我国芯片自主研发新突破!芯片ETF天弘(159310)、电子ETF(159997)跟踪指数强势高开,飙升大涨超2%!
Sou Hu Cai Jing·2026-01-05 01:55

Group 1 - The core viewpoint of the news highlights the strong performance of chip and electronic ETFs, with significant increases in the underlying indices and constituent stocks, indicating a bullish trend in the semiconductor and electronics sectors [1][2] - The Chip ETF Tianhong (159310) tracked the CSI Chip Industry Index, which rose by 2.35%, with notable gains from stocks like Jiangbolong (301308) up 7.42% and Zhaoyi Innovation (603986) up 6.68% [1] - The Electronic ETF (159997) followed the CSI Electronic Index, which increased by 2.02%, with key stocks such as Lens Technology (300433) rising by 7.96% and Jiangbolong (301308) also showing strong performance [1] Group 2 - A significant event reported is Baidu's plan to spin off its AI chip subsidiary Kunlun Chip for an independent listing in Hong Kong, aiming to enhance operational transparency and attract vertical investors in the AI chip sector [3] - Kunlun Chip has achieved mass production of two generations of general-purpose AI chips since its independent operation in 2021, with projected revenues exceeding 2 billion yuan by 2025 [3] - The backdrop of domestic substitution and surging demand for AI computing power is expected to strengthen Kunlun Chip's competitive position in the industry [3] Group 3 - Institutional views from Guosen Securities indicate a rising trend in upstream electronic industry prices, with the analog chip sector in an upward cycle, suggesting a recovery in performance for related companies [3]