存储芯片涨价超300%！科创芯片设计ETF天弘（589070）交投活跃，盘中频现溢价交易

Group 1 - The market showed a mixed performance with Shanghai stocks stronger than Shenzhen, while the chip design sector experienced a decline, particularly the Tianhong ETF tracking the chip design index, which fell by 3.93% with a trading volume of 52.97 million yuan [1] - The Tianhong ETF for chip design has seen a net inflow of 120 million yuan over the last five trading days, bringing its total size to 641 million yuan as of February 3, 2026 [1] - The index tracked by the Tianhong ETF covers various segments of the semiconductor industry, with digital and analog chip design accounting for a combined weight of 94.1% [1] Group 2 - According to TrendForce, prices for storage chips have surged, with DRAM and NAND flash spot prices increasing by over 300%, boosting industry sentiment [2] - The price increase trend has extended to packaging, testing, wafer foundry, and MCU sectors, with several chip design companies issuing price increase notices [2] - The domestic technological advancements, such as the development of flexible digital in-memory computing chips by Tsinghua University, have bolstered confidence in the industry [2] - The Shanghai government has proposed initiatives to enhance support for the semiconductor industry, particularly in the Lingang Technology Innovation City [2] - The chip-themed ETF has attracted significant net inflows, indicating long-term market confidence in the semiconductor supply chain, with the scale of the chip innovation sector exceeding 68 billion yuan [2]