Eastmoney Fund SSE Science and Technology Innovation Board 50 ETF

Shanghai Electronic Materials International Supply Chain Center Established on May 20, Co-owned by SMIC and Hua Hong Group

Chinese semiconductor stocks rise on reports of potential strike at Samsung Electronics

CICC Begins Market Making Services for SMIC

SMIC discloses two new deployments in the advanced packaging field.

SMIC states that the specialty memory market is facing tight supply, and the company's related production capacity is steadily advancing with its share increasing each quarter.

JPMorgan Chase Increases Stake in Montage Technology by HK$12.02 Million on May 14

SMIC States Significant Production Demand for Phones and PCs Will Return

US-China summit yields no chip deal, China may replace Nvidia with domestic chips

Hygon Information Unveils World's First Post-Quantum Cryptography Smooth Migration Solution

Morgan Stanley raises targets for SMIC and Hua Hong, citing AI-driven mature process shortage

SMIC received 996 million yuan in financing purchases on May 18.

CICC maintains 'Outperform' rating on SMIC, citing benefits from localized production demand

Report: China's chip equipment localization shifts from trials to mass production

Jinhong Gas: Helium products have been stably supplied to clients such as SMIC

HSBC Research Lowers SMIC's Target Price but Maintains 'Buy' Rating

HSBC Research on SMIC: Cuts Target Price to HKD 89, Bullish on 28% Revenue Growth in 2026

SMIC's AI demand surges, with first-quarter revenue of 17.6 billion, more optimistic about full-year operations

JPMorgan raises SMIC rating to "Neutral" and lifts target price to HK$67

BOC International Maintains Buy Rating on SMIC, Raises H-Share Target Price to HKD 98.6

Citi upgrades SMIC to 'Buy' on improved utilization and pricing power

000688

588060

589850

588000

399006

In 2026, the A-share market experienced fluctuations, with the market style shifting from growth to defense. After a strong start at the beginning of the year, the STAR 50 Index retraced, raising investors' doubts about technological growth. Looking back at the ChiNext in 2014, it went through a valuation digestion, accumulating energy for the return of the growth style in 2015. The ChiNext Index only rose by 12.8% in 2014, with the market style rotating from growth to value, and policy themes becoming the main line of the market

腾讯新闻 - 财经

STAR 50

GF Fund SSE Science and Technology Innovation Board 50 ETF

E Fund GEM ETF

ChinaAMC SSE Science and Technology Innovation Board 50 ETF

E Fund China Science and Technology Innovation Board 50 Component ETF

ChiNext

SSE Index

Shenzhen Index

GF ChiNext Composite ETF

ICBCCS SSE Science and Technology Innovation Board 50 ETF

Reviewing ChiNext 2014, Understanding STAR Market 2026

513130

516930

159370

512760

The situation between the U.S. and Iran has eased, and Trump has agreed to suspend attacks on Iran, leading to a rebound in global risk assets. The market is focusing on three major investment directions: 1) undervalued assets, such as Hang Seng Technology ETF and innovative drugs ETF; 2) oversold small-cap growth stocks, such as Science and Technology Innovation Board 200 ETF; 3) growth sectors with upward revisions in performance, paying attention to STAR 50 ETF and semiconductor equipment ETF. Medium to long-term investors can increase equity positions through SSE Index ETF to seize market opportunities

Huatai-PB CSOP Hang Seng Technology ETF(QDII)

Minsheng Royal CSI Biotechnology Theme ETF

CSOP STAR 50

GF CSI HK Innovative Drugs Industry ETF(QDII)

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Yinhua CNI HK Connect Innovative Drugs ETF

ICBCCS SZSE ChiNext 50 ETF

Yinhua CSI Innovative Drugs Industry ETF

China Merchants CSI Biotechnology Theme ETF

Penghua SSE Science and Technology Innovation Board 50 ETF

Guotai CES Semiconductor Chip Industry ETF

Hang Seng TECH Index

E Fund CSI Biotechnology Theme ETF

Fullgoal SSE Composite ETF

Hang Seng TECH ETF I

Guotai SSE Composite ETF

Huatai-PB SSE Science and Technology Innovation Board 200 ETF

China Universal CNI HK Connect Innovative Drugs Industry ETF

First Trust NYSE Arca Biotech Index Fd

Guotai SSE Science and Technology Innovation Board 200 ETF

Tianhong Hang Seng TECH ETF(QDII)

