英伟达GTC大会即将举办，高“设备”含量的科创半导体ETF（588170）近3月累计上涨19.25%

Group 1: Market Performance - As of March 11, 2026, the Kexin Semiconductor ETF (588170) decreased by 1.01%, while the Semiconductor Equipment ETF Huaxia (562590) fell by 1.13% [1] - Over the past three months, the Kexin Semiconductor ETF has seen a cumulative increase of 19.25%, and the Semiconductor Equipment ETF Huaxia has risen by 19.70% [1] - In terms of liquidity, the Kexin Semiconductor ETF had a turnover rate of 5.99% with a transaction volume of 5.09 billion yuan, while the Semiconductor Equipment ETF Huaxia had a turnover rate of 3.42% with a transaction volume of 92.12 million yuan [1] Group 2: Fund Flows - The Kexin Semiconductor ETF experienced a net outflow of 98.05 million yuan recently, but over the past five trading days, it had three days of net inflow totaling 77.41 million yuan, averaging a daily net inflow of 15.48 million yuan [2] - The Semiconductor Equipment ETF Huaxia has seen continuous net inflows over the past six days, with a peak single-day inflow of 127 million yuan, totaling 255 million yuan and averaging a daily net inflow of 42.50 million yuan [2] Group 3: Upcoming Events and Industry Outlook - The NVIDIA GTC conference is scheduled for March 16-19, 2026, which is expected to showcase new GPU core parameters and significant technological advancements in AI computing infrastructure [2] - Guosheng Securities anticipates that the upcoming NVIDIA GTC 2026 conference will mark a critical window for technological iteration in the AI computing industry chain, with expectations for new chip details and disruptive upgrades in AI computing infrastructure [2] Group 4: ETF Details - The Kexin Semiconductor ETF (588170) tracks the only semiconductor equipment theme index on the STAR Market, with the highest advanced packaging content in the market (approximately 50%), focusing on cutting-edge equipment companies [3] - The Semiconductor Equipment ETF Huaxia (562590) tracks the CSI Semiconductor Materials and Equipment Theme Index, with the highest semiconductor equipment content in the market index (approximately 63%), benefiting from the global chip price surge [3]