AI浪潮带动算力需求爆发，芯片ETF（512760）涨超1.8%，近20日净流入超11亿元

Core Insights - The AI wave has led to a surge in demand for computing power, resulting in a more than 1.8% increase in the chip ETF (512760) and over 1.1 billion yuan net inflow in the past 20 days [1] Industry Summary - The global storage market is experiencing a worsening supply-demand imbalance, with DRAM DDR5 chip prices increasing by 30% this week, indicating a significant supply shortage [1] - Due to tight supply from manufacturers, companies like Kingston are continuing to limit shipments, while several module manufacturers are actively purchasing chips in the spot market to meet stocking pressures [1] - Customers are preemptively stocking up to ensure stable supply from the end of this year to early next year [1] - The AI wave is expected to significantly enhance the value across various segments, including servers, AI chips, optical chips, storage, and PCB boards [1] Company Summary - The chip ETF (512760) tracks the China Semiconductor Chip Index (990001), which selects listed companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing from the Shanghai and Shenzhen markets [1]