GF Fund SSE Science and Technology Innovation Board 200 ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Dacheng Hang Seng Technology ETF(QDII)

Fullgoal SSE Science and Technology Innovation Board 200 ETF

ChinaAMC CSI Biotechnology Theme ETF

The situation between the US and Iran has eased, risk appetite has warmed, and three main lines are grasping the rebound opportunities

中证1000

399306

159975

The Shanghai Composite Index opened at 3930.25 points, up 1.03%. The Shenzhen Component Index opened at 13717.22 points, up 2.36%. The ChiNext Index opened at 3257.91 points, up 3.07%. The CSI 300 opened at 4517.34 points, up 1.73%. The STAR 50 opened at 1317.28 points, up 3.40%. The CSI 500 opened at 7741.63 points, up 2.25%. The CSI 1000 opened at 7765.55 points, up 2.10%

Wallstreetcn

SZSE ETF

China Merchants SZSE 100 ETF

CSI 500

CSI 300

Huatai-PB CSI 300 ETF

Dacheng SZSE Component ETF

China Southern Shenzhen Stock Exchange Component Stock ETF

A-share major indices open significantly higher, ChiNext Index rises over 3%

03067

513180

Today, the market showed a structural trend, with the STAR 50 rising by 0.83%, the ChiNext increasing by 1.41%, and the Shanghai Composite Index slightly declining by 0.26%. The total transaction volume in the two markets was CNY 2.3253 trillion, a decrease of CNY 75 billion compared to the previous period. Hong Kong stocks performed strongly, with the Hang Seng Technology Index soaring by 2.92%. Funds concentrated on AI-driven technology growth and the recovery expectations in the food and beverage sector. Despite the slight decline in the Shanghai Composite Index, structural opportunities in the market remain prominent, indicating a change in investors' risk preferences

ISHARESHSTECH

ChinaAMC Hang Seng Technology ETF(QDII)

Hang Seng Composite Index

HSTECH ETF

BOSERA STAR50

CSOP HS TECH

A-shares show reduced volume and differentiation, while Hong Kong stocks strengthen independently, with funds concentrating their efforts on buying these two main lines

TCTZF

The technology sector rebounds, and the STAR 50 ETF boosts investment opportunities. The OpenClaw AI ecosystem accelerates its expansion, driving the transition of AI from conversational interaction to autonomous execution. Cloud providers like Tencent and Alibaba launch one-click deployment services, while local governments introduce subsidies, intensifying regional competition. The AI Agent industry chain is on the eve of large-scale implementation, with demand being released. GF Securities points out that technological competitiveness has become a key variable, as domestic large models reduce computing power costs and security governance is simultaneously strengthened. OpenRouter data shows that the call volume has reached 10.2 trillion tokens, with significant ecological characteristics

- The OpenClaw AI ecosystem is rapidly expanding, enabling a transition from dialogue interaction to autonomous execution within the AI sector.  
- Major cloud providers like Tencent and Alibaba are enhancing deployment services while local governments are initiating subsidies, indicating fierce regional competition.  
- This shift positions the AI Agent industry for significant scaling and demand for computational infrastructure, as companies focus on comprehensive system-level capabilities, including performance and security measures.

C3.AI

Tencent Holdings Limited

Verses AI

KraneShares 2x Long BABA Daily ETF

Guotai CSI Computer Theme ETF

GTJA Allianz China Science and Technology Innovation Board 50 Component ETF

Krne Csi China Internet

Invesco Semiconductors ETF

BABA 2x Long Daily ETF - GraniteShares

SPDR S&P Semicon

iShares Semiconductor ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

ChinaAMC Guozheng Semiconductor Chip ETF

iShares Expanded Tech Software Sector ETF

Tianhong CSI Computer Theme ETF

SPDR S&P Software

China Southern CSI Semiconductor Industry Custom ETF

Alibaba

BABA-W

TENCENT

The technology sector has clearly rebounded, and the STAR 50 ETF from Ping An helps to easily position investment opportunities in the technology sector

