Group 1 - The core viewpoint of the news highlights the strong performance of the semiconductor sector, particularly the "Chip Innovation" ETF, which has seen a price increase of over 1% [1] - Shenzhen's Industrial and Information Technology Bureau has issued an action plan to promote the application of artificial intelligence in the semiconductor industry, aiming to enhance efficiency in chip design and software coding [2] - The semiconductor sales globally have shown a significant year-on-year growth of 37.1% in January 2026, marking 26 consecutive months of positive growth, with DRAM and NAND Flash prices increasing by approximately 39% and 35% respectively [3] Group 2 - The "Chip Innovation" ETF tracks the Shanghai Stock Exchange's semiconductor index, which includes 50 companies across semiconductor materials, equipment, design, manufacturing, and testing, with over 90% weight in core areas like integrated circuits and semiconductor equipment [4] - The industry distribution of the semiconductor index shows that integrated circuits account for 72.77%, semiconductor equipment for 18.20%, and semiconductor materials for 4.11% [5] - The annualized return of the semiconductor index has reached 17.93% since its inception, outperforming similar indices, with a lower maximum drawdown, indicating a better risk-return profile [6]
深圳:以AI芯片为突破口做强半导体产业!“全芯”科创芯片ETF(589190)续涨逾1%,华虹公司单季营收再创新高