卡位芯片设计环节，鹏华上证科创板芯片设计主题ETF正式获批！

Core Insights - 14 hard technology ETFs were approved on November 21, including the first batch of 7 AI ETFs, 3 semiconductor ETFs, and 4 chip design theme ETFs [1] - The chip design index focuses on 30 listed companies in the chip design sector on the Sci-Tech Innovation Board, reflecting the overall performance of this segment [1] - The chip design segment, which includes digital and analog chip design, accounts for 95% of the index, with top constituents including Cambricon, Haiguang Information, and others [1] Market Performance - The Sci-Tech Chip Design Index has rebounded by over 166.19% since the market's downturn, outperforming the Sci-Tech Chip Index and the Semiconductor Materials and Equipment Index, which increased by 158.85% and 99.23% respectively [2] - The A-share market has seen a recent pullback, primarily due to liquidity concerns stemming from the Federal Reserve's interest rate policies and secondary concerns regarding AI spending [2] Industry Outlook - The chip design sector is projected to achieve sales revenue of 661.95 billion yuan in 2024, representing a 21% year-on-year growth and accounting for 45.9% of China's integrated circuit industry sales [3] - This growth is driven by surging downstream demand, accelerated domestic substitution, and technological innovation, indicating a structural opportunity in the industry [3] - Penghua Fund has been approved for two new products focusing on AI and chip design themes, enhancing the investment tools available for investors in the hard technology sector [3]