Sou Hu Cai Jing·2025-08-04 02:49Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 2.28% and a transaction volume of 715 million yuan [3] - Over the past month, the Sci-Tech Chip ETF has seen a scale increase of 3.075 billion yuan, ranking first among comparable funds [3] - The ETF's net asset value has increased by 57.65% over the past year, placing it first among comparable funds [3] Group 2: Semiconductor Market Insights - In May 2025, global semiconductor sales reached 58.98 billion USD, a year-on-year increase of 27.0% [4] - China's semiconductor sales in May 2025 were 17.08 billion USD, reflecting a year-on-year growth of 20.5% [4] - The recovery of H20's sales to China is expected to alleviate supply pressures in the computing chip sector, benefiting the entire AI industry chain [4] Group 3: Key Stocks in the Sci-Tech Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.59% of the index, with notable companies including Cambricon, SMIC, and Haiguang Information [4] - Among these, SMIC has a weight of 10.22% and a price increase of 2.24% [6] - Haiguang Information shows a price increase of 4.05% with a weight of 10.15% [6]