“含芯量”近95%的科创芯片设计ETF天弘（589070）今日重磅上市！机构：国内算力芯片厂成长空间可观

Group 1 - The three major indices opened higher on January 23, with the semiconductor sector showing slight gains, as the Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor design index rose by 0.13% [1] - Notable stocks in the semiconductor sector included Ruichuang Micro-Nano, which surged over 15%, along with Yutai Micro-U, Jiehuate, and Baiwei Storage, which also saw significant increases [1] - The Tianhong Sci-Tech Semiconductor Design ETF (589070) officially listed on the Shanghai Stock Exchange today, with a trading volume of 607 million shares, and it has a 20% price fluctuation limit [1] Group 2 - The Tianhong ETF closely tracks the Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor design index, focusing on core areas of chip design, with nearly 95% industry concentration and featuring 50 leading companies in the semiconductor field [1] - A breakthrough research achievement from Fudan University was published in Nature, introducing a multi-layer stacked architecture for large-scale integrated circuits within elastic polymer fibers, termed "fiber chips" [1] - According to CITIC Securities, by 2026, the development of computing power is expected to have high certainty, with super-node technology reaching a pivotal opportunity, and the competitiveness of domestic computing power manufacturers is anticipated to improve, presenting investment opportunities in domestic computing power chips and system-level manufacturers [1] Group 3 - Ping An Securities noted that the rapid growth of artificial intelligence is driving the fast expansion of high-performance computing (HPC), leading to strong demand for computing power, storage chips, and other peripheral chips [2] - The market for computing power chips, which are essential for AI infrastructure, is robust, and domestic manufacturers of computing power chips have considerable growth potential; the storage market is tight, with prices continuing to rise, benefiting related manufacturers [2] - Domestic wafer fabs, including those for logic and storage, are experiencing tight supply, indicating significant expansion potential for related wafer manufacturers [2]