Group 1 - The semiconductor and AI computing sectors are experiencing significant gains, with notable increases in stock prices for companies such as North Huachuang and Zhongwei Company, which rose by 2.56% and 4.96% respectively, and others like Tuojing Technology, which surged by 5.10% [1] - The Cloud Computing ETF (159890) increased by 2.04%, while the Semiconductor Equipment ETF (561980) rose by 3.54%, indicating strong investor interest with a net inflow of over 340 million yuan in the last 10 trading days [1][2] - The policy environment continues to favor technological innovation, with support for unprofitable companies to enter the capital market, which is expected to accelerate the listing process for semiconductor giants by 2025 [3] Group 2 - The Semiconductor Equipment ETF (561980) tracks the CSI Semiconductor Index, which has approximately 70% exposure to semiconductor equipment and materials, focusing on key areas of technological advancement [3] - The CSI Semiconductor Index has shown a remarkable increase of 480.37% from January 1, 2019, to October 23, 2025, making it the top performer among mainstream semiconductor indices [4] - Major companies in the ETF's top holdings include Zhongwei Company, North Huachuang, and others, which are pivotal in the semiconductor equipment, materials, and integrated circuit design and manufacturing sectors [3]
芯片、AI算力持续拉升,半导体设备ETF(561980)、云计算ETF(159890)联袂走强