{"id":33628,"date":"2026-09-16T08:00:00","date_gmt":"2026-09-16T00:00:00","guid":{"rendered":"https:\/\/www.franchise.com.hk\/%e8%a7%a3%e9%8e%96%e4%ba%9e%e5%a4%aa%e5%8d%8a%e5%b0%8e%e9%ab%94%e7%93%b6%e9%a0%b8%e7%92%b0%e7%af%80%e6%a9%9f%e9%81%87%ef%bc%9a%e5%8d%97%e6%96%b9%e6%9d%b1%e8%8b%b1solactive%e4%ba%9e%e6%b4%b2ai%e7%93%b6\/33628"},"modified":"2026-09-16T08:00:00","modified_gmt":"2026-09-16T00:00:00","slug":"%e8%a7%a3%e9%8e%96%e4%ba%9e%e5%a4%aa%e5%8d%8a%e5%b0%8e%e9%ab%94%e7%93%b6%e9%a0%b8%e7%92%b0%e7%af%80%e6%a9%9f%e9%81%87%ef%bc%9a%e5%8d%97%e6%96%b9%e6%9d%b1%e8%8b%b1solactive%e4%ba%9e%e6%b4%b2ai%e7%93%b6","status":"publish","type":"post","link":"https:\/\/www.franchise.com.hk\/en\/%e8%a7%a3%e9%8e%96%e4%ba%9e%e5%a4%aa%e5%8d%8a%e5%b0%8e%e9%ab%94%e7%93%b6%e9%a0%b8%e7%92%b0%e7%af%80%e6%a9%9f%e9%81%87%ef%bc%9a%e5%8d%97%e6%96%b9%e6%9d%b1%e8%8b%b1solactive%e4%ba%9e%e6%b4%b2ai%e7%93%b6\/33628","title":{"rendered":"\u89e3\u9396\u4e9e\u592a\u534a\u5c0e\u9ad4\u74f6\u9838\u74b0\u7bc0\u6a5f\u9047\uff1a\u5357\u65b9\u6771\u82f1Solactive\u4e9e\u6d32AI\u74f6\u9838\u6307\u6578ETF\u5c07\u65bc\u660e\u65e5\u767b\u9678\u6e2f\u4ea4\u6240"},"content":{"rendered":"<p><span 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target=\"_blank\" rel=\"noopener\"><\/a><br \/><span>\u5357\u65b9\u6771\u82f1Solactive\u4e9e\u6d32AI\u74f6\u9838\u6307\u6578ETF<\/span><\/p>\n<\/div>\n<p>3499.HK \u70ba\u6295\u8cc7\u8005\u63d0\u4f9b\u805a\u7126\u4e9e\u592a\u534a\u5c0e\u9ad4\u74f6\u9838\u74b0\u7bc0\u9f8d\u982d\u4f01\u696d\u7684\u6295\u8cc7\u6a5f\u6703\uff0c\u4e3b\u8981\u6295\u8cc7\u65bc\u4e2d\u570b\u53f0\u7063\u3001\u97d3\u570b\u53ca\u65e5\u672c\u4e0a\u5e02\u7684\u80a1\u7968\u3002ETF \u540d\u7a31\u4e2d\u7684\u300c\u74f6\u9838\u300d\u6307\u7684\u662f\u6307\u6578\u6240\u4ee3\u8868\u7684\u3001\u8655\u65bc AI \u57fa\u790e\u8a2d\u65bd\u4f9b\u61c9\u93c8\u95dc\u9375\u74f6\u9838\u74b0\u7bc0\u7684\u516c\u53f8\u3002\u70ba\u5be6\u73fe\u5357\u65b9\u6771\u82f1 Solactive \u4e9e\u6d32 AI \u74f6\u9838\u6307\u6578 ETF \u7684\u6295\u8cc7\u76ee\u6a19\uff0c\u8a72 ETF 