Core Viewpoint - The semiconductor sector is experiencing a significant surge, with the Huabao Sci-Tech Chip ETF (589190) rising over 3% on February 9, 2023, driven by strong performances from key stocks in the sector [1][9]. Group 1: Market Performance - The Huabao Sci-Tech Chip ETF (589190) opened high and saw a price increase of over 3% [1][9]. - The Shanghai Sci-Tech Board Chip Index, which includes 50 constituent stocks, showed a majority of stocks moving upwards, with key stocks like Chip Origin rising over 16% and Cambricon Technologies increasing over 5% [1][9]. Group 2: Future Projections - Google is projected to reach a capital expenditure (CAPEX) of $175 billion to $185 billion by 2026, nearly doubling its 2025 scale [10]. - Amazon has raised its CAPEX forecast to $200 billion, reflecting a year-on-year growth of over 50% [10]. - The self-developed Trainium series ASIC chips from Amazon are reported to be completely sold out, with Trainium3 offering a 40% improvement in cost-performance compared to its predecessor [10]. Group 3: Industry Insights - Guojin Securities indicates that the number of ASIC chips from leading global cloud providers is expected to experience explosive growth from 2026 to 2027, benefiting the core computing hardware supply chain [11]. - Guosheng Securities forecasts that global semiconductor equipment sales could reach $145 billion by 2026, with domestic wafer fabs showing clear expansion intentions, benefiting local equipment manufacturers due to a stronger trend towards localization and increased production [11]. - The Huabao Sci-Tech Chip ETF passively tracks the Shanghai Sci-Tech Board Chip Index, which encompasses 50 stocks involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing, with over 90% weight in core areas like integrated circuits and semiconductor equipment [11]. Group 4: Historical Performance - As of the end of 2025, the annualized return of the Shanghai Sci-Tech Board Chip Index since its base date is 17.93%, significantly outperforming similar indices [5][13]. - The maximum drawdown for the index is reported at -56.81%, indicating a better risk-return profile compared to other indices [6][14].

Group 1 - The core viewpoint of the news highlights a significant rise in the AI sector, with the Zhongzheng AI Theme Index increasing by 3.70% and notable gains in individual stocks such as Chip Origin Co., Ltd. and Guanghua New Network [1] - The AI application concept stocks experienced a surge, driven by the anticipation of the release of Qwen3.5, a new model from Alibaba, which has sparked discussions in the global AI open-source community [1] - According to Zhongyin Securities, the AI industry may be poised for a rebound after a period of decline, with key updates from major domestic models expected around the Chinese New Year [2] Group 2 - The Zhongzheng AI Theme Index consists of 50 listed companies involved in providing resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [3] - As of January 30, 2026, the top ten weighted stocks in the Zhongzheng AI Theme Index accounted for 57.27% of the index, indicating a concentration of investment in leading companies within the AI sector [3] - The AI ETF closely tracks the Zhongzheng AI Theme Index, providing investors with exposure to the performance of AI-related companies [3]

场内ETF方面，截至2026年2月9日午间收盘，中证人工智能产业指数(931071)强势上涨3.63%，成分股 芯原股份上涨12.16%，光环新网上涨9.31%，新易盛上涨9.20%，奥飞数据、光迅科技等个股跟涨。人 工智能ETF(515980)上涨3.26%。 份额方面，截至2026年2月6日，人工智能ETF最新份额达111.68亿份，创成立以来新高！从资金净流入 方面来看，人工智能ETF近5天获得连续资金净流入，最高单日获得5.75亿元净流入，合计"吸金"9.51亿 元。 消息面上，工业和信息化部近日印发《关于组织开展国家算力互联互通节点建设工作的通知》，部署推 进国家算力互联互通节点体系建设。《通知》提出建立"1+M+N"国家算力互联互通节点体系，通过构 建"统一标识、统一标准、统一规则"运行机制，实现不同区域、主体、架构的算力资源标准化互联和高 效流动应用，有效提高公共算力资源使用效率和服务水平。 有分析认为，人工智能行业正处于快速发展阶段，技术创新和应用场景不断拓展。随着政策支持力度的 加大以及市场需求的增长，人工智能产业链将迎来新的发展机遇。特别是中上游的基础技术领域如算法 框架等，将成为未来投资 ...

消息面上，澜起科技H股今日在港交所正式挂牌，据中国基金报报道，其暗盘交易阶段已大涨超39%， 上市表现强劲，带动板块关注度提升。同时，据南方财经网消息，英飞凌日前宣布自4月1日起上调部分 功率芯片价格，继德州仪器、ADI后又一家国际大厂提价，行业价格调整信号进一步明确。此外，在AI 算力需求推动下，存储芯片价格持续上行，相关芯片设计环节也受到传导影响。政策方面，国家在"十 五五"规划中继续将高端芯片设计列为关键技术攻关方向，为产业提供持续支持。 国信证券认为，芯片设计是巩固技术和成本护城河的关键环节。通过向上游布局芯片设计能力，企业可 将系统开发从"部件级集成"升级为"芯片级协同"，在实现小型化、低成本量产的同时提升产品竞争力， 尤其在民用市场具备更高性价比优势。 盘面上，两市高开高走，芯片设计概念上涨。相关ETF方面，科创芯片设计ETF天弘（589070）标的指 数盘中涨2.88%，产品成交额达7667.79万元。成分股中，国芯科技、芯原股份、帝奥微、灿芯股份、峰 岹科技涨超5%，南芯科技、芯海科技、新相微等多股跟涨。 值得关注的是，Wind显示，科创芯片设计ETF天弘（589070）近5个交易日（2026 ...

