Group 1 - The three major indices collectively rose, with the Shanghai Composite Index reaching a ten-year high, and the chip industry index increasing by 2.29% [1] - The chip ETF Tianhong (159310) had a trading volume exceeding 20 million yuan, while the electronic ETF (159997) approached 80 million yuan with a turnover rate of 5.73% [1] - The Tianhong chip ETF tracks the CSI Chip Industry Index, which is expected to see a 37.62% year-on-year growth in net profit attributable to shareholders in the first half of 2025 due to policy support and surging demand [1] Group 2 - Qualcomm launched a new X2 Plus chip aimed at laptops, indicating ongoing innovation in the semiconductor sector [2] - The AI-related industry is expected to maintain a favorable outlook through 2026, with domestic semiconductor opportunities arising from accelerated localization [2] - Global demand for storage chips is projected to outstrip supply in 2026, with DRAM supply expected to grow by 15% to 20%, while demand growth is anticipated to reach 20% to 25% [2]
澜起科技通过港交所聆讯,芯片ETF天弘(159310)、电子ETF(159997)跟踪指数昨日均涨超1.8%