公报明确提出“科技自立自强”居首，科创芯片ETF(588200)盘中上涨2.45%

Group 1: ETF Performance - The Sci-Tech Chip ETF experienced a turnover of 3.18% with a transaction volume of 1.299 billion yuan [3] - Over the past week, the ETF's scale increased by 1.41 billion yuan, ranking first among comparable funds [3] - The ETF's shares grew by 11.1 million, also ranking first among comparable funds [3] - The latest net inflow of funds into the ETF was 465 million yuan, with a total of 2.459 billion yuan net inflow over the last 10 trading days [3] - As of October 23, the ETF's net value has risen by 130.81% over the past three years, placing it in the top 1.05% among 1,897 index equity funds [3] Group 2: Stock Performance - The top ten weighted stocks in the Sci-Tech Chip Index include companies like Haiguang Information, Langqi Technology, and SMIC, collectively accounting for 59.69% of the index [3] - Notable stock performances include: - SMIC: +1.85% with a weight of 10.22% - Haiguang Information: +1.87% with a weight of 10.15% - Langqi Technology: +5.19% with a weight of 8.01% [6] Group 3: Market Trends - Major memory suppliers like Samsung Electronics and SK Hynix are expected to raise prices of DRAM and NAND products by up to 30% in Q4, driven by increased demand for AI-related storage chips [4] - The 14th Five-Year Plan emphasizes high-quality development and technological self-reliance, aiming to enhance original innovation and tackle key core technology challenges [4] - Rising upstream resource costs and tightening supply are leading to increased production costs, resulting in a price surge across storage products for servers, mobile phones, and PCs [4]