CPO+芯片+果链多重催化引爆!电子ETF(159997)、芯片ETF天弘(159310)王者回归!双双飙涨5%!

格隆汇
Sep 11, 2025

今日AI算力与芯片板块联袂上攻,海光信息逼近“20CM”涨停,晟科通信涨超13%,寒武纪大涨9%,带动芯片ETF天弘(159310)、电子ETF(159997)分别涨5.96%和5.72%。 消息面上,①隔夜甲骨文股价爆拉近36%创历史新高,预计本财年云业务从之前预计的70%上调至增长77%,另外OpenAl已与甲骨文签署一项价值3000亿美元的算力协议。AI算力大基建将继续拉动上游芯片的需求。②台积电涨3.3%,股价创新高,8月营收同比增长34%至3358亿新台币,创历年同期新高。③苹果新品发布会落地后,昨天就传出郑州富士康产线已接近满产,近20万人两班倒赶工,可以关注届时的销量数据,或带动果链概念股;④花旗上调“易中天”目标价。 电子ETF(159997,联接C类001618)跟踪中证电子指数,覆盖半导体、消费电子、电子制造服务等领域,最新规模为12.32亿元,是全市场独家跟踪该指数的ETF,也是“三高”含量指数——高算力、高芯片、高果链。 芯片ETF天弘(159310,联接C类012553)跟踪中证芯片产业指数,覆盖半导体产业链全环节,该ETF近五个交易日有两日迎来净流入,最新规模增长至9.93亿,是深市规模最大的芯片产业ETF。

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