芯片ETF天弘（159310）业绩比较基准为中证芯片产业指数收益率，管理人为天弘基金管理有限公司， 基金经理为洪明华，成立（2024-04-18）以来回报为120.56%，近一个月回报为-0.37%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，芯片ETF天弘（159310）开盘涨2.76%，报2.268元。芯片ETF天弘（159310）重仓股方面，寒 武纪开盘涨2.22%，中芯国际涨1.86%，海光信息涨3.43%，北方华创涨1.45%，兆易创新涨2.82%，澜起 科技涨4.49%，中微公司涨1.62%，豪威集团涨1.20%，紫光国微涨1.49%，拓荆科技涨1.72%。 ...

Core Viewpoint - The Sci-Tech Chip ETF Fund (588290) opened with a gain of 2.37%, reaching a price of 2.545 yuan, indicating positive market sentiment towards the fund and its underlying assets [1] Group 1: Fund Performance - The fund's performance benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on September 30, 2022, the fund has achieved a return of 148.63% [1] - The fund's return over the past month is reported at 1.57% [1] Group 2: Major Holdings - Key stocks in the fund include: - SMIC (中芯国际) with a gain of 1.86% [1] - Haiguang Information (海光信息) up by 3.43% [1] - Cambricon (寒武纪) increasing by 2.22% [1] - Lattice Technology (澜起科技) rising by 4.49% [1] - Zhongwei Company (中微公司) up by 1.62% [1] - Tuojing Technology (拓荆科技) gaining 1.72% [1] - Chipone (芯原股份) increasing by 4.33% [1] - Hua Hong Semiconductor (华虹公司) up by 3.64% [1] - Hu Silicon Industry (沪硅产业) down by 0.77% [1] - East China Semiconductor (东芯股份) up by 1.29% [1]

Group 1 - The core viewpoint of the article highlights the performance of the Chip ETF Dongcai (159599), which opened with a gain of 1.92% at 2.235 yuan on February 9 [1] - The major holdings of the Chip ETF Dongcai include companies such as Cambricon, which rose by 2.22%, SMIC with a 1.86% increase, and Haiguang Information, which saw a 3.43% rise [1] - The performance benchmark for the Chip ETF Dongcai is the CSI Chip Industry Index return rate, managed by Dongcai Fund Management Co., with a return of 119.31% since its establishment on April 19, 2024, and a recent one-month return of -0.47% [1]

芯片ETF易方达（516350）业绩比较基准为中证芯片产业指数收益率，管理人为易方达基金管理有限公 司，基金经理为张湛，成立（2021-12-15）以来回报为27.56%，近一个月回报为-0.34%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 来源：新浪基金∞工作室 2月9日，芯片ETF易方达（516350）开盘涨1.96%，报1.301元。芯片ETF易方达（516350）重仓股方 面，寒武纪开盘涨2.22%，中芯国际涨1.86%，海光信息涨3.43%，北方华创涨1.45%，兆易创新涨 2.82%，澜起科技涨4.49%，中微公司涨1.62%，豪威集团涨1.20%，拓荆科技涨1.72%，紫光国微涨 1.49%。 ...

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].

Group 1 - The core viewpoint of the article highlights the performance of the Chip Leader ETF (516640), which opened down by 1.75% at 1.122 yuan on February 6 [1] - Major holdings in the Chip Leader ETF experienced declines, with notable drops including Cambrian (down 1.49%), SMIC (down 1.48%), and GigaDevice (down 2.43%) [1] - The ETF's performance benchmark is the CSI Chip Industry Index return, managed by Fortune Fund Management Co., Ltd., with a return of 14.35% since its inception on August 19, 2021, and a return of 2.83% over the past month [1]

Group 1 - The semiconductor ETF (159813) opened down 1.34% at 1.182 yuan on February 6 [1] - Major holdings in the semiconductor ETF experienced declines, including SMIC down 1.48%, Haiguang Information down 1.00%, and Cambrian down 1.49% [1] - The performance benchmark for the semiconductor ETF is the National Securities Semiconductor Chip Index return rate, managed by Penghua Fund Management Co., Ltd. [1] Group 2 - Since its establishment on April 17, 2020, the semiconductor ETF has returned 79.62%, with a return of 3.35% over the past month [1]

Group 1 - The semiconductor equipment ETF Huaxia (562590) rose by 0.37% to 1.899 yuan with a trading volume of 83.83 million yuan as of the midday close on February 6 [1] - Major holdings in the semiconductor equipment ETF include: - North Huachuang up 1.31% - Zhongwei Company down 0.26% - Tuojing Technology up 1.13% - Changchuan Technology down 0.42% - Hu Silicon Industry up 1.11% - Huahai Qingke up 0.52% - Zhongke Feicai up 1.50% - Nanda Guangdian up 0.72% - Anji Technology up 1.04% - Chip Source Micro up 0.01% [1] - The performance benchmark for the semiconductor equipment ETF is the CSI Semiconductor Materials and Equipment Theme Index return, managed by Huaxia Fund Management Co., Ltd. The fund manager is Dan Kuan Zhi, with a return of 88.71% since its establishment on October 9, 2023, and a return of 10.29% over the past month [1]

Core Viewpoint - The Sci-Tech Chip ETF (588200) opened with a decline of 1.60%, indicating a negative market sentiment towards the semiconductor sector on February 6 [1] Group 1: ETF Performance - The Sci-Tech Chip ETF (588200) opened at 2.525 yuan, reflecting a decrease of 1.60% [1] - Since its establishment on September 30, 2022, the ETF has achieved a return of 157.22% [1] - The ETF has recorded a return of 4.60% over the past month [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) down 1.48% [1] - Haiguang Information (海光信息) down 1.00% [1] - Cambricon (寒武纪) down 1.49% [1] - Lattice Semiconductor (澜起科技) down 1.87% [1] - Zhongwei Company (中微公司) down 1.23% [1] - Tuojing Technology (拓荆科技) down 0.37% [1] - Chipone (芯原股份) down 3.69% [1] - Hua Hong Semiconductor (华虹公司) down 1.90% [1] - Hu Silicon Industry (沪硅产业) unchanged [1] - Dongxin Co. (东芯股份) down 1.37% [1]

Group 1 - The core viewpoint of the article highlights the performance of the Southern Science and Technology Chip ETF (588890), which opened down by 1.13% at 2.892 yuan on February 5 [1] - Major holdings in the ETF experienced declines, with notable drops including: SMIC down 1.61%, Haiguang Information down 2.11%, and Cambrian down 1.68% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Southern Fund Management Co., Ltd. The fund manager is Li Jialiang [1] Group 2 - Since its establishment on April 15, 2024, the ETF has achieved a return of 192.73%, with a one-month return of 11.24% [1]