Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rose by 3.35% as of November 27, 2025, with notable increases in stocks such as Haiguang Information (up 8.50%) and Cambrian (up 5.47%) [3] - The Bosera Sci-Tech Chip ETF (588990) increased by 3.08%, marking its fourth consecutive rise, with a latest price of 2.37 yuan and a cumulative increase of 6.97% over the past three months [3] - The trading volume for the Bosera Sci-Tech Chip ETF was 14.71 million yuan, with a turnover rate of 2.11% [3] Group 2 - Major overseas storage manufacturers reported positive Q3 2025 results, with companies like Micron and Samsung benefiting from a tight supply-demand balance, leading to significant profit margins [4] - Micron's Q3 gross margin reached 46%, a 10 percentage point increase year-on-year, while SK Hynix maintained a gross margin of 57% [4] - The storage industry is entering a new cycle driven by AI demand, with expectations of continued price increases into the first half of the following year [4] Group 3 - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index account for 60.55% of the index, with companies like Haiguang Information and Cambrian among the leaders [5]
存储芯片涨价行情深度蔓延，科创芯片ETF博时(588990)强势涨超3%，机构：存储行业周期上行趋势明确
Sou Hu Cai Jing·2025-11-27 02:22