新高盛宴！寒武纪、中际旭创火爆出圈！科创芯片、创业板人工智能ETF携手新高！机构：向业绩靠拢！

新浪基金06-21

端午节前最后一个交易日（6月18日）创业板指放量涨超2%，再创历史新高！覆盖创业板+科创板高成长龙头的硬科技宽基——双创50ETF华宝（588330）场内价格劲涨3.67%，刷新2021年7月上市以来的高点。沪深京三市成交额3.33万亿元，较昨日放量2179亿元。　　盘面上，半导体龙头批量新高，寒武纪猛攻14%剑指“万亿市值俱乐部”，全“芯”布局芯片产业的科创芯片ETF华宝（589190）场内...

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Cambrian and Zhongji InnoLight are hot out of the circle! Kechuang Chip and GEM Artificial Intelligence ETF join hands with new highs! Institution: Move closer to 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6.87%，2022年 -33.69%，2023年 7.26%，2024年 34.52%，2025年 61.33%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。\n　　行情驱动上，头部云厂商正在加量采购国产芯片。业内人士称字节跳动正与天数智芯讨论采购至少5万颗AI芯片，主要用于推理工作，引发市场对国产AI芯片规模化落地能力的遐想。\n　　IDC今年4月的数据显示，2025年中国市场AI加速卡总交付量达到400万片，其中国产厂商交付165万片，市场份额跃升至41%，英伟达在华份额则从近乎垄断的95%大幅收缩至55%。\n　　国信证券指出，在海外高端芯片受限背景下，国内信创与大模型迭代共振，推动国产AI芯片厂商加速适配并放量，全栈生态迎来增量机遇。*国金证券也认为，当下算力竞争告别单一芯片性能比拼，迈入芯片、存储、互联、软件、集群协同的系统级竞争新阶段，国产算力芯片迎来政策、需求、技术、生态四重共振，行业进入订单放量、业绩兑现的高增长周期，成为科技板块核心配置主线。*\n　　进入6月中下旬，市场迎来中报业绩验证窗口，由于较高的业绩预期，科技赛道中具备高景气周期的细分领域龙头的市场关注度有望进一步升温，硬科技主线或迎来强者恒强。\n　　布局芯片产业“超级周期”，优选20CM高弹品种！公开资料显示，科创芯片ETF华宝（589190）及其联接基金（A类021224、C类021225）被动跟踪上证科创板芯片指数，在均衡配置、全链布局芯片产业的同时，在集成电路、半导体设备等核心领域权重占比超90%，硬科技含量高，进攻性强。\n　　公开数据显示，科创芯片ETF华宝（589190）管理费0.3%，托管费率0.08%，综合费率0.38%，在同标的指数ETF中费率较低。\n\n　　二、【国产AI芯片或迎涨价窗口！工业富联登顶A股吸金榜首！电子ETF华宝（515260）最高上探5%，续创历史新高！】 \n　　电子板块延续猛烈涨势，全天获主力资金净流入331亿元，拉长时间看，近5日、近20日分别吸金1996亿元、3793亿元，板块吸金额持续断层高居31个申万一级行业首位！工业富联、寒武纪、兆易创新分别获主力资金净流入102亿元、45亿元、26亿元，包揽A股吸金榜前三位。\n　　热门ETF方面，囊括PCB、存储芯片、半导体设备等热门概念的电子ETF华宝（515260）场内涨幅最高上探5.05%，收涨3.67%，续创历史新高！全天成交额1.15亿元，环比放量40%。ETF放量突破上市高点，或为资金买点信号！事实上，该ETF场内宽幅溢价，收盘溢价率高达0.63%，反映买盘资金更为强势。\n　　成份股方面，寒武纪领涨超14%创新高，蓝思科技涨逾8%，晶合集成、工业富联、兆易创新涨逾7%，海光信息、芯原股份、东山精密、领益智造等个股跟涨。\n\n　　近期，AI+通胀再度成为市场主线，有观点认为，在上游成本全面上涨与本土算力供需失衡的双重驱动下，国产AI芯片正迎来涨价窗口：\n　　一方面，字节跳动加速采购国产AI芯片，海光、寒武纪等国产芯片公司出货量预期大幅增加，与6月以来晶圆产能结构性短缺、功率半导体二次涨价、先进制程与先进封装产能紧张等产业链信号相互印证；\n　　另一方面，当前国产高端算力卡利用率接近饱和，大厂采购预算持续上修，但头部芯片厂商仍受先进制程和封装产能约束，需求高、产能紧、客户抢资源格局下，寒武纪590/690、升腾950等新一代国产GPU/AI芯片重新定价预期自然升温，市场已开始讨论报价上修空间。\n　　焦点个股方面，工业富联登顶A股吸金榜榜首。市场炒作工业富联的核心逻辑，可能在于其从传统代工巨头向全球AI服务器龙头的身份转变。工业富联已成为英伟达、微软、亚马逊云等全球主要AI云厂商的核心供应链伙伴，是英伟达GB200等新一代机柜级服务器的核心供应商。\n　　数据显示，电子ETF华宝（515260）标的指数深度绑定全球科技龙头，截至5月底，苹果、英伟达、谷歌产业链权重占比分别为49.34%、28.50%、23.85%，有望受益于科技巨头产业扩张与技术创新。\n　　【拥抱科技巨头，抢占发展先机】\n　　电子ETF华宝（515260）及其联接基金（A类：012550、C类：012551）被动跟踪电子50指数，重仓半导体、消费电子行业，荟聚PCB、MLCC、玻璃基板、存储芯片、半导体设备等热门概念，权重股囊括立讯精密、寒武纪、工业富联、中芯国际等个股。同时，该ETF是融资融券+互联互通标的，是一键布局电子板块核心资产的高效工具。\n\n　　三、【“光”芒盖过茅台！中际旭创狂飙！创业板人工智能ETF华宝（159363）四连涨再创新高！板块定价逻辑有哪些？】\n　　光模块CPO、算力租赁等算力方向持续活跃，高“光”创业板人工智能再创新高。其中，光模块巨头中际旭创涨超7%创新高，且市值突破1.5万亿元超过贵州茅台，新易盛收涨超4%同步新高；算力租赁概念股东方国信20CM涨停，存储芯片概念股北京君正涨超8%。