本土AI芯片供应链自主化进程有望加速，科创芯片ETF(588200)最新资金净流入1.22亿元

Group 1: Liquidity and Performance of Sci-Tech Chip ETF - The Sci-Tech Chip ETF had an intraday turnover of 1.64% and a transaction volume of 407 million yuan [1] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF reached 2.229 billion yuan, ranking first among comparable funds [1] - In the past month, the Sci-Tech Chip ETF's scale increased by 837 million yuan, achieving significant growth and ranking first among comparable funds [1] - The latest share count of the Sci-Tech Chip ETF reached 16.444 billion shares, a new high for the year, also ranking first among comparable funds [1] - The latest net inflow of funds into the Sci-Tech Chip ETF was 122 million yuan [1] Group 2: Leverage and Major Holdings - Leveraged funds continue to invest in the Sci-Tech Chip ETF, with a net financing purchase amount of 4.9409 million yuan this month and a latest financing balance of 1.408 billion yuan [1] - As of April 30, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Board Chip Index include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 58.53% of the index [1] Group 3: Domestic AI Chip Market Outlook - With the ongoing import restrictions on H20 chips, domestic AI chip suppliers are expected to accelerate the process of supply chain autonomy and expand their market share under policy support [2] - According to TrendForce, the proportion of externally sourced chips in China's AI Server market is projected to decrease from approximately 63% in 2024 to about 42% in 2025, while domestic chip suppliers are expected to increase their share to 40% by 2025 [2] - Investors without stock accounts can consider the Sci-Tech Chip ETF linked fund (017470) to gain exposure to domestic chip investment opportunities [2]