互连芯片龙头澜起科技业绩有望创历史新高！科创人工智能ETF华夏(589010)盘中温和上涨！

Group 1 - The core viewpoint of the news highlights the performance of the Huaxia Sci-Tech AI ETF (589010), which has seen a slight increase of 0.30% and maintains an upward trend, with component stocks showing mixed results [1] - Among the component stocks, Stone Technology leads with a rise of 9.00%, while companies like Weisheng Information and Cambrian Technology also saw gains exceeding 2%, while Chipone Technology experienced a decline of 3.58% [1] - The liquidity of the ETF remains robust, with a turnover rate of 10.19% and a total transaction volume exceeding 8.6 million, indicating a high-frequency trading style [1] Group 2 - Lanke Technology, a leader in interconnect chips, announced an earnings forecast on July 13, projecting a revenue of approximately 2.633 billion for the first half of 2025, representing a year-on-year growth of about 58.17% [1] - The company expects a net profit attributable to shareholders of between 1.1 billion and 1.2 billion, reflecting a year-on-year increase of 85.50% to 102.36% [1] - The growth in Lanke Technology's performance is attributed to the evolving trends in the AI industry, with significant increases in the shipment volume of DDR5 memory interface and module supporting chips, as well as a higher proportion of second and third-generation RCD chip shipments [1] Group 3 - Huaxi Securities notes that the overseas computing power industry chain is forming a positive feedback loop characterized by "lowering technology iteration costs - application promotion - explosive demand for inference - growth in token numbers - accelerated iteration of data growth models" [1] - In the medium to long term, AI applications are still in the early stages, and the optical module industry, as a foundational component for expanding computing power clusters, continues to possess high growth potential [1] Group 4 - The Huaxia Sci-Tech AI ETF closely tracks the Shanghai Stock Exchange Sci-Tech AI Index, covering high-quality enterprises across the entire industry chain, benefiting from high R&D investment and policy support [2] - The ETF's 20% price fluctuation limit and the elasticity of small and mid-cap stocks help capture the "singularity moment" of the AI industry [2]