算力产业链迎风口！科创芯片ETF(588200)近21日“吸金”9.12亿元，机构：当前半导体周期仍处于上行通道

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index experienced a slight decline of 0.08% as of August 5, 2025, with mixed performance among constituent stocks [1] - The leading gainers included Sitaiwei with an increase of 3.28%, Huahong with 3.22%, and Nanchip Technology with 2.46%, while Dongxin and others faced declines [1] - The Sci-Tech Chip ETF (588200) underwent a downward adjustment [1] Group 2 - The Sci-Tech Chip ETF recorded a turnover rate of 2.21% and a transaction volume of 690 million yuan during the trading session [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF reached 2.434 billion yuan, ranking first among comparable funds [3] - The ETF's scale increased by 430 million yuan in the past two weeks, also leading among comparable funds [3] - In terms of shares, the ETF saw an increase of 66.3 million shares in the past month, again ranking first among comparable funds [3] - The ETF experienced net inflows of 912 million yuan over 13 out of the last 21 trading days [3] - The latest margin trading amount for the ETF reached 120 million yuan, with a margin balance of 1.515 billion yuan [3] - As of August 4, 2025, the ETF's net value increased by 65.39% over the past year, ranking first among comparable funds [3] - The ETF achieved a maximum monthly return of 25.18% since its inception, with the longest consecutive monthly gain of 4 months and an average monthly return of 8.19% [3] Group 3 - The Shanghai Municipal Communications Administration announced a special action plan for high-quality development of computing power infrastructure, aiming to enhance the AI industry cluster in Shanghai [4] - CITIC Securities released an investment strategy for the semiconductor sector, indicating that the current semiconductor cycle is still on an upward trend, driven by strong AI demand [4] - The report highlighted that domestic semiconductor manufacturers are expected to benefit significantly from the ongoing development of the AI industry [4] - The top ten weighted stocks in the Sci-Tech Chip Index accounted for 57.59% of the index, with notable companies including Cambricon, SMIC, and Haiguang [4][6] Group 4 - The table of stock performance shows various companies with their respective price changes and weightings, indicating the market dynamics within the semiconductor sector [6] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [6]