触底放量拉升！“国产芯片”利好频发，首只聚焦“港股芯片”产业链的港股信息技术ETF（159131）迅速翻红涨逾1%

Group 1 - The Hong Kong stock market's chip industry chain continues to strengthen, with the first ETF focused on "Hong Kong chip" industry (159131) experiencing a quick reversal after a slight dip, currently up over 1% with a real-time transaction amount exceeding 480 million [1] - The stock of Moer Technology, dubbed the "first domestic GPU stock," surged over 470% upon its listing, indicating market recognition of its high valuation and potential to elevate the overall valuation level of the domestic computing power chain [1] - Tianfeng Securities highlights the core logic behind the demand for domestic AI chips, driven by the continuous need for computing power in AI development and the exit of NVIDIA from the Chinese market due to U.S. policies, which is boosting the demand for domestic AI chips and increasing market share for leading domestic manufacturers [1] Group 2 - The ETF (159131) is composed of a benchmark index made up of 70% hardware and 30% software, heavily investing in Hong Kong's semiconductor, electronics, and computer software sectors, covering 42 hard-tech companies [2] - Notable weightings in the ETF include 20.27% for SMIC, 9.11% for Xiaomi Group-W, and 5.64% for Hua Hong Semiconductor, while excluding major internet companies like Alibaba, Tencent, and Meituan, allowing for a sharper focus on the AI hard-tech market in Hong Kong [2]