芯片ETF（512760）跌超3%，行业复苏与AI驱动或存结构性机会，把握回调布局机会

Core Insights - The current electronic industry is experiencing a demand recovery, with supply-side adjustments leading to an unexpected increase in storage chip prices, and an acceleration in the domestic production process [1] - Structural opportunities worth attention include AI computing power, semiconductor equipment, key components, and rising storage prices [1] Industry Overview - Donghai Securities highlights that the semiconductor ETF (512760) tracks the China Semiconductor Index (990001), which focuses on listed semiconductor-related companies [1] - The index includes no more than 40 representative securities, aiming to reflect the overall performance of the semiconductor industry chain, with a focus on upstream sectors and the trend of domestic substitution [1]