最新资金净流入1.22亿元，科创芯片ETF(588200)整固蓄势，机构：AI需求持续强劲，半导体将迎来旺季期

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index decreased by 0.21% as of July 25, 2025, with mixed performance among constituent stocks [1] - Aojie Technology led the gains with an increase of 6.52%, while Ruichuang Weina experienced the largest decline [1] - The Sci-Tech Chip ETF (588200) underwent a downward adjustment [1] Group 2 - The Sci-Tech Chip ETF had a turnover rate of 2.99% and a transaction volume of 946 million yuan during the trading session [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF was 2.382 billion yuan, ranking first among comparable funds [3] - The ETF's scale increased by 165 million yuan in the past week, also ranking first among comparable funds [3] - The ETF saw a net inflow of 122 million yuan recently, with 8 out of the last 10 trading days showing net inflows totaling 1.457 billion yuan [3] - The leveraged funds have been actively investing, with a net purchase of 13.21 million yuan in financing this month and a latest financing balance of 1.732 billion yuan [3] - The net value of the Sci-Tech Chip ETF increased by 62.90% over the past year, ranking first among comparable funds [3] Group 3 - Guosen Securities noted a high level of prosperity in the semiconductor industry, driven by strong AI demand and a moderate recovery in non-AI demand [4] - TSMC's Q2 2025 revenue exceeded expectations, raising its annual revenue growth forecast to around 30%, indicating a positive industry outlook [4] - The approval of H20 chip exports to China by the U.S. is expected to benefit domestic computing infrastructure construction [4] - The semiconductor sector is anticipated to enter a peak season in Q3, with recommendations to focus on design sectors such as storage, foundry SoC, ASIC, and CIS performance elasticity [4] Group 4 - As of June 30, 2025, the top ten weighted stocks in the Sci-Tech Chip Index accounted for 57.76% of the index, including companies like SMIC, Haiguang Information, and Cambrian [4] - The performance of individual stocks varied, with notable movements in stocks like Hu Silicon Industry and Hengxuan Technology [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]