Likes ReceivedThe underlying index of the Sci-Tech Innovation Composite Index ETF Jianxin (589880) has risen by 62.53% over the past year.
As of July 21, the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index tracked by the CCB Science and Technology Innovation Board ETF (589880) has risen by 62.53% over the past year; the CCB Science and Technology Innovation Board ETF (589880) has seen a cumulative net inflow of 82.8727 million yuan over the past six months.
Recently, Tencent Cloud executives stated at a sub-forum of the World Artificial Intelligence Conference that to minimize inference costs, the company will deploy domestic computing power on a large scale. The company expects to deploy NPO (Near-Packaged Optics) super nodes in Q4 2026 and calls for unified NPO industry standards both domestically and internationally.
Morgan Stanley previously released a report predicting that by 2026, Huawei Ascend will account for 62% of the domestic AI accelerator chip market, with Cambricon following closely at 14%, while Baidu Kunlun Xin and Alibaba T-Head each hold about 5%. NVIDIA's market share is expected to drop to 8%.
A research report from Western Securities points out that this round of resonance between the AI and storage prosperity cycles, coupled with the continuous improvement of technical capabilities by domestic manufacturers, is likely to further accelerate the localization process of computing and storage chips. Capital expenditures for domestic computing and storage will transmit up the industrial chain, thereby driving growth in the wafer foundry and semiconductor equipment industries. We are bullish on domestic computing, wafer foundries, and semiconductor equipment.
The Shanghai Stock Exchange Science and Technology Innovation Board Composite Index closely aligns with the core of technological innovation and strictly connects with the national layout of strategic emerging industries. Its sample stocks are highly concentrated in frontier technology fields such as semiconductors, artificial intelligence, innovative drugs, and new energy, fully demonstrating the innovative vitality and development potential of China's hard tech enterprises.
Data Source: Wind, as of July 22, 2026
CCB Science and Technology Innovation Board ETF (589880)
CCB SSE Science and Technology Innovation Board Composite Feeder A (023743)
CCB SSE Science and Technology Innovation Board Composite Feeder C (023744)
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