马斯克放话自建“巨型”芯片厂!芯片ETF天弘(159310)本周获资金净流入超2400万元

Group 1 - A-shares indices collectively turned positive on November 7, with the Chip ETF Tianhong (159310) narrowing its decline to 0.38%, while component stocks like Zhongke Feimiao rose over 8% and Jiangbolong over 6% [1] - The Chip ETF Tianhong (159310) saw a net subscription of 2 million units during the trading session, continuing a trend of net inflows exceeding 24 million yuan from November 3 to 5 [1] - The Tianhong ETF tracks the CSI Chip Industry Index, which is expected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025 due to policy support and surging demand [1] Group 2 - Google is set to launch its most powerful AI chip, Ironwood, which is claimed to be over four times faster than its predecessor, with major clients already lined up [2] - The semiconductor industry is experiencing a slow recovery in demand, with unexpected price increases in storage chips, and there is a high market interest for investments [2] - As self-sufficiency continues to advance, the AI sector is driving growth in related demands, leading to improved performance in semiconductor equipment, materials, components, chip design, packaging, and manufacturing sectors [2]