AI浪潮带动算力需求爆发，资金抢筹布局芯片机遇，芯片ETF（512760）连续4日资金净流入近4亿元

Group 1 - The core viewpoint of the article highlights the explosive demand for computing power driven by the AI wave, leading to significant investment in chip opportunities, with the chip ETF (512760) experiencing a net inflow of nearly 400 million yuan over four consecutive days [1] - According to Industrial Securities, AI innovation is causing structural changes in the market, with the volume of data storage and access continuously expanding, making memory a critical resource in AI infrastructure [1] - With limited production capacity, there is a need for greater allocation, resulting in rising prices, and it is estimated that the memory industry will see a year-on-year growth of 134% by 2026 [1] Group 2 - The chip ETF (512760) tracks the China Semiconductor Index (990001), which aims to reflect the overall performance of publicly listed companies in the semiconductor industry within the A-share market [1] - The index covers various business areas including semiconductor materials, equipment, design, manufacturing, packaging, and testing, selecting the top 50 companies based on daily average market capitalization [1] - The focus is on companies within specific market capitalization ranges to represent the comprehensive status of the semiconductor chip-related industry [1]