存储芯片行业迎“超级周期”，科创芯片ETF博时(588990)年内涨幅超56%！

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index decreased by 1.85% as of November 11, 2025, with mixed performance among constituent stocks [3] - SanDisk significantly raised NAND flash contract prices by up to 50% in November, marking at least the third price increase this year, following a 10% increase in April and another 10% increase in September [3] - The Sci-Tech Chip ETF (博时) saw a 1.76% decline, with the latest price at 2.4 yuan, while it recorded a cumulative increase of 0.66% over the past week [3] Group 2 - The storage chip industry is entering a "super cycle," driven by strong demand for computing power from AI, leading to a fundamental change in industry dynamics with rising prices for traditional DRAM and NAND [4] - Global semiconductor sales increased by 25.1% year-on-year in September, indicating a continued upward trend in the semiconductor industry [4] - The latest share count for the Sci-Tech Chip ETF reached 296 million, a new high for the past month, with a net inflow of 29.3 million yuan [4] Group 3 - The top ten weighted stocks in the Sci-Tech Chip Index account for 60.55% of the index, including companies like Haiguang Information and Huahong Semiconductor [5]