主播说新闻 | 寒武纪暴力反弹 科创芯片50ETF放量大涨 AI芯片“超级周期”来了？

Core Viewpoint - The semiconductor sector, particularly the sci-tech chip market, has shown a strong rebound with significant gains in the ChiNext Chip 50 ETF and its constituent stocks, indicating a positive shift in investor sentiment and market dynamics [1] Group 1: Market Performance - The ChiNext Chip 50 ETF opened high and surged over 4% during the trading session [1] - Notable gains were observed in constituent stocks, with Yuanjie Technology and Haiguang Information rising over 10%, Cambrian rising over 6%, and SMIC increasing over 4% [1] - In the past four days, the ChiNext Chip 50 ETF has attracted over 280 million yuan in capital inflow [1] Group 2: Industry Developments - A price surge in storage chips has been reported, with industry insiders noting that prices are changing daily [1] - Domestic smartphone manufacturers have collectively raised prices for flagship new products due to the rising costs of storage chips [1] - SK Hynix has completed negotiations with NVIDIA regarding the price and quantity of HBM4 supply for next year, with HBM4 prices expected to be over 50% higher than HBM3E [1] - According to Guosen Securities, 40%-50% of AI capital expenditures will be directed towards AI chips [1]