Group 1 - The semiconductor cycle is entering an upward phase, transitioning from "expectation repair" to "prosperity verification" [1] - This cycle is driven by AI computing demand, with high-end chips like GPU and HBM experiencing sustained growth, while traditional terminals like PCs, smartphones, and automobiles show moderate recovery [1] - The global semiconductor industry is in the early to mid-stage of a "growth acceleration period," with steady progress in technological autonomy and AI supply chain benefiting first [1] Group 2 - The semiconductor sector exhibits characteristics of "long bull and short bear" cycles, currently at the starting point of a new upward phase, with market turning points often leading fundamental changes [1] - Attention should be paid to the performance realization rhythm and valuation switching window post mid-year reports, while being cautious of external policy disruptions and local supply-demand mismatches [1] - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects listed companies involved in IC design, manufacturing, packaging, testing, and related materials to reflect the overall performance of the semiconductor industry chain [1]
集成电路ETF(159546)盘中涨超1.7%,半导体周期或进入上行阶段
Mei Ri Jing Ji Xin Wen·2025-08-07 05:47