A股再站上4000点！半导体领域突破持续，科创半导体ETF冲击6连阳，机构看好存储开启新一轮上行周期

Core Insights - The A-share market has reached above 4000 points, with the semiconductor sector continuing its upward trend, particularly driven by significant gains in stocks like Aisen Co., which rose over 12% [1] - Major breakthroughs in domestic semiconductor materials have been achieved, with Shiqin Co.'s semiconductor quartz materials certified by leading domestic wafer manufacturers, indicating progress in breaking foreign monopolies [1] - SK Hynix has unveiled a strategy for next-generation NAND storage products tailored for the AI industry, launching the AI-NAND (AIN) product line to meet customer demands [1] - Qualcomm has announced the release of AI processors to compete with AMD and NVIDIA, with the AI200 chip set to ship next year [1] - According to Industrial Securities, the storage industry is entering a new upward cycle, driven by the rapid growth in computing power demand from AI training and inference, which will boost future storage needs [1] - The semiconductor equipment and materials sector is seeing increased demand due to advancements in logic and storage technology [1] Industry and Company Summaries - The semiconductor-focused ChiNext ETF has seen a net inflow of 2.835 billion yuan over the past 20 days, with a 1.14% increase, including key stocks like Zhongwei Company (etching equipment) and Huahai Qingke (CMP equipment) [1] - The semiconductor materials ETF has also experienced a net inflow of 527 million yuan in the last 20 days, with a 0.74% increase, featuring major stocks such as Northern Huachuang (semiconductor equipment) and Hu Silicon Industry (silicon wafers) [2]