Group 1 - Semiconductor stocks experienced a significant rise in early trading, with Haiguang Information up over 6%, Cambrian-U and Zhaoyi Innovation up over 4%, and SMIC and Lattice Semiconductor up over 3% [1] - Related ETFs in the integrated circuit and semiconductor sectors rose by more than 2% [1] Group 2 - In October, global semiconductor demand continued to improve, with slight growth in PCs and tablets, rapid growth in TWS headphones, wearable devices, and smart home products, and high-speed growth in AI servers [2] - Despite a relatively ample short-term supply and high inventory levels, a downward trend in inventory has been observed, and overall price increases are expanding, indicating a favorable supply-demand balance expected to continue into November [2] - The ongoing significant investment in global AI computing power and persistent structural shortages in storage are expected to support the continued positive development of the semiconductor industry, alongside the acceleration of domestic semiconductor industry localization in China [2]
半导体芯片概念股早盘大涨，集成电路、半导体芯片等相关ETF涨超2%
Sou Hu Cai Jing·2025-11-27 02:10