智库报告国产芯片将迎大年，科创半导体ETF（588170）近三日日均净流入破四千万

Group 1 - The semiconductor materials and equipment theme index on the STAR Market fell by 0.4%, with mixed performance among constituent stocks, led by Helin Micro-Nano up 4.3% and Zhongke Feimeng down 1.72% [1] - The STAR Semiconductor ETF (588170) saw a trading volume turnover of 7.06% and a transaction value of 27.94 million yuan, with its latest scale reaching 397 million yuan, a three-month high [1] - The STAR Semiconductor ETF has experienced continuous net inflows over the past three days, with a maximum single-day net inflow of 118 million yuan, totaling 131 million yuan, averaging 43.63 million yuan in daily net inflow [1] Group 2 - A report from CITIC Think Tank indicates that as domestic computing power consumption rapidly increases, major cloud vendors will face computing power constraints when daily token consumption reaches 30 trillion tokens, and a gap will emerge at 60 trillion tokens [2] - Domestic chip production is expected to see significant growth this year as it enters mass production, leading to a notable increase in market concentration [2] - Guohai Securities expresses optimism about the AI computing power industry chain, highlighting growth opportunities in AI processors, computing power leasing, servers, liquid cooling, PCBs, optical modules, and AIDC due to the exponential growth in AI computing power demand [2] Group 3 - The Semiconductor Materials ETF (562590) and its linked funds focus on the upstream semiconductor sector, with semiconductor equipment (59%) and semiconductor materials (24%) being the primary components [3]