华为麒麟芯片时隔四年强势回归，科创半导体ETF（588170）逆市飘红！

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment theme index increased by 0.27%, with notable gains from Tianyue Advanced (3.51%), Mingzhi Technology (2.18%), Helin Micro-Nano (2.11%), Huaxing Yuanchuang (1.59%), and Naike Equipment (1.31%) [1] - The Sci-Tech Semiconductor ETF (588170) also rose by 0.27%, with a latest price of 1.13 yuan, and a trading volume of 28.77 million yuan, indicating a turnover rate of 5.44% [1] - Over the past two weeks, the Sci-Tech Semiconductor ETF's scale increased by 119 million yuan, reaching a new high of 465 million shares, the highest in three months [1] Group 2 - Huawei's Executive Director and Terminal BG Chairman Yu Chengdong announced the launch of the Mate XTs foldable smartphone, featuring the Kirin 9020 chip and HarmonyOS 5.0, marking the first public display of Huawei's Kirin chip in four years [1] - Guolian Securities emphasizes the urgency of domestic semiconductor self-sufficiency and suggests focusing on the domestic replacement industry chain, as well as the innovation cycle in consumer electronics, which is expected to boost sales of AI hardware products [2] - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment theme index, focusing on semiconductor equipment (59%) and materials (25%), which are critical areas for domestic replacement [2]