Group 1 - The semiconductor sector is experiencing fluctuations, with the STAR Market semiconductor index rising by 0.50% as of January 30, 2026, and several component stocks showing significant gains, such as Shijia Optoelectronics up 7.31% and Chipone Technology up 5.38% [1] - Alibaba has clarified its "Cloud + AI + Chip" strategy, with its PPU from Tmall Genie achieving cumulative shipments of several hundred thousand units, positioning it among the leading domestic GPU manufacturers [1] - As of January 29, 2026, nearly 250 STAR Market companies have disclosed their 2025 performance expectations, with about 50% (125 companies) projected to be profitable, and 67 companies expected to show positive year-on-year growth in net profit [1] Group 2 - Donghai Securities forecasts a global server shipment growth rate of 12.8% in 2026, with AI server shipments expected to increase by over 28%, driving up prices for related chips such as storage and CPUs [2] - Samsung Electronics plans to raise NAND flash supply prices by over 100% in Q1 2026, while Intel and AMD are considering a 10-15% increase in average server CPU prices for the same period [2] - The current demand in the electronics industry is recovering, with effective supply clearance leading to rising prices for storage chips, suggesting structural opportunities in AI computing power, AIOT, semiconductor equipment, and key components [2] Group 3 - The STAR Market Chip ETF (588200) tracks the STAR Market semiconductor index, serving as a convenient tool for investing in the semiconductor sector [3] - Investors without stock accounts can access investment opportunities in domestic chips through the STAR Market Chip ETF linked fund (017470) [4]
阿里真武PPU累计出货量达数十万片，科创芯片ETF(588200)一键布局国产芯片投资机遇
Xin Lang Cai Jing·2026-01-30 05:11