三星、SK海力士DRAM报价又涨70% 科创信息技术ETF(588100)持续受关注
Jin Rong Jie·2026-01-06 03:19

Group 1 - The Shanghai Composite Index rose by 1.34%, reaching its highest level since July 2015, while the Sci-Tech Innovation Information Index increased by 2.24% [1] - Notable stock performances included Zhongwei Company rising over 6%, and companies like Lanke Technology, Huahong Company, and SMIC increasing by over 2% [1] - The Sci-Tech Innovation Technology ETF (588100) saw a 2.27% increase with a turnover rate exceeding 11%, and it has gained over 49% in 2025 according to data from Tian Tian Fund [1] Group 2 - Samsung and SK Hynix have proposed price increases for DRAM used in servers, PCs, and smartphones, with first-quarter prices expected to rise by 60%-70% compared to Q4 of the previous year [1] - An industry insider noted that clients understand the difficulty for Samsung and SK to quickly ramp up production, leading to expectations that clients will accept the significant price hikes [1] - The top ten weighted stocks in the Sci-Tech Innovation Technology ETF include SMIC, Haiguang Information, Cambricon, Lanke Technology, Zhongwei Company, Kingsoft, Tuojing Technology, Chipone, Huahong Company, and Hushi Silicon Industry, collectively accounting for over 56.09% of the ETF [1]

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