AI叙事扩散明显，关注科创芯片ETF（589100）

Core Viewpoint - The computing power sector rebounded on November 6, with domestic computing power showing stronger performance, as evidenced by significant increases in various ETFs related to chips and semiconductors [1][2]. Group 1: ETF Performance - The following ETFs experienced notable gains on November 6: - Kexin Chip ETF rose by 4.73% [2] - Integrated Circuit ETF increased by 3.82% [2] - Chip ETF saw a rise of 3.71% [2] - Semiconductor Equipment ETF grew by 3.48% [2] Group 2: Technological Developments - During the World Internet Conference in Wuzhen on November 6, Zhongke Shuguang launched the world's first single-cabinet 640-card super node, scaleX640, which features a high-density architecture and enables large-scale, high-bandwidth, low-latency communication [1][4]. Group 3: Storage Market Dynamics - The AI demand has led to a shift in production capacity among overseas manufacturers towards DDR5 and HBM, causing a supply-demand mismatch and resulting in price increases for DDR4 and other products [4]. - TrendForce reported that mainstream storage product prices have been rising since Q2 2025, with NAND Flash prices also increasing [4]. - The price hikes from major manufacturers include: - SanDisk announced a price increase of over 10% [5] - Micron's storage products are set to rise by 20%-30% [5] - Samsung plans to increase DRAM prices by 15%-30% and NAND Flash prices by 5%-10% [5] - Western Digital has begun to gradually raise prices for all mechanical hard drive products [5]. Group 4: Market Outlook - The overall pace of AI development is accelerating both domestically and internationally, with improving fundamentals and no immediate concerns regarding tariffs [6]. - The semiconductor equipment sector is expected to benefit from increased orders due to storage expansion, enhancing growth momentum [4][6].