Group 1 - The semiconductor sector experienced a collective pullback, with the Sci-Tech Chip Index down by 4.4% and the Sci-Tech Chip Design Index down by 4.8% as of 14:35 on February 2 [1] - Recent data from Wind indicates that the Sci-Tech Chip ETF (E Fund 589130) and the Sci-Tech Chip Design ETF (E Fund 589030) have seen net inflows for three consecutive trading days, attracting market attention [1] - A price increase trend is emerging across the entire semiconductor supply chain, with major companies like MediaTek and Analog Devices announcing price adjustments to reflect rising manufacturing costs [1] Group 2 - China Galaxy Securities notes a revival in the analog chip design sector, with companies like Analog Devices and Texas Instruments announcing price hikes, suggesting a potential shift in supply-demand dynamics within the analog chip industry [1] - In the digital chip sector, advanced design fields such as AI computing power and domestic CPUs are showing strong performance, indicating that the direction of self-controlled domestic digital chips will remain a long-term focus [1] - The Shanghai Stock Exchange Sci-Tech Chip Index covers various segments of the semiconductor industry, with digital chip design and semiconductor equipment accounting for approximately 65% of the index [2]
芯片股集体回调,关注科创芯片ETF易方达(589130)、科创芯片设计ETF易方达(589030)等产品投资机会
Mei Ri Jing Ji Xin Wen·2026-02-02 07:02