plan for the deep implementation of "Artificial Intelligence +" with goals set for 2027 and 2030, aiming for significant integration of AI in six key areas and a rapid growth in the scale of the intelligent economy [1] - By 2027, the plan targets over 70% penetration of new generation intelligent terminals and agents, while by 2030, this figure is expected to exceed 90%, positioning the intelligent economy as a crucial growth driver for China's economic development [1] - The "hard technology" related ETFs have shown strong performance, with the Kexin 50 ETF (588950) rising over 2% as of August 25, 2025, driven by significant gains in constituent stocks such as Ailis, Yingxi Network, and Jingchen [1] Group 2 - The Kexin Comprehensive Index ETF (589890) has increased by over 1.5%, with constituent stocks like Nanjing New Pharmaceutical and Kaipu Cloud hitting the upper limit, while Ailis and Shijia Photon also saw gains [2] - Huajin Securities highlights the release of DeepSeek-V3.1, which supports FP8 precision and is expected to accelerate the domestic computing power ecosystem, particularly benefiting the domestic chip design sector [2] - The technology growth sector is anticipated to maintain high prosperity driven by the AI technology revolution and emerging industry trends, as noted by China Galaxy Securities [3]
外资高调上调目标价格,“寒王”股价创新高,科创板相关ETF强势拉升!
Xin Lang Cai Jing· 2025-08-25 03:16
科创50ETF景顺(588950)紧密跟踪上证科创板50成份指数(000688.SH),指数由上交所科创板中市值 大、流动性好的50只证券组成,反映最具市场代表性的一批科创企业的整体表现。场外联接基金:A: 021484,C:021485。 科创综指ETF景顺(589890)紧密跟踪上证科创板综合价格指数(000681.SH),反映上海证券交易所科创 板上市公司证券的整体表现。场外联接基金:A:023723,C:023724。 值得一提的是,高盛上调寒武纪目标价50%至1835元。寒武纪2024年实现营收11.7亿元,同比增长 65.56%,今年第一季度营收更是激增至11.1亿元,同比增长超42倍。 而含"寒"量较高的科创板相关指数ETF同样表现强势。截至2025年8月25日 10:24,科创50ETF景顺 (588950)上涨4.03%;科创综指ETF景顺(589890)上涨3.19%。 中原证券表示,2025年上半年,技术创新推动国产大模型崛起,AI应用大规模落地,AI眼镜新品发 布,智驾平权开启全民智驾时代,具身智能机器人进入量产阶段。半导体行业延续复苏,自主可控需求 增强。下半年,AI算力需求旺盛,云 ...
半导体板块“吸金”超73亿元!科创50ETF景顺(588950)盘中涨超5%,寒武纪-U盘中持续创新高
2 1 Shi Ji Jing Ji Bao Dao· 2025-08-22 03:36
Group 1 - The semiconductor industry is experiencing significant growth, with over 7.3 billion yuan of net inflow from major funds on August 22, leading to a collective rise in the three major indices [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index (000688.SH), which has over 60% weight in the semiconductor sector, increased by 4.91%, with notable stocks like Haiguang Information rising over 16% and Cambrian-U rising over 13%, reaching a historical high [1] - The Tianfeng Securities report indicates a positive outlook for global semiconductor growth through 2025, driven by AI and ongoing domestic innovation, with strong performance expected in the semiconductor sector for Q2 and the upcoming peak season in Q3 [1] Group 2 - The Sci-Tech Innovation Board Comprehensive Index ETF (589890) closely tracks the performance of the Shanghai Stock Exchange Sci-Tech Innovation Board Comprehensive Price Index (000681.SH), reflecting the overall performance of listed companies in the sector [2] - Huafu Securities highlights the continuous expansion of the global semiconductor materials market, predicting an increase in the domestic semiconductor materials localization rate, indicating a favorable investment window for domestic semiconductor materials [2]
科创50ETF景顺(588950)盘中一度涨超2%,标的指数科创50连创新高!
Xin Lang Cai Jing· 2025-08-21 02:21
Group 1 - The core viewpoint of the news highlights the positive performance of the Science and Technology Innovation 50 ETF, which closely tracks the Shanghai Stock Exchange's STAR Market 50 Index, indicating strong market momentum and investor interest in technology stocks [1][2] - The top three sectors represented in the Science and Technology Innovation 50 ETF are semiconductors (60.6%), medical devices (6.6%), and software development (5.2%), showcasing a high concentration in technology-related industries [1] - The Science and Technology Innovation 50 Index recently broke its previous high, closing at 1148.15, marking a new high since September 24, 2024, which reflects a bullish trend in the market [1][2] Group 2 - Open-source securities maintain an optimistic long-term outlook for the index, suggesting that investors should remain confident and focus on technology-driven growth amidst a rising market [2] - As of July 31, 2025, the top ten weighted stocks in the STAR Market 50 Index account for 54.71% of the index, indicating a significant concentration of investment in a few key companies [2]
景顺长城联合国泰海通、同花顺等机构,发布ETF客户投资行为洞察报告
Cai Jing Wang· 2025-04-17 02:17
Core Insights - The ETF market has experienced significant growth, with total market size reaching 3.72 trillion yuan, an increase of 81.57% year-on-year, and the number of ETF holders growing to 20.95 million, a 10.8-fold increase since mid-2019 [2][9] - The report provides a comprehensive analysis of investor behavior, revealing insights into demographics, investment preferences, and strategies, aimed at enhancing the understanding of the ETF ecosystem [1][9] Investor Demographics - Investors aged 30-40 remain the core demographic, accounting for over 30% of the market, while the under-25 age group has seen a remarkable growth rate of 212% [3] - Male investors represent approximately 58% of the ETF market, slightly higher than female investors, although the proportion of female investors in the ETF market exceeds that in the stock market by 1.4 percentage points [3] - Geographically, ETF investors are concentrated in first-tier and new first-tier cities, with Shanghai's ETF customer base accounting for nearly 10% despite only representing 1.7% of the national population [3] Investment Behavior - Approximately 55% of ETF investors have achieved profits of over 2% in the past year, indicating a favorable earning effect, while the proportion of investors facing significant losses is relatively low [2] - The average holding amount for ETF customers has increased from 85,000 yuan in 2020 to 112,000 yuan in 2024, reflecting a rising trend in investment [5] - The report highlights that 44% of customers hold their investments for less than one month, while nearly 27% hold for over a year, with a small fraction maintaining positions for five years or more [5] Investment Preferences - There is a notable preference for high-growth sectors, with the Sci-Tech sector accounting for about 15% of new trading customers, particularly in the Sci-Tech 50 and semiconductor chip sectors [5] - The report indicates that 51.6% of non-investors cite a lack of understanding of ETFs as the primary barrier to entry, while 17.3% express concerns about lower returns compared to stocks [4] Information Sources and Strategies - Nearly 90% of ETF investors pay attention to KOLs (Key Opinion Leaders) across various media, with a preference for those providing regular insights and investment strategies [6] - The report suggests that systematic investment strategies, such as dollar-cost averaging, have shown better performance in terms of average returns and win rates [7][8] - The company emphasizes the importance of diversified asset allocation to mitigate risks and enhance returns, with a focus on various ETF products tailored to different market conditions [8]