芯片ETF（512760）盘中涨超1.6%，OpenAI新模型或催化算力存储需求

Group 1 - OpenAI's Sora 2 video model enhances the simulation of the physical world, leading to a significant increase in data volume and storage demand, which will further boost the need for AI infrastructure in computing and storage deployment [1] - Samsung and SK Hynix are set to supply HBM for the "Stargate" project, with a demand equivalent to 900,000 wafers per month, which is expected to squeeze the production capacity for PCs, mobile phones, and consumer electronics, potentially driving up storage prices [1] - The chip ETF (512760) tracks the China Semiconductor Index (990001), focusing on upstream companies in the semiconductor industry within the Chinese A-share market, reflecting investment opportunities in the context of domestic substitution and technological breakthroughs [1] Group 2 - The index constituents primarily cover semiconductor equipment and materials with high technical barriers and policy support, showcasing the investment opportunities in the self-controlled development process of China's semiconductor industry [1]