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\u786c\u4ef6\u751f\u614b\u7cfb\u7d71\u7684\u6230\u7565\u91cd\u8981\u6027\uff0c\u4ea6\u9ad4\u73fe\u5728\u5176\u4e3b\u8981\u4f01\u696d\u7684\u4e3b\u5c0e\u5e02\u5834\u5730\u4f4d\u4e0a\u3002\u4f8b\u5982\uff0c\u65bc2026\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0cSK\u6d77\u529b\u58eb\u7d04\u4f54\u5168\u7403 HBM \u5e02\u5834\u7684 58%\uff0c\u800c\u4e09\u661f\u96fb\u5b50\u5247\u4f54\u7d04 21%[1]\u3002\u5728\u5148\u9032\u6676\u5713\u4ee3\u5de5\u88fd\u9020\u65b9\u9762\uff0c\u53f0\u7a4d\u96fb\u65bc2025\u5e74\u7d04\u4f54\u5168\u7403\u5e02\u5834\u7684 70%[2]\u3002\u6307\u6578\u76f4\u63a5\u6db5\u84cb\u4e0a\u8ff0\u9818\u5148\u4f01\u696d\u3002\u622a\u81f32026\u5e749\u67088\u65e5\uff0c\u4e09\u661f\u96fb\u5b50\u3001\u53f0\u7a4d\u96fb\u53ca SK\u6d77\u529b\u58eb\u70ba\u6307\u6578\u524d\u4e09\u5927\u6210\u4efd\u80a1\uff0c\u6b0a\u91cd\u5206\u5225\u70ba 21.0%\u300118.6% \u53ca 16.4%[3]\u3002\u9664\u524d\u4e09\u5927\u6210\u4efd\u80a1\u5916\uff0c\u5176\u4ed6\u4e3b\u8981\u6210\u4efd\u80a1\u5305\u62ec\u806f\u767c\u79d1\u3001\u611b\u5fb7\u842c\u6e2c\u8a66\u3001\u6771\u4eac\u96fb\u5b50\u3001\u93a7\u4fe0\u3001\u65e5\u7acb\u3001\u53f0\u9054\u96fb\u5b50\u53ca\u6751\u7530\u88fd\u4f5c\u6240[3]\uff0c\u9032\u4e00\u6b65\u7a81\u986f\u8a72 ETF \u5c0d\u4e9e\u6d32 AI \u7b97\u529b\u4f9b\u61c9\u93c8\u74f6\u9838\u74b0\u7bc0\u9f8d\u982d\u4f01\u696d\u7684\u914d\u7f6e\u7279\u8272\u30023499.HK \u5728\u4e2d\u570b\u53f0\u7063\u3001\u97d3\u570b\u53ca\u65e5\u672c\u4e4b\u9593\u5177\u5099\u5747\u8861\u7684\u5730\u5340\u914d\u7f6e\uff0c\u5730\u5340\u655e\u53e3\u5206\u5225\u7d04\u70ba 43%\u300137% \u53ca 20%[3]\u3002\u900f\u904e\u8a72 ETF\uff0c\u9999\u6e2f\u6295\u8cc7\u8005\u53ef\u4fbf\u6377\u5730\u53c3\u8207\u5168\u7403 AI \u57fa\u790e\u8a2d\u65bd\u50f9\u503c\u93c8\u4e2d\u4e00\u500b\u5177\u5dee\u7570\u5316\u7684\u7d30\u5206\u9818\u57df\u3002<\/p>\n<p>\u8a72\u6307\u6578\uff08\u6de8\u7e3d\u56de\u5831\u7248\u672c\uff09\u65b9\u6cd5\u900f\u660e\u4e14\u6309\u65e2\u5b9a\u898f\u5247\u904b\u4f5c\uff0c\u65e8\u5728\u8b58\u5225\u65bc\u4e2d\u570b\u53f0\u7063\u3001\u97d3\u570b\u53ca\u65e5\u672c\u4e0a\u5e02\u7684 AI \u57fa\u790e\u8a2d\u65bd\u53ca\u534a\u5c0e\u9ad4\u4f9b\u61c9\u93c8\u74f6\u9838\u74b0\u7bc0\u76f8\u95dc\u516c\u53f8\u3002\u8a72\u6307\u6578\u5f9e Solactive GBS \u5168\u7403\u5e02\u5834\u5168\u5e02\u503c\u7f8e\u5143\u8a08\u50f9\u6307\u6578\u4e2d\u9078\u53d6\u6700\u591a 