消息面上，据智通财经，"拳打亚马逊、脚踢谷歌TPU"，微软发布新一代AI加速器Maia 200。继去年 底谷歌、亚马逊先后发布自研算力芯片后，同为全球云计算"三巨头"的微软终于在本周"交卷"——传闻 已久的Maia 200芯片正式面世。微软在公告中表示，这款"为推理而生"的芯片在多项测试中超越亚马逊 的第三代Trainium和谷歌第七代TPU。因此，微软将Maia 200公开称为"所有超大规模云服务商中性能最 强的自研芯片"。 相关ETF方面，科创芯片设计ETF天弘(589070)截至发稿成交额超6500万元。资金流向方面，据Wind数 据显示，该ETF昨日(1月26日)获净流入额为2631万元。该ETF于1月23日正式上市，上市两日（1月23 日-1月26日）连续获资金净流入，累计净流入额为3635万元。 科创芯片设计ETF天弘（589070）具备20%的涨跌幅空间。该产品紧密跟踪上证科创板芯片设计主题指 数，指数聚焦于芯片设计核心环节，相关行业含量接近95%，行业集中度较高、"含芯量"突出，其成分 股涵盖50家科创板芯片领域龙头企业。 长江证券指出，国产AI芯片（华为昇腾、寒武纪等）通过ASIC/DSA架 ...

Group 1 - The core index of the Sci-Tech Innovation Chip Design fell on January 26, with the Tianhong ETF (589070) tracking this index experiencing a 1.31% decline during intraday trading, with a transaction volume of 104 million yuan [1] - Among the constituent stocks, Chipone Technology, Dongxin Technology, and New Horizon Microelectronics saw increases of over 5%, while companies like CanSemi, Chengdu Huami, Longxin Zhongke, and others dropped by more than 5% [1] - The Tianhong ETF saw a net inflow of over 26 million yuan yesterday, indicating investor interest despite the index decline [1] Group 2 - According to Zhongyin International, the Chinese semiconductor chip industry, although starting late and only one-tenth the size of the U.S. market, is in a critical growth phase, supported by strong policies, explosive downstream market demand, and continuous technological breakthroughs [2] - The industry is expected to replicate the growth trajectory of other advantageous sectors over the next decade, presenting significant market capitalization growth potential, although careful selection of investment targets is necessary due to the evolving competitive landscape [2] - Institutions like Industrial Securities and Dongwu Securities emphasize that the "AI+" top-level design is crucial for achieving technological self-reliance, with Sci-Tech Innovation chips being fundamental resources for the AI industry, driven by domestic production and AI application surges [2]