Group 1 - The semiconductor and chip sectors are experiencing a strong market performance in early 2026, driven by rising chip prices in overseas markets and sustained demand from AI applications [1][3][4] - The Kexin Semiconductor Equipment ETF (588710) has seen an inflow of 129 million yuan in the first four trading days of 2026, with an average daily trading volume of 245 million yuan, significantly higher than the average of 95 million yuan from its inception until the end of 2025 [1][4] - Major South Korean semiconductor companies plan to increase server DRAM prices by 60% to 70% in Q1 2026 compared to Q4 2025, which is expected to positively impact the global semiconductor supply chain [1][4] Group 2 - The Kexin Semiconductor Equipment ETF (588710) closely tracks the Shanghai Stock Exchange's Kexin Semiconductor Materials and Equipment Index, which focuses on semiconductor equipment and materials, with an 84.8% weight in these sectors [1][4] - The ETF's selection is exclusively from the Kexin Board market, which may enhance its focus on high-tech stocks and allow for a daily price fluctuation limit of 20% [1][4] - The semiconductor equipment and materials sectors are positioned at the upstream of the semiconductor supply chain, characterized by high technology intensity and long R&D cycles, making them valuable segments likely to benefit first from the industry's growth [1][4] Group 3 - Huatai-PB Fund, the manager of the Kexin Semiconductor Equipment ETF, is one of the first ETF managers in China and has launched the largest ETF in the A-share market, the Huatai-PB CSI 300 ETF, with a scale of 433.591 billion yuan [2][5] - The new trading name for the Huatai-PB CSI 300 ETF is officially in use, and it serves as the only underlying asset for the Shanghai Stock Exchange's CSI 300 ETF options [2][5]
半导体领域迎密集催化，科创半导体设备ETF（588710）2026年以来成交额水平大幅走阔
Xin Lang Cai Jing·2026-01-09 05:41