30 \u96bb\u7b26\u5408\u689d\u4ef6\u7684\u8b49\u5238\uff0c\u4e26\u6309\u81ea\u7531\u6d41\u901a\u5e02\u503c\u52a0\u6b0a\uff0c\u55ae\u4e00\u6210\u4efd\u80a1\u6b0a\u91cd\u4e0a\u9650\u70ba 20%\u3002\u8a72\u65b9\u6cd5\u65e8\u5728\u517c\u9867\u4e3b\u984c\u805a\u7126\u8207\u7d44\u5408\u5206\u6563\uff0c\u8b93\u6295\u8cc7\u8005\u5728\u628a\u63e1\u4e9e\u6d32 AI \u786c\u4ef6\u74f6\u9838\u74b0\u7bc0\u6295\u8cc7\u6a5f\u9047\u7684\u540c\u6642\uff0c\u6709\u52a9\u964d\u4f4e\u96c6\u4e2d\u5ea6\u98a8\u96aa\u3002\u6307\u6578\u65bc\u6bcf\u5e74 2 \u6708\u30015 \u6708\u30018 \u6708\u53ca 11 \u6708\u7684\u6700\u5f8c\u4e00\u500b\u4ea4\u6613\u65e5\u6309\u5b63\u5ea6\u9032\u884c\u518d\u5e73\u8861\uff0c\u4e14\u4e0d\u6703\u56e0\u77ed\u671f\u5e02\u5834\u60c5\u7dd2\u4f5c\u51fa\u81e8\u6642\u8abf\u6574\u3002<\/p>\n<p>\u5357\u65b9\u6771\u82f1\u884c\u653f\u7e3d\u88c1\u4e01\u6668\u5973\u58eb\u8868\u793a\uff1a\u300c\u6211\u5011\u76f8\u4fe1\uff0c\u4e9e\u6d32 AI \u7b97\u529b\u4f9b\u61c9\u93c8\u4e2d\u7684\u74f6\u9838\u74b0\u7bc0\u4ecd\u5177\u91cd\u8981\u6230\u7565\u50f9\u503c\uff0c\u5176\u7a00\u7f3a\u5c6c\u6027\u3001\u7d50\u69cb\u6027\u9700\u6c42\u589e\u9577\u53ca\u6301\u7e8c\u4f9b\u61c9\u9650\u5236\uff0c\u5747\u70ba\u76f8\u95dc\u9818\u57df\u63d0\u4f9b\u6709\u529b\u652f\u6490\u3002\u5357\u65b9\u6771\u82f1 Solactive \u4e9e\u6d32 AI \u74f6\u9838\u6307\u6578 ETF \u7684\u63a8\u51fa\uff0c\u6a19\u8a8c\u8457\u6211\u5011\u5728\u9023\u63a5\u9999\u6e2f\u6295\u8cc7\u8005\u8207\u4e9e\u6d32 AI \u57fa\u790e\u8a2d\u65bd\u50f9\u503c\u93c8\u4e2d\u9019\u4e00\u9ad8\u5ea6\u5c08\u696d\u5316\u7d30\u5206\u9818\u57df\u65b9\u9762\u9081\u51fa\u91cd\u8981\u4e00\u6b65\u3002\u5357\u65b9\u6771\u82f1\u5c07\u7e7c\u7e8c\u81f4\u529b\u65bc\u5c07\u8907\u96dc\u4e14\u5feb\u901f\u6f14\u8b8a\u7684\u5168\u7403\u6295\u8cc7\u4e3b\u984c\u8f49\u5316\u70ba\u9999\u6e2f\u6295\u8cc7\u8005\u53ef\u4fbf\u6377\u53c3\u8207\u7684 ETF \u89e3\u6c7a\u65b9\u6848\u3002\u300d<\/p>\n<div>\n<p class=\"prnml4\"><span class=\"prnews_span\">[1] \u8cc7\u6599\u4f86\u6e90: Counterpoint Research, &#8220;Global DRAM and HBM Market Share: Quarterly&#8221;\uff0c\u67e5\u95b1\u65e5\u671f\uff1a2026\u5e749\u670810\u65e5\uff0chttps:\/\/counterpointresearch.com\/en\/insights\/global-dram-and-hbm-market-share<\/span><\/p>\n<p