Core Viewpoint - The global chip price surge is intensifying, with significant net inflows into chip ETFs, indicating strong investor interest in the semiconductor sector [1]. Group 1: Chip Price Surge - Various signs indicate that the global chip price surge is becoming more severe [1]. - Samsung Electronics has taken the lead by suspending its October DDR5 DRAM contract pricing, prompting other storage manufacturers like SK Hynix and Micron to follow suit [1]. - The resumption of pricing is expected to be delayed until mid-November [1]. Group 2: Chip ETF Performance - The chip ETF (512760) has seen over 1 billion yuan in net inflows in the past 20 days [1]. - This ETF tracks the China Semiconductor Index (990001), which selects listed companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing from the Shanghai and Shenzhen markets [1]. - The index aims to reflect the overall performance of publicly traded companies in the semiconductor industry [1].
芯片涨价潮愈演愈烈,芯片ETF(512760)近20日净流入超10亿元
Mei Ri Jing Ji Xin Wen·2025-11-07 05:58