每经AI快讯，科创50日内跌幅达1.01%，成分股中，寒武纪跌12.57%，盛科通信跌4.62%，生益电子跌 4.39%，海光信息跌2.85%。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，寒武纪-U跌超10%，成交额超100亿元。摩尔线程、沐曦股份跌超4％。 ...

Group 1 - The semiconductor ETF Southern (159325) opened with a gain of 0.79%, priced at 1.660 yuan [1] - Key holdings in the semiconductor ETF include: Cambrian rising by 1.05%, SMIC by 1.39%, Haiguang Information by 1.94%, Northern Huachuang by 1.05%, Zhaoyi Innovation by 3.75%, Lanke Technology by 3.86%, Zhongwei Company by 2.41%, OmniVision by 1.49%, Tuojing Technology by 2.02%, and Unisoc by 1.65% [1] - The performance benchmark for the semiconductor ETF is the CSI Semiconductor Industry Selected Index return, managed by Southern Fund Management Co., Ltd. [1] Group 2 - Since its establishment on October 31, 2024, the fund has achieved a return of 63.66%, with a monthly return of 9.52% [1]

编辑：七三 2月3日早盘，寒武纪股价持续走低。截至 10:29 ，跌幅扩大至10%，总市值回落至5000亿下方。 ...

编辑：七三 2月3日早盘，寒武纪股价持续走低。截至 10:29 ，跌幅扩大至10%，总市值回落至5000亿下方。 ...

格隆汇2月3日｜寒武纪盘中大幅跳水，现跌逾9%，总市值回落至4800亿元下方；摩尔线程、沐曦股份 跌超3%。 ...

每经AI快讯，2月3日，寒武纪盘中大幅跳水，股价一度跌近8%，总市值回落到5000亿下方，摩尔线 程、沐曦股份跌超3%。 ...

Group 1 - The core point of the news is that Cambricon Technologies experienced a decline of 5.15% in stock price, reaching 1178.00 CNY per share, with a trading volume of 6.053 billion CNY and a turnover rate of 1.20%, resulting in a total market capitalization of 496.745 billion CNY [1] - Cambricon Technologies, established on March 15, 2016, and listed on July 20, 2020, is based in Haidian District, Beijing, and specializes in the research, design, and sales of artificial intelligence core chips for various cloud servers, edge computing devices, and terminal equipment [1] - The company's main business revenue composition is as follows: cloud products account for 99.62%, other (supplementary) 0.32%, edge products 0.05%, and IP licensing and software 0.00% [1] Group 2 - From the perspective of fund holdings, one fund under Shangzheng Fund has a significant position in Cambricon Technologies, with the Shangzheng CSI A500 Index Fund A (023399) holding 370 shares, representing 1.2% of the fund's net value, making it the ninth largest holding [2] - The Shangzheng CSI A500 Index Fund A (023399) was established on September 24, 2025, with a latest scale of 34.3512 million CNY, and has achieved a year-to-date return of 1.69%, ranking 3192 out of 5562 in its category [2] - The fund managers, Li Rui and Wang Fei, have different tenures and performance metrics, with Li Rui having a tenure of 351 days and a best return of 61.09%, while Wang Fei has a tenure of 191 days with a best return of 7.29% [2]

Group 1 - The core viewpoint of the article highlights the performance of the Kexin Chip ETF Boshi (588990), which opened with a gain of 0.81% at 2.749 yuan [1] - The top holdings of the Kexin Chip ETF include companies such as SMIC, Haiguang Information, and Cambrian, with respective opening gains of 1.39%, 1.94%, and 1.05% [1] - The fund's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Boshi Fund Management Co., Ltd., with a return of 172.45% since its inception on August 8, 2024, and a monthly return of 12.11% [1]

Group 1 - The core viewpoint of the news highlights the significant increase in the domestic semiconductor equipment localization rate, which rose from 25% in 2025 to 35% in 2026, with core equipment like etching machines and thin film deposition equipment exceeding 40% localization, surpassing market expectations [1][17][19] - The newly launched Kexin Chip ETF by Huabao Fund saw a net inflow of 1.053 billion yuan over three consecutive trading days from January 29 to February 2, 2026, with an estimated total scale reaching 1.308 billion yuan by February 2 [1][3][18] - The Kexin Chip ETF tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, which consists of 50 companies involved in semiconductor materials and equipment, chip design, manufacturing, packaging, and testing [1][3][18] Group 2 - The Chinese government emphasizes the importance of the semiconductor industry as a strategic focus for future economic development, aiming for decisive breakthroughs in key technologies across various sectors, including integrated circuits and advanced materials [2][17] - TrendForce data indicates that the high-end AI chip market in China is expected to grow by over 60% by 2026, with domestic AI chip manufacturers potentially increasing their market share to around 50% [2][17] - The Shanghai Stock Exchange Science and Technology Innovation Board Chip Index focuses on upstream and midstream sectors of the chip industry, with nearly 80% of its components in chip design and semiconductor materials and equipment [19][20] Group 3 - The top ten weighted stocks in the Kexin Chip Index include major players like SMIC, Haiguang Information, and Cambricon, with respective weightings of 10.36%, 10.05%, and 9.45% [6][22] - The Kexin Chip Index has shown strong long-term performance, with an annualized return of 17.93% from December 31, 2019, to December 31, 2025, outperforming similar indices [23][24] - The overall net profit of the Kexin Chip Index constituents surged by 94.22% in the first three quarters of 2025, leading among comparable indices [10][23]