Cambricon(SH:688256) Xin Lang Cai Jing·2025-09-05 07:10Group 1 - The recent market adjustment for Cambrian has seen a nearly 20% drop, but it has rebounded with a 4.1% increase in the Sci-Tech 50 ETF as of September 5, 2025 [1] - The Sci-Tech 50 Index has shown strong performance from several component stocks, including Tianyue Advanced and Aters, which hit the daily limit up of 20%, indicating a recovery in the semiconductor sector [1] - Positive news in the chip industry includes Nvidia's plan to replace materials in its CoWoS substrate with silicon carbide by 2027, which has contributed to the rise of related stocks [1] Group 2 - The Sci-Tech 50 ETF reflects a strong "hard technology" characteristic, with over 60% weight in the semiconductor industry, suggesting high elasticity and potential for excess returns in bullish markets [2] - The Chip ETF tracks the performance of companies involved in various aspects of the chip industry, including design, manufacturing, and testing, with the top ten weighted stocks including Cambrian and SMIC [2]