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2025-09-11

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...

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