Jin Rong Jie·2026-02-26 05:43Group 1 - The semiconductor equipment and chip design sectors are experiencing a strong resurgence, with the semiconductor equipment ETF (561980) rising by 2.17% and trading volume exceeding 200 million yuan, driven by significant gains in stocks like Cambricon and Jingyi Equipment [1] - Nvidia reported a remarkable Q4 FY2026 revenue of $68.1 billion, a 73% year-over-year increase, significantly surpassing market expectations, with data center revenue reaching $62.3 billion, up 75% year-over-year, and projected next quarter revenue of approximately $78 billion [3] - Domestic AI chip leaders are also showing impressive results, with Cambricon's 2025 net profit expected to increase by 575% year-over-year, and Haiguang Information's revenue projected to grow by 56.91% year-over-year, confirming the upward momentum in the domestic chip industry [4] Group 2 - The semiconductor equipment ETF (561980) focuses on upstream and midstream sectors, with over 90% weight in equipment, materials, and design, featuring leading companies such as Zhongwei Company and Beifang Huachuang, and has a current scale of 3.527 billion yuan [5] - The index tracked by the ETF has risen over 290% since 2020, significantly outperforming similar indices in the semiconductor materials and equipment sectors, indicating stronger rebound potential in the upcoming semiconductor upcycle [5]