嘉实全球产业升级A(017730)
动态评分： 5.78分
投资组合
| 报告日期 | 代码 | 名称 | 类型 | 金额(万元) | 占期初比 |
| 2024-12-31 | MU | 美光科技 | 买入 | 17389.3 | 227.78% |
| 2024-12-31 | AMD | 超威半导体 | 买入 | 16107.8 | 211% |
| 2024-12-31 | NVDA | 英伟达 | 买入 | 15556.4 | 203.78% |
| 2024-12-31 | ASML | 阿斯麦 | 买入 | 13628.7 | 178.52% |
| 2024-12-31 | SNPS | 新思科技 | 买入 | 10820.6 | 141.74% |
| 2024-12-31 | MRVL | 迈威尔科技 | 买入 | 9892.6 | 129.58% |
| 2024-12-31 | TSM | 台积电 | 买入 | 9889.2 | 129.54% |
| 2024-12-31 | MPWR | Monolithic Power Systems Inc | 买入 | 9464.29 | 123.97% |
| 2024-12-31 | AVGO | 博通 | 买入 | 9408.49 | 123.24% |
| 2024-12-31 | QCOM | 高通 | 买入 | 8283.02 | 108.5% |
| 2024-12-31 | TXN | 德州仪器 | 买入 | 8278.57 | 108.44% |
| 2024-12-31 | AMKR | 艾马克技术 | 买入 | 7012.92 | 91.86% |
| 2024-12-31 | 002463 CH | WUS Printed Circuit Kunshan Co Ltd | 买入 | 6951.48 | 91.06% |
| 2024-12-31 | LRCX | 拉姆研究 | 买入 | 6814.13 | 89.26% |
| 2024-12-31 | 688052 CH | Suzhou Novosense Microelectronics Co Ltd | 买入 | 6400.51 | 83.84% |
| 2024-12-31 | 688361 CH | Skyverse Technology Co Ltd | 买入 | 6049.22 | 79.24% |
| 2024-12-31 | 688372 CH | Shanghai V-Test Semiconductor Tech. Co Ltd | 买入 | 5696.65 | 74.62% |
| 2024-12-31 | 688153 CH | Vanchip Tianjin Technology Co Ltd | 买入 | 5644.08 | 73.93% |
| 2024-12-31 | TER | 泰瑞达 | 买入 | 4853.18 | 63.57% |
| 2024-12-31 | 688012 CH | Advanced Micro- Fabrication Equipment Inc China | 买入 | 4822.19 | 63.17% |
公告&资料
