ETF收评 | 寒武纪“20CM”涨停引爆半导体板块，科创芯片ETF富国涨4%

Market Performance - The Shanghai Composite Index rose by 0.5%, marking a four-day consecutive increase to reach a new high for the year [1] - The Shenzhen Component Index increased by 0.53%, while the ChiNext Index surged by 1.24%, achieving a nine-month high [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1,905.2 billion yuan, an increase of 55.3 billion yuan compared to the previous day [1] Sector Performance - Over 2,000 stocks in the market experienced gains, with a notable resurgence in AI hardware and a strong performance across the semiconductor industry chain [1] - Cambrian Technology saw a 20% limit-up, reaching a new high, while the stablecoin concept surged in the late trading session [1] - The rare earth, PEEK materials, and military information technology sectors collectively experienced a pullback [1] ETF Movements - The Cambrian "20CM" limit-up triggered a rally in the semiconductor industry chain, with the Sci-Tech Chip ETFs from various funds, including Fortune and Guotai, rising by 4.37%, 3.71%, and 3.58% respectively [1] - AI hardware stocks also saw significant gains, with the Huafu Fund's AI ETF and Guotai's Communication ETF increasing by 3.54% and 3.33% respectively [1] - Conversely, the rare earth sector faced a decline, with the Rare Metal ETF and the E Fund Rare Earth ETF both dropping by 2% [1] - Hong Kong internet stocks experienced a pullback, with the Hang Seng Internet ETF and the Hang Seng Internet Technology ETF falling by 1.9% and 1.85% respectively [1]