Workflow
连续两日获资金净流入,科创芯片ETF(588200)盘中成交额突破5亿元,机构:半导体产业竞争格局有望加速出清修复
2 1 Shi Ji Jing Ji Bao Dao·2025-05-08 02:48

Group 1 - The A-share market showed positive performance with all three major indices rising, particularly the ChiNext index which increased by over 1.1% [1] - The Sci-Tech Chip ETF (588200) experienced a decline of 0.75% but had a trading volume exceeding 500 million yuan, indicating active trading [1] - The Sci-Tech Chip ETF has seen a net inflow of over 680 million yuan over the past two days, reflecting strong investor interest [1] Group 2 - In 2024, unprofitable companies on the Sci-Tech Board achieved a record revenue of 174.48 billion yuan, marking a 24% year-on-year growth, surpassing the overall revenue growth of the sector [2] - The net losses of these unprofitable companies decreased significantly by 36%, totaling 13.64 billion yuan [2] - The semiconductor industry is expected to experience a comprehensive recovery by 2025, with improved competitive dynamics and profitability for related companies [2] - The HBM industry chain is anticipated to grow rapidly due to increased demand from advanced computing chips, while the storage chip sector is expected to recover as supply constraints ease and AI drives demand for various memory types [2]