Sou Hu Cai Jing·2025-09-29 06:45Group 1: ETF Performance - The Sci-Tech Chip ETF had a turnover rate of 8.39% during the trading session, with a transaction volume of 3.206 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 4.909 billion yuan, ranking first among comparable funds [3] - The ETF's scale increased by 4.168 billion yuan in the past week, achieving significant growth and ranking first in new scale among comparable funds [3] - The ETF's shares grew by 1.146 billion shares in the past week, also ranking first in new shares among comparable funds [3] - The ETF experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 1.186 billion yuan, totaling 2.770 billion yuan [3] Group 2: Historical Performance - As of September 26, the net value of the Sci-Tech Chip ETF has increased by 127.79% over the past two years, ranking 7th out of 2346 index equity funds, placing it in the top 0.30% [3] - Since its inception, the ETF's highest monthly return was 35.07%, with the longest consecutive monthly gains being four months and the longest cumulative gain being 36.01%, averaging a monthly return of 9.53% during rising months [3] Group 3: Key Holdings - As of August 29, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Chip Index include Cambricon, Haiguang Information, SMIC, Lattice Semiconductor, Zhongwei Company, Chipone, Dongxin Technology, Hu Silicon Industry, Amlogic, and Hengxuan Technology, collectively accounting for 62.02% of the index [3] Group 4: Industry Developments - On September 26, Moore Threads' IPO was approved, with the company focusing on full-function GPUs, being one of the few domestic companies that balance graphic rendering and AI computing, planning to raise 8 billion yuan for the development of a new generation of autonomous controllable chips [4] - Looking ahead to October, the industry layout is focused on areas of sustained high prosperity and turnaround challenges, particularly in AI and humanoid robot supply chains, with strong growth momentum expected due to increased computing power investments domestically and internationally [4]