Xin Lang Cai Jing·2026-01-26 03:04Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index fell by 1.14% as of January 26, 2026, with mixed performance among constituent stocks, where Chipone Technology led with a 10.01% increase [1] - Samsung Electronics has raised the price of its NAND flash memory by more than 100% in the first quarter of this year, significantly exceeding market expectations, and is currently negotiating a new round of NAND pricing with clients for the second quarter, with expectations of continued price increases [1] - Zhongshan Securities forecasts that the AI-related industry will maintain a favorable outlook in 2026, with accelerated domestic production expected to create opportunities in the domestic semiconductor industry, and predicts over 40% growth in capital expenditure from cloud computing giants [1] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index as of December 31, 2025, include SMIC, Haiguang Information, Cambricon, and others, accounting for a total of 57.76% of the index [1] - The Sci-Tech Chip ETF (588200) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, serving as a convenient tool for investing in the chip sector [2] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [3]