
The Penghua China Science and Technology Innovation Board 50 Component Enhance policies ETF rose by 1.82% due to multiple favorable catalysts, with the hard technology sector rebounding strongly

Penghua China Science and Technology Innovation Board 50 Component Enhance policies ETF rose by 1.82%, driven by multiple positive catalysts. The Ministry of Industry and Information Technology is promoting the development of the space computing industry, benefiting aerospace technology and semiconductor equipment stocks; the upgrade of AI servers is driving demand for HDI, benefiting PCB and advanced packaging targets; the development of intelligent agents is increasing the demand for domestic AI chips; the demand for 12-inch silicon wafers is rapidly growing due to AI and high-performance computing. Brokerage research shows that the PE of the STAR 50 index has reached 156.4 times, indicating significant valuation pressure. The constituent stocks of the STAR 50 generally rose, reflecting a continued strengthening of capital allocation preferences towards the artificial intelligence industry chain

