科创芯片设计指数早盘大涨4%，科创芯片设计ETF易方达（589030）助力一键打包国产芯片龙头

Group 1 - The domestic chip industry chain is experiencing a surge, with the Shanghai Stock Exchange Science and Technology Innovation Board chip design index rising by 4.2% as of midday, driven by active performances in CPU, storage chips, and advanced packaging concepts [1] - KeyBanc reports that Intel and AMD have sold most of their server CPU capacity for 2026 and plan to increase prices by 10%-15% in the first quarter, indicating a trend of rising prices in high-end CPUs [1] - The price increase is attributed to two main factors: the growing demand for AI inference, which has made CPUs a critical bottleneck, and the slow expansion of key resources like advanced processes and packaging, coupled with squeezed GPU chip capacity, enhancing CPU manufacturers' bargaining power [1] Group 2 - The domestic chip industry is expected to benefit from the CPU price increase, with the Shanghai Stock Exchange Science and Technology Innovation Board chip design index comprising no more than 50 stocks involved in chip design, where digital chip design accounts for over 75% and analog chip design for about 20% [2] - The top five weighted stocks in the index include Haiguang Information, Lanke Technology, Cambricon, Chipone, and Dongxin Technology, indicating strong players in the domestic chip design sector [2] - The E Fund chip design ETF (589030) tracks this index, providing investors with an easy way to invest in leading domestic chip companies [2]