全球半导体市场销售额持续增长，科创芯片ETF(588200)有望持续受益

Core Insights - The semiconductor market is experiencing significant growth, with global sales reaching $69.47 billion in September, a year-on-year increase of 25.1%, marking 17 consecutive months of growth exceeding 17% [1] - The demand for semiconductors is improving, particularly in sectors such as PCs, tablets, TWS headphones, wearable devices, and smart home products, with AI servers maintaining high growth rates [1] - The supply side shows a trend of decreasing inventory levels despite still being relatively high, and overall price increases are expected to continue, indicating a favorable supply-demand balance in November [1] Industry Summary - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rose by 3.35%, with significant gains from stocks like Haiguang Information (up 8.50%) and Cambrian (up 5.47%) [1] - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 60.55% of the index, including major players like Haiguang Information and Cambrian [2] - The Sci-Tech Chip ETF (588200) provides a convenient investment tool for those looking to invest in the domestic chip sector, with an associated fund (017470) available for investors without stock accounts [2]