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）和业绩稳的方向。　　2、科创50权重有调整：寒武纪被动降到10%。这是因为科创50规则要求单只样本股权重不超10%、前五大合计不超40%。　　按估算，跟踪科创50的基金，规模约1890亿元，可能要减持约100亿元市值的寒武纪，这会给股价带来短期流动性压力。　　历史上中芯国际也因权重调整短期波动后回升，这次大概率是科创50内部的资金再平衡。　　对长期投资者来说，指数基金的价值在跟踪指数整体，不用太

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