As of the close of trading at noon on December 26, 2024, the SSE Science and Technology Innovation Board 100 Index (000698) rose 1.93%, the constituent stocks Taotong Technology (688208) rose 18.60%, Dongwei Technology (688700) rose 9.94%, Hengxuan Technology (688608) rose 7.27%, and Yuntian Lifei (688343), Wasion Information (688100) and other stocks followed suit. The STAR 100 ETF Fund (588220) rose 1.94%.

According to the data, as of November 29, 2024, the top 10 weighted stocks of the SSE Science and Technology Innovation Board 100 Index (000698) are BeiGene (688235), Hengxuan Technology (688608), Guodun Quantum (688027), Ruichuang Micro-Nano (688002), Smartway (688213), Xinyuan Micro (688037), Zhongke Xingtu (688568), Anji Technology (688019), Allist (688578), Zelgen Pharmaceuticals (688266), the top 10 weighted stocks together accounted for 24.3%.

On December 24, Shanghai issued a notice on the "Work Plan for the Development of Medical Artificial Intelligence in Shanghai (2025-2027)", which proposes to accelerate the research and development of core algorithm technology, rely on the artificial intelligence public computing platform, promote the interconnection of multi-party computing power, and strengthen the construction of intelligent computing power clusters. On December 18, Shenzhen issued a relevant document mentioning that a maximum of 500 million yuan of "training vouchers" will be issued every year to reduce the cost of AI model research and development and training.

It is expected that in 2025, the technology giants will still maintain a high capital expenditure intensity, and it is recommended to pay full attention to the overseas and domestic computing power industry chain, including GPU, switch chips, optical modules, switches, temperature control, liquid cooling, connectors and other links.

STAR 100 ETF Fund (588220), OTC Connect (Class A: 019861; Category C: 019862; Class I: 022845).