芯片方向集体爆发，科创芯片ETF富国（588810）盘中涨幅达4.00%

Group 1 - The semiconductor sector is experiencing significant gains on the first day of the new year, with storage chips, AI chips, photolithography materials, automotive chips, and domestic chips leading the increases [1] - The Kweichow Moutai ETF (588810) saw an intraday increase of 4.24%, while the leading chip ETF (516640) rose by 4.14%, and the consumer electronics ETF (561100) increased by 3.47% [1] - Notable individual stock performances include a rise of over 12% for Zhongwei Company, over 8% for Baidu Storage, and over 6% for Chip Source Micro [1] Group 2 - The national address mentioned breakthroughs in independent chip research and development, indicating strong government support for semiconductor self-sufficiency, reinforcing the logic of domestic substitution [1] - TSMC received annual approval from the U.S. to export chip manufacturing equipment to its Nanjing factory in 2026 without case-by-case approval, ensuring stable production capacity and delivery [1] - Huahong Semiconductor acquired 97.5% of Huali Micro for 8.268 billion yuan, which will enhance its 12-inch wafer foundry capacity, covering process nodes from 0.35 microns to 28 nanometers, creating scale advantages [1]