Core Viewpoint - The Sci-Tech Chip ETF Fund (588290) opened with a gain of 2.37%, reaching a price of 2.545 yuan, indicating positive market sentiment towards the fund and its underlying assets [1] Group 1: Fund Performance - The fund's performance benchmark is the Shanghai Stock Exchange Sci-Tech Board Chip Index return rate [1] - Since its establishment on September 30, 2022, the fund has achieved a return of 148.63% [1] - The fund's return over the past month is reported at 1.57% [1] Group 2: Major Holdings - Key stocks in the fund include: - SMIC (中芯国际) with a gain of 1.86% [1] - Haiguang Information (海光信息) up by 3.43% [1] - Cambricon (寒武纪) increasing by 2.22% [1] - Lattice Technology (澜起科技) rising by 4.49% [1] - Zhongwei Company (中微公司) up by 1.62% [1] - Tuojing Technology (拓荆科技) gaining 1.72% [1] - Chipone (芯原股份) increasing by 4.33% [1] - Hua Hong Semiconductor (华虹公司) up by 3.64% [1] - Hu Silicon Industry (沪硅产业) down by 0.77% [1] - East China Semiconductor (东芯股份) up by 1.29% [1]

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The core viewpoint of the news highlights the strong performance of the semiconductor and photovoltaic sectors, driven by significant capital expenditures from major cloud service providers in the US, which are expected to exceed $670 billion this year, primarily aimed at building AI infrastructure [1] - The upcoming Chinese New Year is seen as a critical period for domestic AI model releases, with several internet companies set to launch new AI models, such as Kimi 2.5 and ByteDance's SeedDance 2.0, which is anticipated to boost demand for computing power [1] - According to Zhongtai Securities, by 2026, domestic computing power is expected to accelerate its evolution from usable to highly effective, driven by unwavering determination for domestic substitution, rapid adaptation of domestic cloud service providers to the computing power ecosystem, and increased production of domestic GPUs/ASICs [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the STAR Market 50 Index include Haiguang Information, SMIC, and Cambrian, collectively accounting for 56.22% of the index [2] - The STAR Market 50 Enhanced ETF closely tracks the STAR Market 50 Index, which consists of 50 securities with high market capitalization and liquidity, reflecting the overall performance of representative technology innovation enterprises [2]

今日（2月9日）科技成长方向携手反攻，覆盖科创板+创业板高成长龙头的硬科技宽基——双创龙头ETF（588330）涨势如虹，场内价格一度大涨3.7%，现 涨3.37%，盘中收复5日、60日均线。 | | 分时 多日 1分 5分 15分 30分 60分 日 周 月 末 | F9 盘前盘后 叠加 九转 画线 工具 ♡ ② | 双创龙头ETF O | | 5 | | --- | --- | --- | --- | --- | --- | | | 588330[双创龙头ETF] 10:18 价 0.947 涨跌 0.027(2.93%) 均价 0.942 成交量 1.34万 IOPV 0.9502 20... 0.957 | | 0 95 | | +0.031 | | 四百 | 0.95 | 3.35% | SSE CNY 11:15:44 交易中 净值定势 | | 消息 学宝中证科创创 | | 四 游 人 | 0 045 | 2.6896 | 申旋清单 最小申赎单位份额 | | 2 | | | 0.939 | 2.01% | 现金替代比例上限 | | | | | | | 申购赎回允许情况 | | 申购赎 | | | ...

消息面上，重点关注双创龙头ETF标的指数重点布局的方向： 1、光模块方面，华泰证券指出，星地激光通信突破，解决卫星数据"传输瓶颈"，光模块厂商迎来"量价 利"齐升。高盛表示，全球低轨卫星星座建设，将带动2026年高速光模块出货量新增150万只，中国厂商 凭借成本与技术优势，占据全球卫星光模块70%以上份额。 2、光伏方面，中信证券指出，太空光伏需求有望迎来指数级增长。马斯克下注光伏制造，为轨道算力 和AI供电铺路。中国头部光伏设备厂商具备极强的高效迭代和快速响应能力，有望跻身特斯拉和 SpaceX等相关设备供应链，并收获高额订单，打开全新成长空间。 3、半导体方面，2026年以来，半导体产业链迎来新一轮涨价潮，从存储、CPU到封测、设计等细分领 域，多家企业发布涨价函，二级市场半导体板块也呈现全产业链共振的景象。 今日（2月9日）科技成长方向携手反攻，覆盖科创板+创业板高成长龙头的硬科技宽基——双创龙头 ETF（588330）涨势如虹，场内价格一度大涨3.7%，现涨3.37%，盘中收复5日、60日均线。 | 序号 | 名称 | 涨跌幅 ▼ | 两日图 | 申万一级行业 | 申万二级行业 | 申万三级行业 | ...

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]