芯片ETF（512760）盘中涨超1.5%，行业需求天花板和景气斜率有望提升

Group 1 - The semiconductor cycle is entering an upward phase, transitioning from "expectation repair" to "prosperity verification" [1] - The semiconductor index experienced over-adjustment due to profit and tariff disturbances in the first half of the year, but is now recovering with mid-year performance [1] - The current demand for high-end chips like GPU and HBM is being driven by AI computing needs, leading to structural prosperity in core segments of the industry [1] Group 2 - The global semiconductor industry is in the early to mid-stages of a "growth acceleration period," with steady progress in technological self-sufficiency [1] - The electronic industry is becoming one of the main lines driven by dual forces in the context of "global technology collaboration" [1] - The Chip ETF (512760) tracks the China Semiconductor Index (990001), which selects high-tech and high-growth potential companies across the semiconductor industry chain [1]