芯片板块午后集体拉升，科创芯片ETF富国（588810）盘中涨幅达3.53%

Group 1 - The semiconductor sector is experiencing a strong performance, with significant gains in various chip-related ETFs, including a 3.53% increase in the Kexin Chip ETF and a 3.25% rise in the Chip Leader ETF [1] - Nvidia is developing a new AI chip, the B30A, based on the Blackwell architecture, which is expected to outperform the H20 model, with testing deliveries planned to start in September [1] - The domestic semiconductor industry is accelerating its expansion in response to the urgent need for self-sufficiency, particularly due to the tightening of high-tech export controls by the U.S. against China [1] Group 2 - The Kexin Chip ETF closely tracks the Kexin Chip Index, focusing on chip companies in the Sci-Tech Innovation Board, which have higher elasticity and a significant proportion of core segments in chip design, semiconductor equipment, and materials [2] - Semiconductor equipment is a critical component of the upstream semiconductor industry chain and is one of the most urgent areas for domestic substitution, indicating a broad future development prospect [2]