集成电路ETF(159546)涨超3%,算力产业链自主可控已成共识
Mei Ri Jing Ji Xin Wen·2025-11-06 02:57

Group 1 - The integrated circuit ETF (159546) rose over 3% in early trading on November 6 [1] - Ping An Securities highlighted that domestic computing power core engines and advanced packaging technology are becoming important development directions in the electronics and semiconductor industry [1] - Due to the long-term full capacity of overseas CoWoS, the domestic computing power company's supply chain is tight, creating a customer introduction and verification window for domestic advanced packaging platforms [1] Group 2 - There is a consensus on achieving self-control in the computing power industry chain amid a complex international environment, making high-end packaging localization urgent [1] - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which selects listed companies involved in semiconductor design, manufacturing, packaging testing, and related materials and equipment [1] - The constituent stocks of the index have high technological content and growth characteristics, representing the development level and trends of China's integrated circuit industry [1]