AI持续驱动高阶发展！芯片ETF上涨0.16%，景嘉微上涨2.77%

Group 1 - The A-share market showed mixed performance on August 5, with the Shanghai Composite Index rising by 0.48%, driven by gains in sectors such as steel, real estate, and comprehensive industries, while computer and pharmaceutical sectors faced declines [1] - Chip technology stocks performed well, with the Chip ETF (159995.SZ) increasing by 0.16% and notable gains in constituent stocks such as Jingjia Micro, which rose by 2.77%, and others like Lanke Technology and Cambrian, which saw increases of 1.14% and 1.12% respectively [1] - AI is significantly driving the growth of semiconductor value in data center servers, projected to reach approximately $500 billion by 2030, primarily due to the surge in demand for silicon chips for storage, processing, and interconnectivity [1] Group 2 - The semiconductor wafer quantity for servers is expected to exceed 20 million pieces by 2030, indicating a robust growth trajectory in the semiconductor industry [1] - The demand driven by AI is reshaping the semiconductor industry's value distribution, impacting various sectors including equipment, manufacturing, materials, and packaging, with China benefiting as a major electronic information manufacturing country [1] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including major players like SMIC and Cambrian [2]