2 1 Shi Ji Jing Ji Bao Dao·2025-06-05 02:40Core Viewpoint - The A-share market shows volatility with the Sci-Tech Chip Index experiencing a slight increase, indicating ongoing interest and investment in the semiconductor sector [1] Group 1: Market Performance - The Sci-Tech Chip Index rose by 0.54% as of the report, reflecting positive market sentiment [1] - The Sci-Tech Chip ETF (588200) also increased by 0.54%, with a trading volume exceeding 310 million yuan [1] Group 2: Fund Flows - The Sci-Tech Chip ETF (588200) saw a net inflow of over 760 million yuan yesterday, indicating strong investor interest [2] - The latest circulation size of the Sci-Tech Chip ETF is 25.664 billion yuan, with a total of 17.215 billion shares in circulation [2] Group 3: Industry Insights - Continuous investment in AI infrastructure by major companies is driving growth in the computing power industry chain [2] - The demand for semiconductors is expected to rise as companies like Tesla and xAI continue to purchase chips from major suppliers such as Nvidia and AMD [2] - The introduction of new products in the AI sector and ongoing chip development in consumer electronics are anticipated to benefit the industry [2] Group 4: Technological Developments - Broadcom's new Tomahawk6 switch chip has started delivery, with strong customer demand noted [3] - The Tomahawk6 chip significantly enhances performance, supporting the deployment of million-XPU clusters, which aligns with long-term trends in network speed upgrades and computing cluster expansion [3] - The launch of the co-packaged optical technology (CPO) version of Tomahawk6 is expected to accelerate the maturity of CPO solutions, benefiting manufacturers involved in high-speed data communication modules and DCI interconnects [3]