Xin Lang Cai Jing·2025-08-28 02:40Core Viewpoint - The semiconductor sector in the Shanghai Stock Exchange's Sci-Tech Innovation Board is experiencing significant growth, with key stocks and ETFs showing strong performance and increasing investor interest [1][4]. Group 1: Market Performance - The Sci-Tech Innovation Board Chip Index rose by 3.44% as of August 28, 2025, with notable increases in stocks such as SMIC (8.36%) and Loongson Technology (8.21) [1]. - The Sci-Tech Chip ETF (588200) increased by 3.51%, with a weekly cumulative rise of 11.65% as of August 27, 2025 [1][4]. - The ETF recorded a turnover rate of 5.36% and a transaction volume of 1.872 billion yuan, leading in average daily trading volume among comparable funds [4]. Group 2: Fund Growth Metrics - The Sci-Tech Chip ETF saw a significant scale increase of 2.946 billion yuan over the past week, ranking first among comparable funds [4]. - The ETF's share count grew by 3.654 billion shares in the last six months, also leading in this category [4]. - Over the past year, the ETF's net value surged by 133.87%, placing it in the top 0.64% of index equity funds [4]. Group 3: Key Stocks and Weightings - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.59% of the index, with notable companies including Cambricon, SMIC, and Haiguang Information [4][7]. - The performance of individual stocks includes Cambricon (4.81%), Haiguang Information (1.35%), and others, indicating a diverse range of growth within the sector [7]. Group 4: Policy and Innovation - The State Council issued opinions to enhance the "Artificial Intelligence +" initiative, focusing on strengthening intelligent computing power and supporting innovation in AI chips [5]. - CITIC Securities reported the release of DeepSeek-V3.1, which utilizes a hybrid reasoning architecture and is expected to boost demand for domestic computing power [5].