Sou Hu Cai Jing·2025-08-28 05:51Group 1: Semiconductor Industry Performance - The China Securities Semiconductor Industry Index (931865) surged by 5.16% as of August 28, 2025, with key stocks like Shanghai Xinyang (300236) up 14.70% and SMIC (688981) up 14.63% [3] - The Semiconductor Industry ETF (159582) increased by 4.93%, with a latest price of 1.9 yuan, and has seen a cumulative increase of 10.93% over the past week [3] - The trading volume for the Semiconductor Industry ETF was active, with a turnover rate of 19.17% and a transaction value of 40.64 million yuan [3] Group 2: Chip Sector Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index (000685) rose by 5.19%, with notable gains from SMIC (688981) and Fudan Microelectronics (688385) [6] - The BoShi Sci-Tech Chip ETF (588990) increased by 5.83%, reaching a price of 2.29 yuan, and has shown an 11.11% increase over the past week [6] - The trading activity for the BoShi Sci-Tech Chip ETF was robust, with a turnover rate of 24.88% and a transaction value of 76.01 million yuan [6] Group 3: New Materials Sector - The Shanghai Stock Exchange Sci-Tech Innovation Board New Materials Index (000689) saw a modest increase of 1.02%, with stocks like Zhongfu Shenying (688295) rising by 8.90% [9] - The Sci-Tech New Materials ETF (588010) rose by 1.09%, with a latest price of 0.74 yuan, and has shown a slight increase of 0.41% over the past week [9] - The trading volume for the Sci-Tech New Materials ETF was also active, with a turnover rate of 8.6% and a transaction value of 26.09 million yuan [9] Group 4: Nvidia's Financial Performance - Nvidia reported Q2 FY2026 revenue of $46.74 billion and net profit of $26.42 billion, both exceeding market expectations, although data center revenue of $41 billion was slightly below expectations [10] - Following the earnings report, Nvidia's stock fell over 5% in after-hours trading, indicating cautious market sentiment regarding future growth [10] - Nvidia announced an additional $60 billion stock buyback and expects Q3 revenue to be around $54 billion, with market expectations at $53.46 billion [10] Group 5: Market Sentiment and ETF Performance - The Nasdaq Golden Dragon China Index fell by 2.58%, reflecting decreased risk appetite among investors for Chinese stocks amid market volatility [10] - The Semiconductor Industry ETF has shown a net inflow of 13.47 million yuan over the past five trading days, with a one-year net value increase of 86.12% [14] - The BoShi Sci-Tech Chip ETF has also seen significant inflows, totaling 84.47 million yuan over the past five trading days, with a one-year net value increase of 129.82% [19]