“寒王”主动降温！今年狂“吸金”60亿的科创AIETF(588790)探底回升

Core Viewpoint - The semiconductor sector experienced a broad pullback following a significant surge, with specific stocks like Hengxuan Technology and Cambricon seeing notable declines, while the Sci-Tech AI ETF showed resilience despite the downturn [1] Group 1: Market Performance - The semiconductor sector saw a decline, with Hengxuan Technology dropping by 5.67% and Cambricon falling by 4.46% [1] - The Sci-Tech AI ETF (588790) initially faced a 3% drop but narrowed it to 1.15%, indicating a healthy correction after a cumulative increase of 70% from April 8 to August 29 [1] Group 2: Company Updates - Cambricon issued a stock trading risk warning due to potential supply chain stability risks [1] - Dongxin Technology has been suspended from trading for up to three days due to severe stock price fluctuations [1] Group 3: Industry Insights - SMIC and Hua Hong Semiconductor reported Q2 2025 results exceeding guidance, with SMIC's revenue increasing by 22% year-on-year and net profit rising by 35.6% [1] - SMIC anticipates continued inventory replenishment through Q3, reflecting a robust semiconductor industry outlook [1] - The "AI+" policy implementation is leading to breakthroughs in domestic AI models and improvements in the performance of domestic AI chips and switching chips, suggesting ongoing development in the chip sector [1] Group 4: ETF Details - The Sci-Tech AI ETF (588790) covers the entire AI industry chain, with a 47.8% weight in semiconductors, and Cambricon accounting for 18.31% of the ETF [1] - The ETF saw a net inflow of 7.58 billion yuan in a single day, with a total net inflow of 61.19 billion yuan for the year, bringing its latest scale to 90.08 billion yuan, maintaining the top position among similar indices [1]