2025年半导体营收将站上8000亿美元！首只聚焦“港股芯片”产业链的港股信息技术ETF（159131）午后涨超1.4%

Core Viewpoint - The Hong Kong stock market's semiconductor industry chain is experiencing a strong upward trend, with significant gains in various companies and the launch of the first ETF focused on this sector [1][5]. Group 1: Market Performance - The semiconductor industry chain in the Hong Kong stock market saw notable increases, with companies like Fubo Group rising over 6%, Tianyue Advanced over 5%, and SenseTime-W, Meitu, and Hongteng Precision all gaining over 4% [1][5]. - The first ETF focusing on the "Hong Kong semiconductor" industry chain (159131) has seen its price rise by 1.42%, with a real-time transaction volume exceeding 57 million CNY [1][5]. Group 2: ETF Details - The ETF tracks an index composed of 70% hardware and 30% software, heavily investing in Hong Kong's semiconductor, electronics, and computer software sectors, covering 42 hard-tech companies [3][7]. - Notable weightings in the ETF include 20.48% for SMIC, 9.53% for Xiaomi Group-W, and 5.80% for Huahong Semiconductor, excluding major internet companies like Alibaba, Tencent, and Meituan [3][7]. Group 3: Industry Forecast - According to Omdia's latest research, the semiconductor industry is projected to achieve revenues of 216.3 billion USD in Q3 2025, marking the first time quarterly revenues exceed 200 billion USD, with a quarter-on-quarter growth of 14.5% [2][6]. - The total revenue for the semiconductor industry in 2025 is expected to reach 800 billion USD [2][6].