科技巨头纷纷入局自研AI芯片！芯片ETF上涨1.14%，澜起科技涨4.90%

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.13%, driven by gains in sectors such as telecommunications, computer hardware, and communication equipment, while precious metals and fertilizers experienced declines [1] - The Chip ETF (159995) rose by 1.14%, with notable increases in constituent stocks such as Lianqi Technology (up 4.90%), Haiguang Information (up 4.25%), and Unisoc (up 2.44%) [1] - OpenAI has significantly raised its cash burn forecast to $115 billion by 2029 and is expected to release its first self-developed AI chip in collaboration with Broadcom next year [1] Group 2 - Google is accelerating the deployment of its self-developed Tensor Processing Units (TPUs) into third-party data centers, having partnered with London-based cloud service provider Fluidstack, and is in talks with several other cloud service providers that primarily use NVIDIA GPUs [1] - According to招商证券, the rise of self-developed AI chips indicates a shift in the AI infrastructure industry from a "single GPU supply constraint" to a "diversified custom chip solution," suggesting a transition in investment logic from hardware monopoly to ecological competition [1] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [2]