芯片股强势拉升，科创芯片ETF国泰（589100）涨超1%，20cm标的领涨芯片类ETF

Group 1 - The Shanghai Composite Index turned positive during the trading session, with AI hardware and software concept stocks rising, and the Guotai Semiconductor ETF (589100) increasing by over 1%, leading the chip-related ETFs [1] - According to Huafu Securities, the global semiconductor equipment market is expected to grow by 10% year-on-year in 2024, reaching a historical high of $117.1 billion in annual sales. Domestic investment in semiconductor equipment is projected to increase by 35% year-on-year, reaching $49.6 billion [1] - Domestic semiconductor equipment manufacturers and material companies have developed a rich product line, with continuous improvement in technological advancement, indicating that localization replacement is likely to accelerate [1] Group 2 - The Guotai Semiconductor ETF (589100) tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index (000685.SH), which selects securities related to semiconductor materials and equipment, chip design, manufacturing, packaging, and testing from listed companies on the Science and Technology Innovation Board [1] - It is noteworthy that this ETF has a 20% limit on daily price fluctuations, providing greater volatility potential [1]