VeriSilicon(SH:688521) Mei Ri Jing Ji Xin Wen·2026-01-27 01:27Group 1 - The core index of the Sci-Tech Innovation Chip Design fell on January 26, with the Tianhong ETF (589070) tracking this index experiencing a 1.31% decline during intraday trading, with a transaction volume of 104 million yuan [1] - Among the constituent stocks, Chipone Technology, Dongxin Technology, and New Horizon Microelectronics saw increases of over 5%, while companies like CanSemi, Chengdu Huami, Longxin Zhongke, and others dropped by more than 5% [1] - The Tianhong ETF saw a net inflow of over 26 million yuan yesterday, indicating investor interest despite the index decline [1] Group 2 - According to Zhongyin International, the Chinese semiconductor chip industry, although starting late and only one-tenth the size of the U.S. market, is in a critical growth phase, supported by strong policies, explosive downstream market demand, and continuous technological breakthroughs [2] - The industry is expected to replicate the growth trajectory of other advantageous sectors over the next decade, presenting significant market capitalization growth potential, although careful selection of investment targets is necessary due to the evolving competitive landscape [2] - Institutions like Industrial Securities and Dongwu Securities emphasize that the "AI+" top-level design is crucial for achieving technological self-reliance, with Sci-Tech Innovation chips being fundamental resources for the AI industry, driven by domestic production and AI application surges [2]