芯片ETF（512760）盘中涨超6.1%，行业需求与政策共振推动上行

Group 1 - The electronic and semiconductor industry is experiencing significant growth driven by new technologies such as AI, with Alibaba's Q2 CAPEX increasing by 220% year-on-year, exceeding market expectations, indicating a surge in demand for computing power [1] - The ongoing push for domestic semiconductor production in China is highlighted by the U.S.-China trade tensions, emphasizing the importance of supply chain security and self-sufficiency, leading to accelerated development in domestic wafer manufacturing and supporting industries [1] - The penetration rates in automotive electronics, new energy, IoT, big data, and artificial intelligence are providing crucial growth momentum for the semiconductor sector [1] Group 2 - The Chip ETF (512760) tracks the China Semiconductor Chip Index (990001), focusing on the core semiconductor industry chain and selecting listed companies involved in semiconductor materials, equipment, and applications, with a maximum of 40 constituent stocks [1] - This index reflects the development status of the upstream segments of the Chinese semiconductor industry, characterized by high technical barriers and policy support, effectively representing the overall performance of listed companies related to semiconductor chips [1] - Investors without stock accounts can consider the Guotai CES Semiconductor Chip Industry ETF Connect A (008281) and Guotai CES Semiconductor Chip Industry ETF Connect C (008282) [1]