截至2025年8月27日 13:02，上证科创板芯片指数强势上涨5.87%，成分股乐鑫科技、翱捷科技20cm涨停，源杰科技上涨16.14%，中科蓝讯、晶晨股份等个股 跟涨。科创芯片ETF(588200)上涨5.96%。拉长时间看，截至2025年8月26日，科创芯片ETF近1周累计上涨16.16%。 流动性方面，科创芯片ETF盘中换手8.79%，成交31.11亿元。拉长时间看，截至8月26日，科创芯片ETF近1周日均成交44.59亿元，排名可比基金第一。 截至8月26日，科创芯片ETF近1年净值上涨130.13%，居可比基金第一，指数股票型基金排名23/2977，居于前0.77%。从收益能力看，截至2025年8月26日， 科创芯片ETF自成立以来，最高单月回报为25.18%，最长连涨月数为4个月，最长连涨涨幅为36.01%，上涨月份平均收益率为8.19%。 数据显示，截至2025年7月31日，上证科创板芯片指数前十大权重股分别为寒武纪、中芯国际、海光信息、澜起科技、中微公司、芯原股份、沪硅产业、恒 玄科技、华海清科、思特威，前十大权重股合计占比57.59%。 消息面上，1)寒武纪Q2营收同比增4425%至17. ...

Core Viewpoint - The semiconductor sector in China is experiencing significant growth, driven by AI demand and a shift towards inference computing, with the Sci-Tech Innovation Board Chip Index showing positive performance and the Sci-Tech Chip ETF gaining substantial traction in trading volume and net value [1][4][5]. Group 1: Market Performance - As of August 13, 2025, the Sci-Tech Innovation Board Chip Index increased by 0.90%, with notable gains from stocks such as China Shipbuilding Industry Corporation and Shanghai Hojin [1]. - The Sci-Tech Chip ETF (588200) rose by 0.95%, marking its third consecutive increase [1]. - The ETF recorded a turnover rate of 4.96% and a transaction volume of 1.557 billion yuan, with an average daily transaction volume of 2.474 billion yuan over the past year, ranking first among comparable funds [4]. Group 2: Fund Growth and Performance - The Sci-Tech Chip ETF saw a significant increase in scale, growing by 6.178 billion yuan over the past three months, leading among comparable funds [4]. - The ETF's share count increased by 2.181 billion shares in the last three months, also ranking first among comparable funds [4]. - The net value of the Sci-Tech Chip ETF rose by 78.97% over the past year, placing it first among comparable funds, with a ranking of 107 out of 2954 in the index stock fund category [4]. Group 3: Industry Outlook - IDC predicts that by 2027, the share of inference computing in China's intelligent computing will rise from approximately 41% in 2023 to around 72.6% [5]. - Tianfeng Securities anticipates continued optimistic growth in the global semiconductor market driven by AI, with a focus on domestic substitution amid supply chain risks [5]. - The top ten weighted stocks in the Sci-Tech Innovation Board Chip Index account for 57.59% of the index, with companies like Cambricon and SMIC being key players [5][7].

Core Viewpoint - The rapid development of AI and related technologies is significantly driving the upgrade of computing infrastructure, leading to increased demand for computing power and a strong performance in the semiconductor sector, particularly in the context of the STAR Market chip index and related ETFs [1][4]. Group 1: Market Performance - The STAR Market chip index rose by 1.06% as of August 11, 2025, with notable increases in constituent stocks such as Dongxin Technology (up 18.76%) and Peak Technology (up 8.86%) [1]. - The STAR Chip ETF (588200) also saw a gain of 1.05% [1]. - The STAR Chip ETF recorded a turnover rate of 3.59% and a transaction volume of 1.157 billion yuan, with an average daily transaction volume of 2.456 billion yuan over the past year, ranking first among comparable funds [3]. Group 2: Fund Growth and Performance - The STAR Chip ETF experienced a significant increase in scale, growing by 667 million yuan over the past week, leading in new scale among comparable funds [3]. - The ETF's share count increased by 51.6 million shares in the same period, also ranking first in new shares among comparable funds [3]. - The latest net inflow of funds into the STAR Chip ETF was 561 million yuan, indicating strong investor interest [3]. Group 3: Sector Insights - The demand for electronic components is in a mild recovery phase, with storage chip prices rebounding since February 2025, and DDR4 prices reaching 2022 highs [4]. - Global pure semiconductor foundry revenue is expected to grow by 17% year-on-year, with 3nm node revenue increasing by over 600%, driven by demand from AI PCs and high-performance computing (HPC) [4]. - As of July 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.59% of the index, with companies like Cambricon, SMIC, and Haiguang Information leading the way [4][6].

