Core Insights - The semiconductor industry is experiencing a recovery, with the semiconductor industry ETF rising by 12.01% over the past three months as of November 27, 2025 [1] - Google is shifting its strategy by marketing its Tensor Processing Units (TPUs) to clients, with Meta considering a significant investment in TPUs for data center construction, which could positively impact Google's sales and profits [1] - The semiconductor sector is expected to benefit from a new upcycle driven by AI demand, healthy inventory levels, and domestic capital expenditure [1] Industry Performance - As of November 28, 2025, the CSI Semiconductor Industry Index increased by 2.25%, with notable gains from stocks such as Jingyi Equipment (up 8.81%) and Tuojing Technology (up 6.74%) [1] - The semiconductor industry ETF (159582) reported a price of 2.07 yuan, with a trading volume of 13.78 million yuan and a turnover rate of 3.85% [1] - The top ten weighted stocks in the CSI Semiconductor Industry Index account for 78.04% of the index, including companies like Zhongwei Company and North Huachuang [2]
新一轮半导体上行周期已至，半导体产业ETF(159582)强势拉升涨超2%
Xin Lang Cai Jing·2025-11-28 02:39