机构看好存储向上趋势，芯片ETF（159995.SZ）下跌0.95%，景嘉微跌3%

Market Overview - The A-share market experienced a collective decline on December 5, with the Shanghai Composite Index dropping by 0.13% during intraday trading [1] - The sectors showing gains included non-ferrous metals, defense and military industry, and machinery equipment, while real estate and electronics faced the largest declines [1] Chip Sector Performance - The chip sector remained sluggish, with the chip ETF (159995.SZ) down by 0.95% as of 10:08 AM, and key component stocks such as Jingjia Micro down by 3.07%, Haiguang Information down by 2.38%, and China Resources Micro down by 2.14% [1] - However, some individual stocks showed activity, with GeKong Micro up by 0.76% and Sanan Optoelectronics up by 0.68% [1] Storage Market Developments - Changxin Storage showcased new DDR5 and LPDDR5X products, with the DDR5 series achieving a maximum speed of 8000 Mbps and a maximum chip capacity of 24 Gb, targeting servers, workstations, and personal computers [3] - The LPDDR5X is aimed at the mobile market, with a maximum speed of 10667 Mbps and a maximum chip capacity of 16 Gb, indicating a shift towards high-end markets as domestic chip manufacturers upgrade [3] - Guosen Securities expressed optimism regarding the growth opportunities in storage due to domestic production and price recovery, maintaining that the upward trend in storage remains unchanged [3] Chip ETF Composition - The chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 constituent stocks that represent leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]