集成电路ETF（159546）涨超1.8%，行业供需格局或持续改善

Core Insights - The AI wave is driving a surge in demand for computing power, significantly increasing the value in sectors such as servers, AI chips, optical chips, storage, and PCB boards [1] - Micron Technology anticipates that the DRAM market will remain extremely tight until 2026, with an exacerbation of supply-demand imbalance [1] Industry Overview - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects publicly traded companies involved in integrated circuit design, manufacturing, packaging, testing, and related materials and equipment [1] - The constituent stocks of the index possess high technological content and growth potential, effectively reflecting the development trends of China's integrated circuit industry [1]