class=\"prnml4\"><span class=\"prnews_span\">[2] \u8cc7\u6599\u4f86\u6e90: TrendForce News, &#8220;China&#8217;s No.3 Foundry Nexchip to Hike Prices 10% from June, Following SMIC, Hua Hong&#8221;, \u67e5\u95b1\u65e5\u671f\uff1a2026\u5e749\u670810\u65e5\uff0c https:\/\/www.trendforce.com\/news\/2026\/03\/13\/news-chinas-no-3-foundry-nexchip-to-hike-prices-10-from-june-following-smic-as-mature-node-supply-tightens\/<\/span><\/p>\n<p class=\"prnml4\"><span class=\"prnews_span\">[3] \u8cc7\u6599\u4f86\u6e90: Solactive \u6307\u6578<\/span><\/p>\n<\/div>\n<p>\u95dc\u65bc\u5357\u65b9\u6771\u82f1<\/p>\n<p>\u5357\u65b9\u6771\u82f1\u8cc7\u7522\u7ba1\u7406\u516c\u53f8\u662f\u9999\u6e2f\u6700\u5927\u7684 ETF\/ETP \u767c\u884c\u5546* \u3002<span>\u622a\u81f3 2026 \u5e74 8\u6708 31\u65e5\uff0c\u5357\u65b9\u6771\u82f1\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u70ba 343 \u5104\u7f8e\u5143\uff08\u7d04\u5408 2694 \u5104\u6e2f\u5143\uff09\u3002\u5f97\u76ca\u65bc\u6210\u719f\u7684 ETF \/ETP \u751f\u614b\u7cfb\u7d71\uff0c\u5357\u65b9\u6771\u82f1\u65bc\u9999\u6e2f\u8207\u65b0\u52a0\u5761\u5169\u5730\u7ba1\u740671 \u96bb ETF\/ETP \u548c 5 \u96bb\u4e92\u60e0\u57fa\u91d1**<\/span>\u30022026 \u5e74\uff0c\u9999\u6e2f\u6210\u4ea4\u6700\u6d3b\u8e8d\u7684 10 \u96bb ETF\/ETP \u7576\u4e2d\u67097\u96bb\u7531\u5357\u65b9\u6771\u82f1\u7ba1\u7406***\u3002<\/p>\n<div>\n<p class=\"prnml4\"><span class=\"prnews_span\">* \u8cc7\u6599\u4f86\u6e90\uff1a\u5f6d\u535a\uff0c\u6e2f\u4ea4\u6240\uff0c\u5357\u65b9\u6771\u82f1\uff0c\u622a\u81f3 2026 \u5e748\u6708 31\u65e5\u3002\u57fa\u65bc\u9999\u6e2f\u4e0a\u5e02 \u7684 ETF\uff08\u542b\u69d3\u687f\u53ca\u53cd\u5411\u7522\u54c1\uff09\u6240\u6709\u985e\u5225\u7684\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u7e3d\u548c\uff0c\u4e0d\u5305\u542b\u591a\u91cd\u4e0a\u5e02 \u7684 ETF\u3002<\/span><\/p>\n<p class=\"prnml4\"><span class=\"prnews_span\">** \u8cc7\u6599\u4f86\u6e90\uff1a\u9999\u6e2f\u4ea4\u6613\u6240\u3001\u5f6d\u535a\u3001\u5357\u65b9\u6771\u82f1\uff0c\u622a\u81f3 2026 \u5e74 8\u6708 31\u65e5\u3002<\/span><\/p>\n<p class=\"prnml4\"><span