国产芯片热度攀升，半导体材料ETF、半导体产业ETF、半导体设备ETF、科创半导体ETF涨超6%

Market Performance - The three major A-share indices collectively rose in early trading, with the Shanghai Composite Index up 0.45% at 3893.95 points, the Shenzhen Component Index up 0.79%, and the ChiNext Index up 0.49% [1] - The North Star 50 Index increased by 1.05%, and the Sci-Tech 50 Index surged by 3.4%, reaching a new high since the end of 2021 [1] - The total trading volume in the Shanghai and Shenzhen markets reached 172.03 billion yuan, an increase of 158.4 billion yuan from the previous day, with over 2700 stocks rising [1] Semiconductor Sector - The domestic chip sector is gaining momentum, with semiconductor stocks performing strongly; Huicheng Co. and Ruixin Micro both hit the daily limit, and the market capitalization of SMIC surpassed 1 trillion yuan [1] - The photolithography machine concept stocks continued to rise, with Yongxin Optical achieving two consecutive limits and Wavelength Optoelectronics hitting a new high during trading [1] - Various semiconductor ETFs, including those focused on semiconductor materials and equipment, saw gains exceeding 6% [1] Huawei's AI Developments - At the Huawei Connect 2025 event, Huawei's rotating chairman Xu Zhijun emphasized the importance of computing power for AI, stating it is crucial for China's AI development [2] - Huawei plans to launch multiple Ascend chips over the next three years, including the Ascend 950PR in Q1 2026 and the Ascend 970 in Q4 2028 [2] - The TaiShan 950 SuperPoD, the world's first universal computing super node, is set to be released in Q1 2026, featuring a maximum of 16 nodes and 48 TB of memory [2] Domestic AI Chip Market - The Chinese domestic AI chip market is becoming increasingly popular, with major tech companies like Alibaba and Baidu ramping up their procurement of domestic computing power [3] - In Q2 2025, the semiconductor sector's revenue reached 170.02 billion yuan, a year-on-year increase of 15.2% and a quarter-on-quarter increase of 14.4%, marking a historical high for quarterly revenue [3][4] - The net profit attributable to shareholders in Q2 2025 was 14.83 billion yuan, up 30.9% year-on-year and 58.8% quarter-on-quarter, indicating a recovery trend in profitability [4] Industry Outlook - The semiconductor sector is experiencing a recovery, with 83.2% of the 163 semiconductor companies reporting year-on-year revenue growth in Q2 2025 [4] - The ongoing global AI wave is driving exponential demand for computing power, with domestic AI chip technologies expected to see significant growth due to geopolitical factors and supply chain stability [4]