AI基础设施需求持续增长，科创芯片ETF(588200)近23日累计“吸金”27.08亿元

Group 1: ETF Performance - The Sci-Tech Chip ETF had a turnover rate of 5.7% during the trading session, with a transaction volume of 1.81 billion yuan [3] - Over the past two weeks, the ETF's scale increased by 580 million yuan, ranking first among comparable funds [3] - In the last month, the ETF's share increased by 1.371 billion shares, also ranking first among comparable funds [3] - In the last 23 trading days, there were net inflows on 16 days, totaling 2.708 billion yuan [3] - As of July 31, the ETF's net value rose by 60.91% over the past year, ranking first among comparable funds [3] - The ETF's highest single-month return since inception was 25.18%, with the longest consecutive monthly increase being 4 months and an average monthly return of 8.19% [3] Group 2: Industry Insights - Ping An Securities noted that the smart driving SoC chip industry is accelerating its upgrade, presenting historic development opportunities for domestic suppliers [3] - Domestic chip companies with independent IP development capabilities and automotive-grade mass production experience are expected to dominate the mid-to-high-end smart driving chip market [3] - Guosen Securities indicated that the U.S. AI action plan may further restrict semiconductor exports, promoting self-sufficiency in domestic manufacturing, equipment, and materials [4] - Google raised its annual capital expenditure to 85 billion USD, driven by the growing demand for AI infrastructure [4] - As of July 31, 2025, the top ten weighted stocks in the Sci-Tech Chip Index accounted for 57.59% of the index, including companies like Cambricon, SMIC, and Haiguang Information [4]