华安基金科创板ETF周报：AI算力需求持续印证，科创芯片指数涨7.94%

Group 1: Industry Trends and Developments - The semiconductor equipment and materials sector in the Sci-Tech Innovation Board is experiencing rapid growth, with local manufacturers enhancing their competitiveness and gradually reshaping the global industry landscape [1] - The current environment is favorable for financing, with the expansion of Sci-Tech bonds and the rise of ETFs providing low-interest financing channels, particularly benefiting small and medium-sized tech enterprises [2] - The hard technology sector is entering a critical phase of domestic substitution, with significant breakthroughs in chips and innovative drugs, supported by both policy and capital [2] Group 2: Market Performance - The overall performance of the Sci-Tech Innovation Board has been positive, with the Sci-Tech 50 Index rising by 5.48%, the Sci-Tech Information Index by 6.95%, and the Sci-Tech Chip Index by 7.94% over the past week [3] - Year-to-date returns for major indices are as follows: Sci-Tech 50 at 35.54%, Sci-Tech Information at 41.32%, and Sci-Tech Chip at 50.55% [4] Group 3: Sector Insights - The new generation information technology sector, particularly the electronic chip industry, is seeing strong performance driven by AI computing demand and domestic substitution processes [5] - The high-end equipment manufacturing sector is gaining traction, with increased interest in humanoid robots and significant orders being signed, indicating a potential breakthrough in market penetration [6] - The pharmaceutical sector is benefiting from supportive policies aimed at upgrading healthcare facilities, leading to increased demand for diagnostic consumables and surgical instruments [6]