规模方面，科创芯片ETF近1周规模增长7043.22万元，实现显著增长，新增规模位居可比基金第一。份额方面，科创芯片ETF近1月份额增长9.45亿份，实现 显著增长，新增份额位居可比基金第一。 截至2025年8月7日 10:22，上证科创板芯片指数下跌0.32%。成分股方面涨跌互现，东芯股份领涨14.69%，南芯科技上涨4.32%，澜起科技上涨1.17%；盛美 上海领跌，晶晨股份、睿创微纳跟跌。科创芯片ETF(588200)下修调整。 流动性方面，科创芯片ETF盘中换手2.68%，成交8.62亿元。拉长时间看，截至8月6日，科创芯片ETF近1年日均成交24.41亿元，排名可比基金第一。 天风证券指出，综合来看2025年，全球半导体增长延续乐观增长走势，2025年AI驱下游增长。同时，政策对供应链中断与重构风险持续升级，国产化替代 持续推进。二季度各环节公司业绩预告亮眼，展望三季度半导体旺季期，建议关注存储/功率/代工/ASIC/SoC业绩弹性，设备材料、算力芯片国产化替代。 该机构认为，存储板块预估3Q25存储器合约价涨幅持续高增，企业级产品持续推进，带动龙头公司季度业绩环比增长明确，利基型存储25Q3有望开 ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 4.64% during trading, with a transaction volume of 1.545 billion yuan [3] - As of July 28, the average daily transaction volume of the Sci-Tech Chip ETF over the past week is 2.67 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 32.8 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's shares increased by 20.4 million over the past week, achieving significant growth and ranking first among comparable funds [3] - The latest net inflow of funds into the Sci-Tech Chip ETF is 653 million yuan [3] Group 2: Performance Metrics - As of July 28, the net value of the Sci-Tech Chip ETF has increased by 67.13% over the past year, ranking first among comparable funds and placing it in the top 5.55% of index stock funds [3] - The highest monthly return since the ETF's inception is 25.18%, with the longest consecutive monthly increase being 4 months and the longest increase percentage being 36.01% [3] - The average return during the months of increase is 8.40% [3] Group 3: Semiconductor Industry Insights - According to SEMI, global semiconductor equipment sales are projected to reach a record 125.5 billion USD in 2025, with a year-on-year growth of 7.4%, and expected to reach 138.1 billion USD in 2026, marking three consecutive years of growth [4] - Domestic semiconductor equipment localization is progressing rapidly in etching and thin film deposition, with a localization rate exceeding 20% [4] - AI-driven growth combined with domestic localization is expected to lead to rapid expansion in domestic wafer and storage factories [4] Group 4: Key Stocks in the Sci-Tech Chip Index - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, collectively accounting for 57.76% of the index [4] - The individual weightings of these stocks range from 10.22% for SMIC to 2.39% for Huahai Qingke [6] Group 5: Investment Opportunities - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]

