Sou Hu Cai Jing·2025-09-04 03:44Group 1: ETF Performance - The Sci-Tech Chip ETF had an intraday turnover of 9.5%, with a transaction volume of 3.211 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 5.024 billion yuan, ranking first among comparable funds [3] - In the past two weeks, the Sci-Tech Chip ETF's scale increased by 4.258 billion yuan, achieving significant growth and ranking first among comparable funds [3] - The ETF's share increased by 357 million shares over the past week, indicating substantial growth [3] - In the last five trading days, the Sci-Tech Chip ETF attracted a total of 669 million yuan in inflows [3] - As of September 3, 2025, the net value of the Sci-Tech Chip ETF has risen by 82.08%, ranking 32nd out of 2,279 index equity funds, placing it in the top 1.40% [3] - The highest monthly return since inception was 35.07%, with the longest consecutive monthly increase being 4 months and a maximum increase of 36.01% [3] - The average monthly return during the rising months was 9.53% [3] Group 2: Key Stocks in the Index - The top ten weighted stocks in the Sci-Tech Chip Index include Cambricon, Haiguang Information, SMIC, and others, collectively accounting for 62.02% of the index [3] Group 3: AI Chip Development - The Shanghai Municipal Economic and Information Commission announced the 2025 "Artificial Intelligence+" action project, emphasizing the need to enhance intelligent computing power supply capabilities [4] - Support will be provided for the research and application of high-performance training, inference chips, and edge chips for artificial intelligence [4] - There is a strong demand for underlying computing power infrastructure due to the rapid development of artificial intelligence and the opening of inference scenarios [4] - Domestic computing power chip design manufacturers are expected to benefit significantly, while advanced wafer manufacturing and packaging companies are crucial for the AI industry chain [4] Group 4: Stock Performance - Notable stock declines include Haimi Information (-9.22%), Cambricon (-11.29%), and others, indicating volatility in the sector [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]