开年全球芯片股迎狂欢，关注通信ETF（515880）、半导体设备ETF（159516）

Group 1 - The core viewpoint of the articles highlights the strong performance of the semiconductor sector in both Hong Kong and the US at the beginning of 2026, driven by multiple favorable factors [1] - Hong Kong's Hua Hong Semiconductor rose over 9%, and SMIC increased by more than 5%, while the Philadelphia Semiconductor Index surged over 4%, with Micron Technology up over 10% and ASML and Lam Research both rising over 8% [1] - The US government's approval for TSMC to export chip manufacturing equipment to its Nanjing factory without case-by-case approval is expected to stabilize production capacity and delivery [1] - The National Team's investment in the semiconductor industry is increasing, with the National Integrated Circuit Industry Investment Fund raising its stake in SMIC's H-shares from 4.79% to 9.25% [1] - Reports indicate that Nvidia and AMD plan to significantly raise prices for various GPUs starting in early 2026 [1] Group 2 - The articles recommend investors to focus on both domestic and overseas AI computing power supply chains, suggesting specific ETFs for investment [2] - For overseas computing power, an ETF with over 50% exposure to optical modules (515880) is recommended, while for domestic computing power, a chip ETF (512760) is suggested [2] - For those seeking flexibility, a technology innovation chip ETF (589100) is advised, and for safety, a semiconductor equipment ETF (159516) with lower valuations is recommended [2] - The suggested investment strategy includes dollar-cost averaging and opportunistic buying to capture long-term growth opportunities in China's technology sector [2]