AI需求推高存储芯片市场，科创芯片ETF博时(588990)近5日“吸金”合计超3000万元

Core Viewpoint - The semiconductor sector, particularly in the context of the A-share market, is experiencing fluctuations with notable movements in the chip index and individual stocks, driven by market demand and strategic expansions by major companies like Samsung [3][4]. Group 1: Market Performance - As of November 3, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index decreased by 1.60%, with mixed performances among constituent stocks [3]. - Leading stocks included Yuanjie Technology, which rose by 4.61%, and SIRUI Technology, which increased by 4.25%, while Qizhong Technology led the decline with a drop of 5.26% [3]. - The Sci-Tech Chip ETF (Boshi, 588990) fell by 1.75%, with a latest price of 2.42 yuan, but saw a cumulative increase of 2.84% over the past two weeks as of October 31, 2025 [3]. Group 2: Liquidity and Trading Activity - The Sci-Tech Chip ETF (Boshi) had a turnover rate of 12.44% during the trading session, with a transaction volume of 85.27 million yuan, indicating active market trading [3]. - Over the past month, the average daily trading volume for the ETF was 128 million yuan [3]. Group 3: Industry Developments - The storage chip sector showed signs of recovery, with companies like Shannon Semiconductor rising over 5% to reach new highs, alongside increases in stocks such as Jiangbolong and Beijing Junzheng [3]. - Samsung Electronics is reportedly considering expanding its high-bandwidth memory (HBM) production lines to meet growing market demand, with its HBM capacity for next year already fully booked [3][4]. Group 4: Strategic Insights - Analysts believe that Samsung has begun supplying the next-generation HBM3E products to Nvidia, with sales expanding to all customers due to the ongoing demand from the AI sector [4]. - The "14th Five-Year Plan" is seen as providing a strategic opportunity for the entire semiconductor industry chain, with the rapid development of digital economy and AI creating unprecedented application scenarios and market space for domestic chips [4]. Group 5: ETF Performance and Composition - The Sci-Tech Chip ETF (Boshi) has seen a significant scale increase of 18.43 million yuan over the past two weeks, ranking third among comparable funds [4]. - The latest net inflow of funds into the ETF was 24.87 million yuan, with a total of 30.10 million yuan attracted over the last five trading days [4]. - The top ten weighted stocks in the Sci-Tech Chip Index account for 60.55% of the index, including companies like Haiguang Information and Cambricon [5].