ETF盘中资讯 | “GPU芯片第二股”暴涨700%！国产芯片午后异动，159131冲高1.7%

Core Viewpoint - The Hong Kong stock market is experiencing a surge in the semiconductor industry, with significant gains in various companies, indicating a strong interest and potential growth in the sector [1][4]. Group 1: Market Performance - Hong Teng Precision saw a rise of over 7%, while Lens Technology and Shanghai Fudan increased by over 4%, and Huahong Semiconductor and SMIC rose by over 2% [1]. - The first ETF focusing on the Hong Kong semiconductor industry, tracking the index composed of 70% hardware and 30% software, has been launched, indicating a strategic move to capitalize on the growing demand for AI computing power [4][5]. Group 2: IPO Activity - The recent IPO of Muxi Co., known as the "second GPU chip stock," saw its share price surge over 700%, with a market capitalization exceeding 330 billion yuan, highlighting the rapid growth and investor interest in domestic AI chip companies [3][4]. Group 3: Industry Outlook - According to Ping An Securities, the demand for intelligent computing power is robust, and the domestic AI chip market is expected to continue its rapid development due to strong policy support and significant growth in downstream demand [4]. - The domestic AI computing chip industry is positioned for growth, driven by a combination of favorable policies, strong demand, and substantial replacement opportunities [4].