芯片ETF（512760）涨超1.8%，连续三日资金净流入超2.6亿元，AI芯片需求暴涨

Group 1 - The core viewpoint of the article highlights a significant surge in demand for AI chips and server CPUs due to the expansion of AI data centers by major global cloud service providers, leading to supply shortages and price increases for leading companies like Intel and AMD [1] - The chip ETF (512760) has seen a rise of over 1.8% and a net inflow of more than 260 million yuan over three consecutive days, indicating strong investor interest in the semiconductor sector [1] - KeyBanc data reveals that Intel and AMD's server CPU production capacity for the entire year of 2026 is nearly sold out due to large-scale purchases from cloud service providers, prompting both companies to plan a price increase of 10% to 15% for server CPUs [1] Group 2 - AMD's entire Zen product line is affected by a critical hardware vulnerability known as "StackWarp," which may impact system computing power and deployment costs, while the domestic Haiguang C86 processor remains unaffected and has improved security performance through self-research based on a complete x86 instruction set [1] - The chip ETF (512760) tracks the China Semiconductor Index (990001), which selects listed companies involved in semiconductor chip materials, equipment, design, manufacturing, packaging, or testing from the Shanghai and Shenzhen markets, focusing on the information technology sector [1]