芯片概念股走强，科创芯片相关ETF涨约2%

Group 1 - Chip concept stocks have strengthened, with Haiguang Information rising over 12%, and Cambrian-U and Chipone both increasing over 6% [1] - The rise in heavy-weight stocks has led to a 2% increase in related ETFs for innovative chips [1] Group 2 - Several semiconductor ETFs have shown positive performance, with the following notable increases: - Bosera Innovative Chip ETF up 2.30% to 2.716 - Innovative Chip 50 ETF up 2.29% to 1.745 - Guotai Innovative Chip ETF up 2.25% to 1.679 [2] - A brokerage firm indicates that global semiconductor demand is expected to improve continuously by December 2025, with slight growth in PCs and smartphones, and rapid growth in TWS headphones, wearable devices, and smart home products [2] - AI servers and new energy vehicles are projected to maintain high growth, with demand potentially continuing to recover into January 2026 [2] - Despite high and rising inventory levels, certain segments driven by AI are experiencing significant demand growth, leading upstream wafer foundries to increase prices [2] - The overall supply-demand situation in the semiconductor market is expected to remain favorable in January [2]