AI算力需求旺盛！芯片ETF（159995）上涨1.91%，兆易创新上涨7.78%

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.42% in early trading on September 12, 2023 [1] - The semiconductor sector showed strong performance, with the Chip ETF (159995) rising by 1.91%, and notable increases in constituent stocks such as Zhaoyi Innovation (up 7.78%) and Cambricon Technologies (up 4.04%) [1] - Global semiconductor sales are projected to grow by 20.6% year-on-year by July 2025, marking 21 consecutive months of year-on-year growth, with a month-on-month increase of 3.6% [1] Group 2 - According to Zhongyuan Securities, there is a structural differentiation in downstream demand, with consumer demand gradually recovering and strong demand for AI computing hardware infrastructure [1] - The semiconductor industry is currently in an upward cycle, with AI being a significant driving force for growth in the semiconductor sector [1] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share semiconductor industry across various segments including materials, equipment, design, manufacturing, packaging, and testing [1]