Which sector has shown particularly outstanding performance in A-shares since the second half of the year?
The technology track undoubtedly takes center stage, especially the STAR Market as a hub for "hard technology core assets," which continues to attract market attention. Since July, as of September 24, the STAR 50 Index has surged over 45% cumulatively, with 科创板50ETF (588080) reaching a latest scale exceeding 74 billion yuan, making it the largest product tracking the STAR 50 Index.
The significant rally in the STAR 50 Index this round has primarily benefited from the cyclical recovery of the semiconductor industry and growth breakthroughs driven by AI. From an industry distribution perspective, semiconductors represent the index's largest weighted sector, accounting for approximately 66% - the highest among STAR Market-related broad-based indices. Six of the top ten weighted stocks are semiconductor industry leaders.
Currently, the scale of AI application users both domestically and internationally continues to climb, injecting development momentum into the semiconductor industry. Data shows that global semiconductor sales broke through the $60 billion mark for the first time in July, representing a year-over-year increase of 20.6%. China's semiconductor industry recorded approximately 56% quarter-over-quarter growth in net profit attributable to parent companies in the second quarter, with multiple leading enterprises achieving significant performance improvements.
There are currently 15 STAR 50-related ETFs in total, with 科创板50ETF (588080) being the largest in scale.
MACD golden cross signal formation indicates these stocks show promising upward momentum!
Comments