重磅调整！两大指数集体换新血，科创50迎来GPU双雄

21世纪经济报道05-29

5月29日，上交所公告，调整上证50、上证180、上证380、科创50等指数样本。　　上证50：调出5只样本，新进特变电工、生益科技等　　根据公告，上证50指数本次共更换5只样本。调入名单包括：特变电工（600089）、生益科技（600183）、中国铝业（601600）、华泰证券（601688）以及兆易创新（603986）。　　从行业分布看，本次新晋样本覆盖电力设备、电子材料、有色金属、证券及...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2639599621?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-29 18:31","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2639599621","market":"hk","top_or_hot":-1,"title":"重磅调整！两大指数集体换新血，科创50迎来GPU双雄","media":"21世纪经济报道","content":"<div>\n<p>5月29日，上交所公告，调整上证50、上证180、上证380、科创50等指数样本。　　上证50：调出5只样本，新进特变电工、生益科技等　　根据公告，上证50指数本次共更换5只样本。调入名单包括：特变电工（600089）、生益科技（600183）、中国铝业（601600）、华泰证券（601688）以及兆易创新（603986）。　　从行业分布看，本次新晋样本覆盖电力设备、电子材料、有色金属、证券及...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605293754584072.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重磅调整！两大指数集体换新血，科创50迎来GPU双雄</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重磅调整！两大指数集体换新血，科创50迎来GPU双雄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-29 18:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202605293754584072.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月29日，上交所公告，调整上证50、上证180、上证380、科创50等指数样本。　　上证50：调出5只样本，新进特变电工、生益科技等　　根据公告，上证50指数本次共更换5只样本。调入名单包括：特变电工（600089）、生益科技（600183）、中国铝业（601600）、华泰证券（601688）以及兆易创新（603986）。　　从行业分布看，本次新晋样本覆盖电力设备、电子材料、有色金属、证券及...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605293754584072.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"03986","symbol_name":"兆易创新","start_time":0,"source_url":"http://finance.eastmoney.com/a/202605293754584072.html","article_id":"2639599621","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605293754584072.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2639599621","pubTimestamp":1780050660,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"5月29日，上交所公告，调整上证50、上证180、上证380、科创50等指数样本。上证50：调出5只样本，新进特变电工、生益科技等根据公告，上证50指数本次共更换5只样本。调入名单包括：特变电工（600089）、生益科技（600183）、中国铝业（601600）、华泰证券（601688）以及兆易创新（603986）。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"03986":"兆易创新","TEKX":"SPDR Galaxy Transformative Tech Accelerators ETF","USD":"ProShares Ultra Semiconductors","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","SSG":"Proshares Ultrashort Semiconductors","SOXQ":"Invesco PHLX Semiconductor ETF","SOXX":"iShares费城交易所半导体ETF","XSD":"SPDR S&P Semiconductor ETF","SMHX":"VanEck Fabless Semiconductor ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SOXL":"三倍做多半导体ETF-Direxion Daily","PSI":"INVESCO SEMICONDUCTORS ETF","SOXS":"三倍做空半导体ETF-Direxion Daily","SMH":"半导体指数ETF-HOLDRs","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF"},"translate_title":"Heavy adjustment! Two indexes collectively replace new blood, and Kechuang 50 ushered in GPU duo","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3bc6c1998a8cdf6ffa8e867f271da520","symbols_score_info":{"SMH":0.6,"XSD":0.6,"03986":0.6,"SMHX":0.6,"SOXX":0.6,"USD":0.6,"FTXL":0.76,"CHPS":0.6,"CHPY":0.6,"SSG":0.6,"PSI":0.6,"SOXY":0.6,"TEKX":0.6,"SOXS":0.6,"SOXL":0.6,"SOXQ":0.6},"content_text":"5月29日，上交所公告，调整上证50、上证180、上证380、科创50等指数样本。　　上证50：调出5只样本，新进特变电工、生益科技等　　根据公告，上证50指数本次共更换5只样本。调入名单包括：特变电工（600089）、生益科技（600183）、中国铝业（601600）、华泰证券（601688）以及兆易创新（603986）。　　从行业分布看，本次新晋样本覆盖电力设备、电子材料、有色金属、证券及半导体设计等多个领域。其中，特变电工是国内输变电及新能源系统解决方案的头部企业；生益科技是全球刚性覆铜板龙头；中国铝业是有色金属行业央企代表；华泰证券为头部券商；兆易创新则是国内存储芯片和MCU设计领先企业。 图源：上交所　　科创50：新增4家“硬科技”公司，华虹、摩尔线程在列　　与此同时，科创50指数样本也进行调整，本次共调入4只样本，分别为：华虹公司、源杰科技、摩尔线程、沐曦股份。　　上述四家企业均为科创板中具有鲜明“硬科技”属性的公司。华虹公司是全球领先的特色工艺晶圆代工厂；源杰科技专注于光通信领域的光芯片研发制造，此前一度登顶A股股王；摩尔线程和沐曦股份则分别专注于GPU（图形处理器）和AI芯片设计，是国内算力产业链中的关键力量。　　本次调整后，科创50指数中半导体及芯片相关企业的权重将进一步上升。 图源：上交所（文章来源：21世纪经济报道）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.3","shortVersion":"4.42.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2639599621","isCrawlerRequest":true}