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AMD强劲业绩验证AI逻辑,科创100指数ETF(588030)回调或迎布局机会
Xin Lang Cai Jing· 2025-11-05 02:49
Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index decreased by 1.46% as of November 5, 2025, with mixed performance among constituent stocks [3] - Jinpan Technology led the gains with an increase of 6.89%, while Sangfor Technologies saw a decline of 9.04% [3] - The Sci-Tech 100 Index ETF (588030) fell by 1.44%, with a latest price of 1.3 yuan, but has seen a cumulative increase of 18.88% over the past three months [3] Group 2 - The number of companies listed on the Sci-Tech Innovation Board has surpassed 590, raising over 900 billion yuan in IPO funds [3] - The first three new registered companies in the Sci-Tech Growth Layer have been introduced, bringing the total to 35, with a year-on-year revenue growth of 35.1% and a net profit reduction of 45.4% for these companies in the first three quarters of the year [3] Group 3 - AMD reported third-quarter revenue of $9.25 billion, a 36% year-on-year increase, with adjusted earnings per share of $1.20, exceeding Wall Street expectations [4] - The company anticipates fourth-quarter revenue of approximately $9.6 billion, indicating a 25% year-on-year growth [4] - AI business growth remains strong, with OpenAI planning to deploy a total of 6 gigawatts of AMD Instinct series GPUs in the coming years [4] Group 4 - The latest scale of the Sci-Tech 100 Index ETF reached 5.731 billion yuan, ranking second among comparable funds [4] - The Sci-Tech 100 Index closely tracks the performance of 100 selected securities from the Sci-Tech Innovation Board, reflecting the overall performance of companies with medium market capitalization and good liquidity [5] - As of October 31, 2025, the top ten weighted stocks in the Sci-Tech 100 Index accounted for 25.77% of the index [5]