\n　　热门ETF方面，连涨3日后，同类规模、流动性第一的创业板人工智能ETF华宝（159363）场内续涨3.43%，再创上市新高，成交超14亿元环比放量明显。\n\n　　复盘来看，近期以光模块CPO为代表的海外算力链持续抱团新高，那么，板块当前的定价逻辑有哪些？\n　　据东兴证券分析，主要有两重定价逻辑：首先是，光互联供应链紧缺。北美Al数据中心大规模建设趋势下，受产能短缺影响，市场对光模块上游核心材料、重要器件、测试厂商给予估值溢价。其次是，CPO、DCI、智能体等新兴技术获市场关注。*\n　　展望2026年下半年光通信板块行业主要发展趋势以及投资策略，该机构建议关注：\n　　第一，Scaleup成为AI数据中心网络创新方向。数据中心下游scaleup网络的发展，成为CPO/NPO等新兴光互联技术重要的应用场景；而CPO/NPO的规模化应用将驱动硅光架构有望成为光互联行业主流技术路径，相关产业链有望深度受益。\n　　第二，当前光互联供应链持续性紧缺，有望贯穿2026全年。国内光芯片企业有望受益于光互联市场总量增长、硅光架构CW激光器结构性机会、国产份额提升三重机遇。与此同时，全球高速率光模块正处于扩产周期，国内头部企业已提前卡位产能，有望率先受益于订单放量。\n　　中长期配置视角看，自去年4月8日，光模块CPO等海外算力链强势反弹以来，创业板人工智能继续领跑同类AI主题指数！截至6月18日，高“光”创业板人工智能ETF华宝（159363）标的指数区间年内涨幅达288%，显著跑赢全市场同类AI主题指数，持续超额表现，且区间最大回撤同类最低，持有体验较好。\n\n　　注：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日期为2024.7.11，创业板人工智能指数2021-2025年年度涨跌幅分别为：17.57%、-34.52%、47.83%、38.44%、106.35%。指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。\n　　一键布局光通信龙头，建议重点关注同类规模、流动性第一的创业板人工智能ETF华宝（159363）及场外联接（A类023407、C类023408），标的指数光模块含量约50%，“易中天”含量高，约三成仓位布局AI应用，不止是算力核心，也是AI应用代表。\n　　值得注意的是，截至2026.6.17，创业板人工智能ETF华宝（159363）最新规模达78.1亿元，规模居全市场双创AI赛道首位！最近6个月日均成交超9亿元，交投居全市场AI赛道首位。\n　　注：费率详见各基金法律文件。\n　　来源：沪深交易所等，截至2026.6.18。提醒：近期市场波动可能较大，短期涨跌幅不预示未来表现。请投资者务必根据自身的资金状况和风险承受能力理性投资，高度注意仓位和风险管理。\n　　*机构观点参考资料来源：①平安证券6月18日发布的《创业板再创新高，后市怎么看？》；②中信证券6月11日发布的《预计三季度后期A股将开启一段趋势性上涨行情》；③国信证券6月17日发布的《大模型驱动算力变革 国产算力迎增量机遇》；④国金证券4月30日发布的《巨头坚定投入AI，国产替代深化》；⑤东兴证券《光通信行业2026年中期策略：Scaleup成为AI数据中心网络创新方向，光互联供应链紧缺是主线》。\n　　风险提示：科创芯片ETF华宝被动跟踪上证科创板芯片指数，该指数基日为2019.12.31，发布于2022.6.13；电子ETF华宝被动跟踪中证电子50指数，该指数基日为2008.12.31，发布于2009.7.22；双创50ETF华宝被动跟踪中证科创创业50指数，该指数基日为2019.12.31，发布于2021.6.1；创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布于2024.7.11；科创人工智能ETF华宝被动跟踪上证科创板人工智能指数，该指数基日为2022.12.30，发布于2024.7.25，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。文中提及个股仅为指数成份股客观展示列举，不作为任何个股推荐，不代表基金管理人和基金投资方向。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，华宝基金亦不对因使用本文内容所引发的直接或间接损失负任何责任。投资人应当认真阅读《基金合同》、《招募说明书》、《基金产品资料概要》等基金法律文件，了解基金的风险收益特征，选择与自身风险承受能力相适应的产品。基金的过往业绩并不预示其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证。根据基金管理人的评估，电子ETF华宝风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者，科创芯片ETF华宝、双创50ETF华宝、科创人工智能ETF华宝、创业板人工智能ETF华宝风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹配意见请以销售机构为准。销售机构（包括基金管理人直销机构和其他销售机构）根据相关法律法规对以上基金进行风险评价，投资者应及时关注基金管理人出具的适当性意见，各销售机构关于适当性的意见不必然一致，且基金销售机构所出具的基金产品风险等级评价结果不得低于基金管理人作出的风险等级评价结果。基金合同中关于基金风险收益特征与基金风险等级因考虑因素不同而存在差异。投资者应了解基金的风险收益情况，结合自身投资目的、期限、投资经验及风险承受能力谨慎选择基金产品并自行承担风险。中国证监会对以上基金的注册，并不表明其对该基金的投资价值、市场前景和收益做出实质性判断或保证。基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：常福强","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"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 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