Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-03 05:33Core Viewpoint - The semiconductor industry is experiencing mixed performance, with fluctuations in stock prices and significant investments from major companies like NVIDIA into local firms in South Korea [3][4]. Group 1: Market Performance - As of November 3, 2025, the CSI Semiconductor Industry Index decreased by 1.72%, with individual stocks showing varied performance [3]. - Notable gainers included Jing Sheng Co. (+2.43%), Kangqiang Electronics (+2.00%), and Aisen Co. (+1.78%), while Huafeng Measurement Control led the decline at -5.22% [3]. - The Semiconductor Industry ETF (159582) fell by 1.92%, with a latest price of 2.09 yuan, but had a cumulative increase of 4.15% over the past two weeks, ranking in the top half among comparable funds [3]. Group 2: Investment and Fund Flow - The Semiconductor Industry ETF reached a new high in scale at 425 million yuan and a new high in shares at 200 million [4]. - The ETF has seen continuous net inflows over the past three days, with a maximum single-day net inflow of 32.31 million yuan, totaling 45.81 million yuan and an average daily net inflow of 15.27 million yuan [4]. Group 3: Industry Developments - The global memory chip market is experiencing price increases, with major players like Samsung and SK Hynix announcing contract price hikes of up to 30% for DRAM and 5%-10% for NAND flash in Q4 [4]. - There is an optimistic outlook for the acceleration of domestic equipment production in the semiconductor sector [4]. - The CSI Semiconductor Industry Index includes up to 40 companies involved in semiconductor materials, equipment, and applications, with the top ten stocks accounting for 78.04% of the index [4].