芯片股盘中反弹，关注科创芯片设计ETF易方达（589030）等产品投资价值

Group 1 - The core viewpoint of the article highlights that the storage chip market is transitioning into a "seller's market," driven by real demand from AI and limited cleanroom space, leading to continuous price increases for storage chips this year [1] - SK Hynix revealed in a recent Goldman Sachs conference that DRAM and NAND inventory levels are currently around 4 weeks, indicating a tight supply situation [1] - Overall, it is projected that the storage industry will struggle to achieve large-scale effective supply by 2026, which will benefit upstream semiconductor equipment and testing sectors, as well as domestic storage chip design and module manufacturers [1] Group 2 - The Shanghai Stock Exchange's Sci-Tech Innovation Board Chip Design Theme Index rose by 0.9%, with notable gains in component stocks such as Anlu Technology, which increased by over 13%, and Xinxiangwei, which rose by over 5% [1] - The digital chip design sector accounts for over 75% of the index, while the analog chip design sector makes up nearly 20%, indicating a strong focus on chip design within the index [1] - Investors can access opportunities in domestic chip development through products like the E Fund Sci-Tech Chip Design ETF (589030) [1]