Group 1 - The Hong Kong stock market's chip industry chain is experiencing a strong rally, with notable increases in stocks such as Hua Hong Semiconductor rising by 4% and others like SMIC and Shanghai Fudan gaining over 3% [1] - The first Hong Kong ETF focused on the chip industry, the Information Technology ETF (159131), has seen a price increase of 1.70% with a trading volume exceeding 330 million yuan [1] Group 2 - Bernstein's recent report highlights that China's AI industry is transitioning from early development to a new phase of supply chain explosion, predicting 2026 as a critical turning point for growth [3] - The report emphasizes that the current state of China's AI is not a bubble but a key moment for supply chain emergence, with AI chips expected to lead growth due to direct demand and clear growth trajectories [3] - The ETF tracks an index composed of 70% hardware and 30% software, heavily investing in semiconductor, electronics, and computer software sectors, with significant weights in companies like SMIC (20.27%) and Xiaomi (9.11%) [3]
ETF盘中资讯 | 连涨3天！首只聚焦“港股芯片”产业链的港股信息技术ETF（159131）涨1.7%，机构：2026中国AI供应链迈入爆发新阶段！
Sou Hu Cai Jing·2025-12-08 02:46