相关部门：突破算力芯片等关键技术！科创芯片设计ETF天弘(589070)昨日净流入超3000万元

Core Insights - The Tianhong Sci-Tech Chip Design ETF (589070) has seen a turnover of 9.56% and a transaction volume of 59.22 million yuan as of February 4, 2026, while the tracked index, the Shanghai Stock Exchange Sci-Tech Chip Design Theme Index (950162), has decreased by 3.16% [1] - The Tianhong Sci-Tech Chip Design ETF has reached new highs in both scale and share since its inception, with a net inflow of 30.34 million yuan over the last three days, totaling 115 million yuan in net inflows [2] - The ETF focuses on the core area of sci-tech chip design, benefiting from supportive policies and emerging investment opportunities driven by AI and other new fields, with a high concentration of constituent stocks [2] Industry Developments - The Ministry of Industry and Information Technology (MIIT) emphasizes the need to break through key technologies such as computing power chips and industrial large models, aiming to enhance the application ecosystem [3] - According to Guoyuan Securities, the electronic industry is expected to continue its AI-led upward cycle in 2026, with the semiconductor sector performing better than consumer electronics, driven by rising storage chip prices and AI [3] - The global semiconductor industry has clearly exited the previous downturn, with a recovery starting from the end of January 2024 and entering a prosperous phase by August, currently in a comprehensive upward trend [3]