美光预计存储芯片短缺将持续到2026年之后，AI人工智能ETF(512930)近5日“吸金”7.34亿

Group 1 - The core viewpoint of the news highlights the strong performance of AI-related stocks, with the Zhongzheng AI Theme Index showing mixed results, led by OrbiMed with a 6.82% increase, and the AI ETF experiencing significant net inflows totaling 734 million yuan over five days [1] - Micron Technology anticipates an unprecedented shortage of storage chips to persist beyond 2026, and has signed a letter of intent to acquire a wafer fabrication facility from Powerchip Semiconductor Manufacturing Corporation for $1.8 billion to expand its storage chip capacity [1] - Guotai Junan Securities has raised TSMC's long-term revenue CAGR guidance to 25% from 20%, with AI processor revenue CAGR projected to increase to 55%-60%, indicating sustained global AI demand and ongoing capacity constraints [1] Group 2 - The Zhongzheng AI Theme Index (930713) consists of 50 listed companies involved in providing foundational resources, technology, and application support for artificial intelligence, reflecting the overall performance of AI-related securities [2] - As of December 31, 2025, the top ten weighted stocks in the Zhongzheng AI Theme Index include companies like Zhongji Xuchuang, Xinyi Sheng, and Cambricon, collectively accounting for 58.08% of the index [2] - The AI ETF (512930) closely tracks the Zhongzheng AI Theme Index and has several off-market connection funds available for investors [2]