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科创芯片ETF(588200)午后涨近3%冲击6连涨，机构：电子及半导体行业呈现结构性机遇
Sou Hu Cai Jing·2025-08-18 05:53

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 7.28% and a transaction volume of 2.271 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 2.79 billion yuan, ranking first among comparable funds [3] - The ETF's net asset value increased by 87.07% over the past year, placing it first among comparable funds [3] - The ETF has seen a significant growth in scale, with an increase of 12.283 billion yuan over the past six months, also ranking first among comparable funds [3] - The ETF's share volume increased by 1.05 billion shares over the past three months, again ranking first among comparable funds [3] Group 2: Industry Trends - The trend towards self-sufficiency in computing chips is seen as inevitable, with security vulnerabilities in Nvidia chips accelerating the adaptation of domestic cloud vendors to domestic computing chips [3] - Domestic clients are expected to weigh their purchasing decisions regarding Nvidia H20 chips, with a long-term focus on domestic computing chip systems such as Huawei Ascend, Cambricon, and Haiguang Information [3] - The electronic and semiconductor industry is experiencing structural opportunities, with Apple focusing on building a domestic semiconductor supply chain through its American Manufacturing Plan (AMP) [4] - The probability of traditional consumer electronics assembly returning to the U.S. is low, which may benefit the development of China's electronic manufacturing industry [4] Group 3: Key Stocks in the Chip Index - The top ten weighted stocks in the Sci-Tech Board Chip Index account for 57.59% of the index, including companies like Cambricon, SMIC, and Haiguang Information [4] - Notable stock performances include SMIC with a 1.97% increase and Cambricon with a 4.47% increase, while Haiguang Information saw a slight decline of 0.26% [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]