GTC大会开幕在即，芯片ETF（159995）分化调整，聚焦英伟达新品预期

Market Overview - A-shares experienced a collective adjustment with the Shanghai Composite Index down by 0.26% during intraday trading, while sectors such as pharmaceuticals, environmental protection, and basic chemicals showed gains [1] - The chip technology sector displayed mixed performance, with the Chip ETF (159995.SZ) down by 0.16%, while individual stocks like Shengbang Co. rose by 2.88% and Huahai Qingke by 2.06% [1] Upcoming Events - NVIDIA's GTC 2026 conference is scheduled from March 16 to 19 in San Jose, California, where the next-generation AI chip architecture, codenamed Feynman, is expected to be unveiled, generating significant market interest [1] Industry Insights - Donghai Securities noted that NVIDIA's fiscal year 2026 performance continues to exceed market expectations, with data centers being a core growth driver. The newly released Rubin platform is expected to significantly reduce inference token costs [1] - The electronic industry is witnessing a sustained recovery in demand, effective supply clearance, and rising prices for storage chips, with an unexpected increase in domestic production efforts. The global memory industry has shifted to a seller's market, with price increases for DRAM and NAND expected to continue throughout 2026 [1] Chip ETF Information - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambricon, Longji Technology, and Northern Huachuang [2]