存储芯片价格持续飙升！半导体材料ETF上涨3.73%，权重股北方华创涨超8%！

Group 1 - The semiconductor materials and equipment index rose by 3.86%, with key stocks like Jingyi Equipment up by 9.38% and Northern Huachuang up by 7.69% [1] - The semiconductor sector is experiencing a surge due to rising memory chip prices, driven by strong demand for AI servers, leading to structural shortages in products like DDR4 [1] - SMIC reported a significant increase in orders for various semiconductor products, indicating a supply gap in the industry that is expected to maintain high price levels [1] Group 2 - China Galaxy Securities highlighted that AI computing chips remain the core growth engine for the sector, with leading companies benefiting from the explosive demand for AI servers, resulting in increased revenue and profits [1] - The performance of core companies related to AI edge chips has also been impressive, suggesting a positive outlook for the sector [1] - The semiconductor materials ETF and its associated funds focus heavily on upstream semiconductor equipment (61%) and materials (21%), indicating a strategic emphasis on these areas [1]