399102

161022

002807

166802

501045

161811

The China Securities Regulatory Commission held an expanded meeting of its Party Committee, emphasizing the need to strengthen systematic planning and bottom-line thinking, closely monitor changes in international financial markets, and promote the governance and value enhancement of listed companies. The meeting also proposed to deepen the reforms of the STAR Market and ChiNext, optimize the refinancing mechanism, and expand the exit channels for private equity and venture capital funds. At the same time, it called for strengthening regulatory enforcement, severely cracking down on illegal activities such as financial fraud and market manipulation, and enhancing the effectiveness and deterrence of regulation

- The China Securities Regulatory Commission (CSRC), led by Chairman Wu Qing, held a meeting focusing on system planning to align with government work reports and the "14th Five-Year Plan."  
- The meeting emphasized enhancing regulatory measures, monitoring international market changes, and promoting corporate governance and stability in the capital market.  
- Key reforms such as the implementation of the Sci-Tech Innovation Board policies and tighter regulations against financial misconduct were highlighted to invigorate innovation and ensure effective oversight.

华尔街见闻资讯

ChiNext Composite

Fullgoal ChiNext Composite Index Fund-A

JRCB

Zheshang CSI 300 Enhanced Index Fund(LOF)-A

China Universal CSI 300 Index Initiating Fund(LOF)-C

Yinhua CSI 300 Index Fund(LOF)-A

CSRC: Closely monitor changes in international financial markets and internal and external environments, and strengthen the monitoring and regulation of the linkage between domestic and foreign, spot and futures markets

588390

As of March 13, 2026, the STAR & CHINEXT 50 Index rose nearly 1% during trading, with constituent stocks such as LONGSYS and JSG also experiencing gains. Cambricon announced a net profit of 2.059 billion yuan for 2025 and will cancel its stock identifier U on March 16, becoming the first "graduated" company. Guotou Securities and Huayuan Securities are optimistic about the domestic computing power market, believing that the growth in AI model usage will continue to drive demand for computing power, with a positive outlook for the domestic computing power sector. Related products include Taikang CSI Scientific Innovation and Entrepreneurship 50 Index Fund, covering popular industries such as semiconductors and AI computing power

Bosera CSI STAR&CHINEXT 50 ETF

Guotai CSI Scientific Innovation and Entrepreneurship 50 ETF

Taikang CSI 500 ETF

Cambricon

LONGSYS

China Merchants CSI Scientific Innovation and Entrepreneurship 50 ETF

China Southern CSI Scientific Innovation and Entrepreneurship 50 ETF

Pengyang CSI Scientific Innovation and Entrepreneurship 50 ETF

ChinaAMC CSI Scientific Innovation and Entrepreneurship 50 ETF

Yinhua CSI Scientific Innovation and Entrepreneurship 50 ETF

The Taikang CSI Scientific Innovation and Entrepreneurship 50 Index, which includes leading stocks in the computing power concept both domestically and internationally, rose nearly 1% during trading, with institutions optimistic about the continued high prosperity of domestic computing power

159558

The decline of the Science and Technology Innovation 50 Index has widened to 3%, currently reported at 1463.68 points

E Fund CSI Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Guotai CSI All Share Integrated Circuit ETF

Harvest SSE STAR Chip ETF

Direxion Semicon Bull 3X

159732

159733

159769

561600

159997

159779

515320

In 2025, the A-share consumer electronics industry will be revitalized due to technological innovation and business expansion. Benefiting from emerging fields such as AI computing power, new energy vehicles, and robotics, 30 consumer electronics companies have released performance forecasts, among which 18 companies expect to be profitable, and 8 companies anticipate a net profit growth of over 50%

36Kr

ChinaAMC Guozheng Consumer Electronic Theme ETF

Invesco Great Wall CSI Consumer Electronic Theme ETF

Yinhua CSI Consumer Electronic Theme ETF

Ping An CSI Consumer Electronic Theme ETF

Tianhong CSI Electronic ETF

China Merchants CSI Consumer Electronic Theme ETF

Huaan CSI Electronic 50 ETF

New technologies give rise to new momentum, 18 consumer electronics companies are expected to report profits in 2025

Eastmoney Fund SSE Science and Technology Innovation Board 50 ETF(589850.SH)