芯片ETF（512760）涨超2%，近20日净流入超3亿元，存储市场供需失衡现象加剧

Group 1 - The global storage market is experiencing a worsening supply-demand imbalance, with DRAM DDR5 prices increasing by up to 30% this week, indicating a significant supply shortage [1] - Major manufacturers like Kingston are continuing to limit shipments due to tight supply conditions, while many module manufacturers are actively purchasing chips in the spot market to meet stocking pressures [1] - The demand for computing power driven by the AI wave is expected to significantly increase the value across various segments, including servers, AI chips, optical chips, storage, and PCB boards [1] Group 2 - The Chip ETF (512760) tracks the China Semiconductor Index (990001), focusing on publicly listed semiconductor-related companies, covering core areas such as semiconductor materials, equipment, and end applications [1] - The index selects no more than 40 representative securities as samples to reflect the overall performance of the semiconductor industry chain, emphasizing upstream sectors with high technological content and trends of domestic substitution [1]