20cm速递｜科创芯片ETF国泰（589100）涨超3.2%，行业技术升级与国产替代双轮驱动

Group 1 - The electronic and semiconductor industry is experiencing positive trends driven by new technologies such as AI, with significant growth in automotive electronics, new energy, IoT, big data, and artificial intelligence [1] - The urgency for semiconductor supply chain security and self-sufficiency has been highlighted by US-China trade tensions, leading to increased government support for domestic semiconductor manufacturing through policies, tax incentives, and talent development [1] - According to Wind data, global semiconductor sales are projected to increase by 19.60% year-on-year by June 2025, while TSMC's revenue is expected to rise by 25.77% year-on-year in July 2025, indicating strong industry demand [1] Group 2 - The Guotai ETF (589100) tracks the Sci-Tech Chip Index (000685), which includes 50 stocks from the Sci-Tech Board that represent the entire semiconductor industry chain, reflecting the overall performance of China's semiconductor sector [1] - Investors without stock accounts can consider Guotai's Shanghai Stock Exchange Sci-Tech Board Chip ETF Initiation Link A (024853) and Link C (024854) [1]