阿里发布AI芯片“真武”，科创芯片ETF(588200)聚焦国产芯片投资机遇

Core Viewpoint - The article highlights the recent developments in the semiconductor sector, particularly focusing on Alibaba's self-developed AI chip "Zhenwu" and the performance of the Sci-Tech Innovation Board's chip index, indicating a mixed market response and potential investment opportunities in domestic chip manufacturers [1]. Group 1: Market Performance - As of January 29, 2026, the Sci-Tech Innovation Board chip index fell by 1.38%, with component stocks showing mixed performance [1]. - Leading stocks included Shengke Communication, Yandong Micro, and Fuchuang Precision, while the biggest decliners were Zhongwei Company, Anji Technology, and Jinghe Integration [1]. Group 2: Company Developments - Alibaba's self-developed AI chip "Zhenwu 810E" was launched, featuring fully self-researched hardware and software, and has been deployed in multiple ten-thousand-card clusters on Alibaba Cloud [1]. - The collaboration between Tongyi Laboratory, Alibaba Cloud, and Pingtouge is referred to as the "Golden Triangle" of Alibaba AI, marking a significant step in their AI chip development [1]. Group 3: Industry Outlook - CITIC Securities projects a high certainty in computing power development for 2026, with super-node technology reaching a pivotal opportunity, and an increase in competitiveness among domestic computing power manufacturers [1]. - The top ten weighted stocks in the Sci-Tech Innovation Board chip index, as of December 31, 2025, include SMIC, Haiguang Information, and Cambrian, collectively accounting for 57.76% of the index [1]. Group 4: Investment Tools - The Sci-Tech Chip ETF (588200) tracks the Sci-Tech Innovation Board chip index, serving as a convenient tool for investing in the chip sector [1]. - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [1].