折价超1%，科创芯片ETF指数(588920)大涨5.5%！

Group 1 - Cambricon's Q2 revenue increased by 4425% year-on-year to 1.769 billion yuan, with a record high net profit margin of 38.57%, indicating growth potential driven by the large-scale application of the Siyuan 590 chip in model training and other fields [1] - The penetration rate of liquid cooling technology is expected to rise from 5% to 35-50%, with cold plate technology dominating the market, as Chinese manufacturers leverage price advantages to expand secondary pipeline supply, driven by high-performance chip demand [1] - South Asia's CCL series has increased prices by 8%, with AI driving demand for high-speed copper-clad laminates, leading to overseas breakthroughs for companies like Shengyi Technology [1] Group 2 - Huachuang Securities highlights that the surge in AI computing power demand is accelerating the iteration of advanced packaging technology, with TSMC's CoWoS platform achieving ultra-high-density interconnection through 2.5D packaging, becoming a mainstream configuration for AI chips from companies like NVIDIA and AMD [2] - Huajin Securities focuses on the synergy between the storage industry chain and advanced packaging, noting that companies with dual capabilities are strengthening their market competitiveness in embedded storage and enterprise-level storage through main control chip design and wafer-level packaging technologies in the AI era [2] - Related products include the Sci-Tech Chip ETF Index (588920), Semiconductor ETF (159813), Big Data ETF (159739), Intelligent Connected Vehicle ETF (159872), and Robotics ETF (159278) [2]