连续八个季度同比增长！芯片ETF（159995）震荡调整，北京君正跌5%

Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.09%, while sectors like cultural media, education, and the internet performed well, while forestry and energy equipment sectors faced declines [1] - The semiconductor sector exhibited divergence, with the chip ETF (159995) down by 0.74%, while individual stocks like Hu Silicon Industry, Northern Huachuang, and Shengmei Shanghai saw increases of 1.12%, 1.06%, and 1.01% respectively [1] - However, companies like Beijing Junzheng and Chip Origin experienced poor performance, with declines of 5.11% and 2.99% respectively [1] Group 2 - The global semiconductor sales have seen year-on-year growth for eight consecutive quarters, with WSTS revising its forecasts for 2025 and 2026, predicting double-digit growth for three consecutive years from 2024 to 2026 [3] - Domestic semiconductor industry growth is driven by AI demand, the rise of domestic chip design companies, and localized manufacturing needs, with a focus on wafer foundry, advanced packaging, and upstream semiconductor equipment materials [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share semiconductor industry, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]