class=\"prnews_span\">*** \u8cc7\u6599\u4f86\u6e90\uff1a\u5f6d\u535a\uff0c2026 \u5e74 1 \u6708 1 \u65e5\u81f3 2026 \u5e74 8 \u6708 31 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\u8cc7\u6599\u4f86\u6e90: Counterpoint Research, &#8220;Global DRAM and HBM Market Share: Quarterly&#8221;\uff0c\u67e5\u95b1\u65e5\u671f\uff1a2026\u5e749\u670810\u65e5\uff0chttps:\/\/counterpointresearch.com\/en\/insights\/global-dram-and-hbm-market-share [2] \u8cc7\u6599\u4f86\u6e90: TrendForce News, &#8220;China&#8217;s No.3 Foundry Nexchip to Hike Prices 10% from June, Following SMIC, Hua Hong&#8221;, \u67e5\u95b1\u65e5\u671f\uff1a2026\u5e749\u670810\u65e5\uff0c https:\/\/www.trendforce.com\/news\/2026\/03\/13\/news-chinas-no-3-foundry-nexchip-to-hike-prices-10-from-june-following-smic-as-mature-node-supply-tightens\/ [3] \u8cc7\u6599\u4f86\u6e90: Solactive \u6307\u6578 \u95dc\u65bc\u5357\u65b9\u6771\u82f1 \u5357\u65b9\u6771\u82f1\u8cc7\u7522\u7ba1\u7406\u516c\u53f8\u662f\u9999\u6e2f\u6700\u5927\u7684 ETF\/ETP \u767c\u884c\u5546* \u3002\u622a\u81f3 2026 \u5e74 8\u6708 31\u65e5\uff0c\u5357\u65b9\u6771\u82f1\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u70ba 343 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\u67e5\u95b1\u65e5\u671f\uff1a2026\u5e749\u670810\u65e5\uff0c https:\/\/www.trendforce.com\/news\/2026\/03\/13\/news-chinas-no-3-foundry-nexchip-to-hike-prices-10-from-june-following-smic-as-mature-node-supply-tightens\/ [3] \u8cc7\u6599\u4f86\u6e90: Solactive \u6307\u6578 \u95dc\u65bc\u5357\u65b9\u6771\u82f1 \u5357\u65b9\u6771\u82f1\u8cc7\u7522\u7ba1\u7406\u516c\u53f8\u662f\u9999\u6e2f\u6700\u5927\u7684 ETF\/ETP \u767c\u884c\u5546* \u3002\u622a\u81f3 2026 \u5e74 8\u6708 31\u65e5\uff0c\u5357\u65b9\u6771\u82f1\u8cc7\u7522\u7ba1\u7406\u898f\u6a21\u70ba 343 \u5104\u7f8e\u5143\uff08\u7d04\u5408 2694 \u5104\u6e2f\u5143\uff09\u3002\u5f97\u76ca\u65bc\u6210\u719f\u7684 ETF \/ETP \u751f\u614b\u7cfb\u7d71\uff0c\u5357\u65b9\u6771\u82f1\u65bc\u9999\u6e2f\u8207\u65b0\u52a0\u5761\u5169\u5730\u7ba1\u740671 \u96bb ETF\/ETP \u548c 5 \u96bb\u4e92\u60e0\u57fa\u91d1**\u30022026 \u5e74\uff0c\u9999\u6e2f\u6210\u4ea4\u6700\u6d3b\u8e8d\u7684 10 \u96bb ETF\/ETP 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