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国产AI训练芯片逐步对标国际巨头，科创芯片ETF(588200)早盘冲高涨近1%
Sou Hu Cai Jing·2025-09-22 02:17

Group 1: ETF Performance - The Sci-Tech Chip ETF had a turnover rate of 2.91% and a transaction volume of 9.66 billion yuan on September 19 [3] - Over the past month, the average daily transaction volume of the Sci-Tech Chip ETF reached 43.93 billion yuan, ranking first among comparable funds [3] - In the past week, the Sci-Tech Chip ETF's scale increased by 7.71 billion yuan, also ranking first among comparable funds [3] - The ETF's share increased by 7.305 billion shares over the past year, marking significant growth and ranking first among comparable funds [3] - As of September 19, the net value of the Sci-Tech Chip ETF has risen by 106.79% over the past two years, placing it in the top 0.90% among 2,321 index equity funds [3] - The highest monthly return since inception was 35.07%, with the longest consecutive monthly increase being 4 months and a maximum increase of 36.01% [3] Group 2: Key Stocks in the Index - The top ten weighted stocks in the Sci-Tech Chip Index include Cambricon, Haiguang Information, SMIC, and others, collectively accounting for 62.02% of the index [3] Group 3: Industry Developments - On September 16, Tencent Cloud announced full adaptation to mainstream domestic chips, enhancing its AI computing power strategy [4] - Alibaba's self-developed PPU chip was unveiled, showing performance metrics close to Nvidia's H20 and superior to A800, indicating the rise of domestic AI chips [4] - Huawei revealed a detailed three-year roadmap for its Ascend chips at the Huawei Connect conference, aiming to compete with international giants [4] - The AI wave has significantly increased demand for computing power, boosting the value of servers, AI chips, optical chips, memory, and PCBs [4] - Broadcom's AI revenue grew by 63% year-on-year in Q3 2025, with expectations for further acceleration in Q4 [4] - Global semiconductor equipment shipments reached 33.07 billion dollars in Q2 2025, a 24% year-on-year increase, driven by advanced logic processes and increased shipments in Asia [4]