机构上修存储价格，料DRAM 季涨 90-95%；科创芯片设计ETF易方达（589030）近10日“吸金”超2亿

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index (950162) has decreased by 3.1%, with major weighted stocks experiencing adjustments, including a drop of over 7% for Lanke Technology and over 5% for Longxin Zhongke [1] - As of February 3, the index has increased by 88.92% over the past year [1] - The E Fund Sci-Tech Chip Design ETF (589030) has attracted over 170 million in the last 5 days and over 200 million in the last 10 days [1] Group 2 - According to TrendForce's latest survey, the demand for AI and data centers is expected to exacerbate the global imbalance in memory supply and demand, leading to increased pricing power for manufacturers [3] - The forecast for the first quarter of 2026 has been revised upward, with Conventional DRAM contract prices expected to rise by 90-95% and NAND Flash contract prices by 55-60% [3] - The strong performance of overseas storage giants SK Hynix and SanDisk, along with optimistic guidance for the next quarter, confirms the supply-demand imbalance in the storage industry [3] Group 3 - The E Fund Sci-Tech Chip Design ETF (589030) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index, covering various segments of the semiconductor industry, including design, manufacturing, and testing [3] - Digital chip design and analog chip design are the two largest weighted sectors, accounting for 94.1% of the index [3]