Group 1 - The A-share market experienced a collective decline on November 17, with the Shanghai Composite Index dropping by 0.47% during intraday trading. Sectors such as forestry, aerospace and military, and heavy machinery showed gains, while biotechnology and power generation equipment faced significant losses [1] - In the semiconductor sector, there was a mixed performance among chip technology stocks. The chip ETF (159995) rose by 0.12%, with constituent stocks like Beijing Junzheng increasing by 4.04%, Zhaoyi Innovation by 3.2%, and Jingjia Micro by 2.5%. However, stocks like Tuojing Technology and Jingsheng Mechanical & Electrical showed poor performance, declining by -4.82% and -3.01% respectively [1] Group 2 - Alibaba has secretly launched the "Qianwen" project, developing a personal AI assistant app named Qianwen APP, which aims to compete directly with ChatGPT. Meanwhile, Baidu Intelligent Cloud has released a new generation of Kunlun chips and announced a five-year product launch plan [3] - Huaxi Securities stated that the domestic AI chip development is a long-term trend, and the current period is the best time for the development of domestic chips. The firm remains optimistic about advancements in manufacturing processes and chip architecture upgrades, which are expected to enhance the overall domestic computing power share [3] - The chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang. The fund has both A-class and C-class options available [3]
国产芯片催化!芯片ETF(159995)宽幅震荡,北京君正涨4%