芯片板块全天走强，芯片ETF易方达（516350）标的指数涨超4%

Group 1 - The domestic computing power concept, including AI computing power, ASIC chips, and MCU chips, has seen a significant surge today, leading to a strong performance in the chip sector, with the CSI Chip Industry Index rising by 4.4%, the CSI Semiconductor Materials and Equipment Theme Index increasing by 1.8%, and the CSI Cloud Computing and Big Data Theme Index up by 1.3% [1][5][8] - According to Guotou Securities, domestic computing power is experiencing new changes from both the supply and demand sides. On the supply side, domestic computing power chips, represented by Huawei's Ascend, are continuously iterating and steadily improving in performance, providing support for the domestic AI industry [1][3] - On the demand side, major domestic internet companies are gradually adapting to domestic chips, which is expected to lead to sustained growth in capital expenditure, thereby supporting the domestic computing power industry [1][3] Group 2 - The CSI Chip Industry Index consists of 50 stocks involved in chip design, manufacturing, packaging, testing, semiconductor materials, and semiconductor production equipment, focusing on the core hardware aspects of future computing [3] - The CSI Semiconductor Materials and Equipment Theme Index is composed of 40 stocks related to semiconductor materials and equipment, emphasizing the hardware foundation for future computing [5]