Group 1 - The semiconductor industry is currently in an upward cycle, driven primarily by AI, with significant capital expenditure growth expected from major North American cloud providers in 2025 and 2026, which will boost demand for AI computing hardware infrastructure [1] - Global semiconductor sales increased by 37.1% year-on-year in January 2026, marking 26 consecutive months of positive growth, with DRAM and NAND Flash spot prices rising approximately 39% and 35% respectively [1] - The domestic computing power industry chain is experiencing a dual resonance from both supply and demand sides, with improved yield and capacity in wafer fabs and high AI capital expenditure driving demand [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the Sci-Tech Innovation Board chip index accounted for 59% of the index, with key companies including Lanqi Technology, Haiguang Information, and SMIC [2] - The Sci-Tech Chip ETF (588200) serves as a convenient tool for investors looking to gain exposure to the Sci-Tech Innovation Board chip sector [2] - Investors without stock accounts can consider the Sci-Tech Chip ETF linked fund (017470) to explore investment opportunities in domestic chips [3]
国产算力产业链供给侧与需求侧双轮共振，科创芯片ETF(588200)聚焦国产芯片投资机遇
Xin Lang Cai Jing·2026-02-11 03:15