2 1 Shi Ji Jing Ji Bao Dao·2026-02-04 02:59Group 1 - The three major indices showed mixed performance, with the chip sector weakening, as indicated by the decline of the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Design Theme Index by 2.91% [1] - Among the index constituents, Guoxin Technology rose over 3%, while Shengke Communication and Canxin Co., Ltd. increased by over 1%, and Ruichuang Micro-Nano gained nearly 1% [1] - The Tianhong Sci-Tech Chip Design ETF (589070) recorded a trading volume of 32.177 million yuan, with a real-time discount rate of 0.13% [1] Group 2 - The Tianhong Sci-Tech Chip Design ETF has seen a net inflow of over 120 million yuan in the last five trading days, with a latest circulation size of 641 million yuan [1] - The ETF has a 20% price fluctuation space and closely tracks the Sci-Tech Innovation Board Chip Design Theme Index, which focuses on core chip design segments with nearly 95% industry content [1] - The index includes 50 leading enterprises in the chip sector on the Sci-Tech Innovation Board, indicating a high industry concentration and significant "chip content" [1] Group 3 - Intel's CEO announced the appointment of a new chief architect to advance GPU development, aiming to capitalize on the rapidly growing demand for AI data centers [2] - The surge in AI computing power demand is significantly increasing reliance on GPUs and storage chips, with a current shortage in storage chips posing the "biggest challenge" for AI development, expected to last until 2028 [2] - The simulation chip industry may experience changes in supply-demand dynamics, with advanced designs in digital chips, such as AI computing power and domestic CPUs, showing strong performance [2]