中韩半导体ETF今日继续飙涨8%，年内涨幅超66%，最新溢价率超20%

Group 1 - The semiconductor sector is experiencing significant growth, with the China-Korea Semiconductor ETF rising by 8% today and over 66% year-to-date, making it the best-performing ETF in the market [1] - The China-Korea Semiconductor ETF has a premium rate exceeding 20%, the highest in the A-share market, tracking the China-Korea Semiconductor Index and including major stocks like Samsung Electronics and SK Hynix [2] Group 2 - NVIDIA reported record revenue of $68.1 billion for Q4 of fiscal year 2026, a year-on-year increase of approximately 70%, with its data center business contributing over 90% of revenue [3] - NVIDIA's adjusted EPS grew over 80% year-on-year, surpassing analyst expectations by about 5.9%, and its gross margin reached 75.2%, the highest in a year and a half [3] - The company provided strong guidance for Q1 of fiscal year 2027, with expected revenue growth of nearly 77% compared to Q4, indicating robust demand despite not including data center revenue from the Chinese market [3] Group 3 - The storage chip market is entering a "seller's market" due to strong AI demand and supply constraints, with Hynix stating that no customer will fully meet their storage needs this year, leading to price increases [4] - Hynix indicated that the demand satisfaction rate across all end markets is low, with server customer inventories at healthy levels while PC and mobile inventories are declining [4] - A systemic price increase is occurring across the global semiconductor supply chain, affecting all segments from wafer manufacturing to end products, driven by AI capital expenditure and rising costs of metals [4]