每经编辑｜金冥羽 8月28日，市场午后V型反弹，创业板指领涨，科创50指数涨超7%，寒武纪、中芯国际双双创历史新高。A股全天成交额3万亿元，较上个交易日缩量1969 亿元。盘面上，市场热点集中在算力和芯片方向，个股涨多跌少，全市场超2800只个股上涨。截至收盘，沪指涨1.14%，深成指涨2.25%，创业板指涨 3.82%。 科创50指数尾盘涨超7%。 近期，在人工智能、算力等产业政策利好的持续推动下，科技成长板块走势强劲，相关ETF产品涨幅显著。Wind数据显示，截至8月27日，广发基金旗下 科创50ETF龙头（588060）、科创100ETF广发（588980）、创业板ETF广发（159952）及双创50ETF增强（588320）8月以来区间涨幅分别达到21.43%、 16.29%、16.96%和23.83%，在全市场ETF中均位居前列，获得资金广泛关注。 从板块来看，CPO等算力硬件股维持强势，天孚通信等多股续创历史新高。芯片股集体大涨，张江高科等10余股涨停。下跌方面，医药股展开调整，南新 制药等多股跌超5%。板块方面，CPO、半导体、铜箔、PCB等板块涨幅居前，农业、减肥药、服装、白酒等板块跌幅居前。 ...

每日经济新闻 与科创板聚焦关键技术的硬核与前沿不同，创业板更聚焦业务模式更成熟的成长创新型企业。相关百亿 级品种有创业板ETF广发（159952），跟踪创业板指数，成立以来涨超60%，最新规模超128亿元，且 综合费率处于全市场最低档（管理费率0.15%、托管费率0.05%），为投资者布局创业板提供了性价比 更高的选择。而对于希望同时捕捉科创板与创业板龙头公司投资机会的投资者，双创50ETF增强 （588320）则提供了增强策略选项，该基金跟踪中证科创创业50指数，近期表现亮眼，8月22日单日上 涨6.04%，8月以来上涨23.83%，涨幅在全市场宽基ETF中排名前5，展示出一键布局中国硬科技两大板 块的综合优势。 | | | | 科创创业类ETF近期走势表现 | | | | | --- | --- | --- | --- | --- | --- | --- | | 证券代码 | 证券简称 | | | 跟踪指数名称 基金成立日 8月以来回报 近1年回报 场外联接 | | | | 588320.SH | 双创50ETF增强 | 科创创业50 | 2022-12-28 | 23.83 | 87.99 | - | ...

兴业证券指出，后续围绕两条思路进行布局：第一，继续寻找科技成长主线内部的低位方向，挖掘尚未 被充分定价的细分领域；第二，对于低位顺周期板块，精选具备景气预期、符合资金审美，既有短期轮 动机会、同时兼具中长期成长性的优质赛道。 消息面上，2025中国算力大会透露，中国算力平台正加快建设。数据显示，近年来，我国算力总规模年 增速达到30%左右。工业和信息化部负责人表示，将引导各地合理布局智能算力设施，逐步提高智能算 力供给质量，满足新兴产业和未来产业发展需要。预计2025年，我国智能算力规模增长将超过40%。 另外，上周深度求索在官方订阅号发布文章《DeepSeek-V3.1 发布，迈向 Agent时代的第一步》，明确 指出"DeepSeek-V3.1使用了UE8MO FP8 Scale 的参数精度"。同时，在推文下置顶留言解释:"UE8MO FP8是针对即将发布的下一代国产芯片设计"，引发Deepseek新版本带来"国产AI芯片"量产的预期。 华金证券评论，随着DeepSeek-V3.1的发布，支持FP8精度，针对即将发布的下一代国产芯片设计，头部 国产模型对国产芯片的支持有望加速国产算力生态进一步完善。看好国 ...

Group 1 - Recent capital is flowing from high-valuation sectors to the previously adjusted sci-tech sector, with the Sci-Tech 50 Index ETF seeing a net inflow of 1.237 billion yuan in the week ending June 18, ranking first among major broad-based indices [1] - The leading Sci-Tech 50 ETF (588060) has attracted nearly 100 million yuan in net buying over four consecutive trading days, with a total share exceeding 9.1 billion and a latest scale over 5.6 billion yuan, serving as a convenient tool for investors to allocate to the sci-tech sector [1] - The Sci-Tech 50 Index, which tracks the leading sci-tech companies in China, focuses on core technology sectors such as semiconductors, information technology, and biomedicine, effectively representing the achievements of China's technological innovation [1] Group 2 - After more than three months of consolidation, the Sci-Tech 50 Index has corrected over 15% from its peak at the end of February, indicating a potential allocation window for the sci-tech sector as corporate earnings improve and market styles adjust [2] - The leading Sci-Tech 50 ETF (588060) and its off-market linked funds provide an efficient tool for investors to layout core assets in the sci-tech sector, capitalizing on the current technology industry upgrade opportunities [2] - The A-share market is seeking structural opportunities amid fluctuations, with the technology growth sector being a long-term focus supported by policies and industrial upgrades, particularly in areas like AI computing power, robotics, and semiconductors [2]

Core Viewpoint - The A-share market is exhibiting significant structural characteristics, with increased volatility and accelerated sector rotation, while the focus is expected to gradually shift towards core assets in June [1][2]. Group 1: Market Overview - The three major stock indices in May showed an overall increase, but market volatility has intensified [1]. - Analysts suggest that the market may continue to experience fluctuations, and a core-satellite strategy is recommended for investors to balance stability and growth [1]. Group 2: Investment Strategy - The recommended strategy involves focusing on two leading ETFs: the CSI A500 ETF (563800) as the "core" and the Sci-Tech 50 ETF (588060) as the "satellite," which allows for risk diversification while enhancing return potential [1][2]. - This strategy is suitable for three types of investors: long-term investors seeking core asset opportunities, those wanting to reduce single-style exposure risks, and ordinary investors looking for efficient market beta exposure [1]. Group 3: ETF Performance - The CSI A500 ETF tracks the CSI A500 Index, which includes leading companies across various industries, achieving a one-year annualized return of 7.53% as of the end of May, outperforming the CSI 300 Index by 0.45% [2]. - The Sci-Tech 50 ETF focuses on "hard technology" leaders, with significant R&D investment among its constituents, benefiting from domestic substitution and policy support, indicating long-term growth potential [2]. Group 4: Operational Recommendations - Investors are advised to adopt a systematic investment approach, such as dollar-cost averaging, and to periodically rebalance their portfolios [2]. - It is recommended to hold investments for at least one year and adjust asset allocation based on individual risk tolerance and expected returns [2].