Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board semiconductor materials and equipment theme index decreased by 0.38% as of December 5, 2025 [1] - Among the constituent stocks, Zhongke Feimiao led with a rise of 2.95%, while Tianyue Advanced fell by 4.60% [1] - The Sci-Tech Semiconductor ETF (588170) experienced a decline of 0.57%, with an intraday turnover of 7.29% and a transaction volume of 248 million yuan [1] Group 2 - Moore Threads officially listed on the Sci-Tech Innovation Board, experiencing a significant surge of over 500% on its opening day, becoming the third largest stock in A-shares [1] - Huachuang Securities reported that AI computing power is a core driver of the current AI industry development, emphasizing the urgency for domestic AI computing chip independence amid overseas restrictions [1] - The semiconductor equipment and materials industry is a crucial area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution [2]
摩尔线程“空降”第三高价股！科创半导体ETF（588170）成交额破2亿，昨日获超6000万元流入