芯片ETF（512760）飘红，行业扩产与替代逻辑受关注

Group 1 - The semiconductor industry presents opportunities for expansion and domestic substitution, with domestic wafer manufacturers expected to expand production next year [1] - The capitalized progress of domestic memory chip leaders is advancing, highlighting potential investment in domestic chip manufacturers, equipment suppliers, and semiconductor materials for domestic substitution [1] - The trend of rising prices in the upstream sector continues, with supply contraction and structural demand growth providing price upward elasticity for related products, making upstream sectors in the new energy industry worth attention [1] Group 2 - The Chip ETF (512760) tracks the China Semiconductor Chip Index (990001), which selects listed companies involved in the entire semiconductor industry chain, including design, manufacturing, and packaging testing [1] - This index focuses on the information technology sector and selects 50 representative stocks to reflect the overall performance of listed companies in the semiconductor chip industry [1]