摩尔线程上市在即、沐曦股份IPO获批，芯片ETF天弘（159310）连续7日“吸金”

Group 1 - The chip sector is experiencing significant activity, with the Tianhong Chip ETF (159310) recording a trading volume exceeding 3 million yuan and a premium rate of 0.07%, indicating strong investor interest [1] - The Tianhong Chip ETF has seen a net inflow of funds for seven consecutive trading days, reflecting positive market sentiment towards the semiconductor industry [1] - The Electronic ETF (159997) has a trading volume exceeding 15 million yuan and has attracted over 15 million yuan in the past five days, highlighting robust demand in the electronic sector [2] Group 2 - The Tianhong Chip 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, driven by policy support and surging demand [2] - The Electronic ETF is the only ETF in the market tracking the CSI Electronic Index, which includes stocks from companies involved in semiconductor production, computer storage, and electronic retail [2] - Samsung Group plans to invest a total of 450 trillion won (approximately 310 billion USD) domestically over the next five years, with a focus on expanding semiconductor investments [3] Group 3 - Samsung Electronics is increasing server chip prices by 30% to 60%, indicating a potential shift in pricing power within the semiconductor market [3] - The semiconductor industry is anticipated to undergo a comprehensive recovery by 2025, with an accelerated clearing of competitive dynamics and a sustained recovery in profitability [3]