半导体概念股走弱，芯片、半导体相关ETF跌超2%

Group 1 - Semiconductor concept stocks weakened, with Anji Technology falling over 5%, and Northern Huachuang, Zhongwei Company, and Lanke Technology dropping over 4% [1] - Chip and semiconductor-related ETFs declined by more than 2% [1] Group 2 - Various semiconductor ETFs experienced declines, with the E Fund Semiconductor Equipment ETF down 2.83% to 2.201, and the main Semiconductor ETF down 2.71% to 1.290 [2] - A brokerage noted that due to the explosive demand for AI and supply-side contraction, the storage chip market is currently in a price increase phase, leading to a performance surge for global storage industry companies [2] - The construction of storage production lines and the increase in domestic production rates are expected to accelerate, presenting investment opportunities in supporting semiconductor equipment and packaging and testing within the domestic storage chain [2]