AI服务器需求增长推动存储需求爆发，科创芯片ETF(588200)获资金持续布局

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index has decreased by 3.65% as of November 21, 2025, with major declines in stocks such as Baiwei Storage and Yuanjie Technology [1] - The storage industry is experiencing a price increase driven by the growing demand for AI servers, leading to a significant rise in DDR4 memory prices, with some retail prices doubling [1] - According to招商证券, the current storage industry cycle is primarily driven by the explosive demand for storage in the AI era, with limited supply-side capacity, suggesting that the price increase trend may continue into the first half of 2026 [1] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index account for 60.55% of the index, including companies like Haiguang Information and Zhongxin International [1] - The Sci-Tech Chip ETF (588200) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, providing a convenient investment tool for the chip sector [2] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [2]