Core Viewpoint - The semiconductor sector in China is experiencing fluctuations, with the STAR Market Chip Index showing a slight decline, while the STAR Chip ETF has seen significant growth in trading volume and net inflows, indicating strong investor interest in the sector [1][4]. Group 1: Market Performance - As of July 28, 2025, the STAR Market Chip Index decreased by 0.55%, with mixed performance among constituent stocks [1]. - Notable gainers included Dongxin Co., up 3.35%, and Chipone Technology, up 2.71%, while Fengfan Technology led the declines [1]. - The STAR Chip ETF (588200) has adjusted its structure, with a 5.76% increase over the past week as of July 25, 2025 [1]. Group 2: Trading Activity - The STAR Chip ETF recorded a turnover rate of 3.43% and a transaction volume of 1.101 billion yuan during the trading session [4]. - Over the past week, the average daily trading volume reached 2.488 billion yuan, ranking first among comparable funds [4]. - The ETF's latest scale reached 32.22 billion yuan, marking a six-month high and also ranking first among comparable funds [4]. Group 3: Fund Inflows and Performance - The STAR Chip ETF saw a net inflow of funds on 7 out of the last 10 trading days, totaling 768 million yuan [4]. - The ETF's financing net purchase amount reached 10.49 million yuan this month, with a current financing balance of 1.68 billion yuan [4]. - Over the past year, the ETF's net value increased by 68.81%, placing it first among comparable funds [4]. Group 4: Industry Insights - According to CITIC Securities, the demand for advanced process capacity in wafer fabs is increasing significantly due to AI, with domestic manufacturers actively pursuing advancements [5]. - The report highlights that China's advanced process wafer foundries are leading global capacity expansion, suggesting a focus on domestic semiconductor equipment and components [5]. - The top ten weighted stocks in the STAR Market Chip Index account for 57.76% of the index, with notable companies including SMIC and Cambrian [5][7].

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 3.1% and a transaction volume of 969 million yuan [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF is 2.378 billion yuan, ranking first among comparable funds [3] - In the last two weeks, the Sci-Tech Chip ETF has seen a scale increase of 2.452 billion yuan, also ranking first among comparable funds [3] - The ETF's share increased by 88.5 million shares in the last two weeks, marking significant growth and ranking first among comparable funds [3] - In the last 10 trading days, there were net inflows on 8 days, totaling 1.551 billion yuan [3] - The ETF's financing net purchase amount this month reached 8.61 million yuan, with the latest financing balance at 1.636 billion yuan [3] - As of July 23, the net value of the Sci-Tech Chip ETF has increased by 59.53% over the past year, ranking first among comparable funds [3] Group 2: Semiconductor Market Insights - Nvidia has resumed supplying its H20 computing chips to the Chinese market and launched a new, fully compatible NVIDIA RTX PRO GPU series, which is expected to alleviate high-end computing bottlenecks [4] - The domestic semiconductor backend testing equipment market has significant room for domestic production improvement, with the localization rate for storage testing machines expected to be only 8% by 2025 [4] - The market size for domestic testing equipment is projected to reach 26.74 billion yuan by 2027, driven by strong downstream demand and localization replacement [4] - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, include SMIC, Haiguang Information, Cambricon, and others, accounting for a total of 57.76% [4] Group 3: Stock Performance - The top stocks in the Sci-Tech Chip Index include SMIC with a weight of 10.22% and a price increase of 2.67%, and Haiguang Information with a weight of 10.15% and a price increase of 1.02% [6] - Other notable stocks include Cambricon with a weight of 9.59% and a price increase of 0.24%, and Zhaojin Technology with a weight of 2.39% and a price decrease of 0.33% [6] - Investors without stock accounts can access the Sci-Tech Chip ETF linked fund (017470) to invest in domestic chip opportunities [6]

截至2025年7月15日 10:32，上证科创板芯片指数上涨0.07%，成分股源杰科技上涨6.56%，盛科通信上涨4.01%，芯动联科上涨3.14%，澜起科技上涨2.35%， 睿创微纳上涨1.31%。科创芯片ETF(588200)多空胶着。 数据显示，杠杆资金持续布局中。科创芯片ETF连续4天获杠杆资金净买入，最高单日获得1.67亿元净买入，最新融资余额达18.50亿元。 流动性方面，科创芯片ETF盘中换手2.31%，成交6.99亿元。拉长时间看，截至7月14日，科创芯片ETF近1年日均成交23.52亿元，排名可比基金第一。 规模方面，科创芯片ETF最新规模达301.58亿元，创近半年新高，位居可比基金第一。份额方面，科创芯片ETF最新份额达199.21亿份，创近半年新高，位 居可比基金第一。 从资金净流入方面来看，科创芯片ETF近5天获得连续资金净流入，最高单日获得7.61亿元净流入，合计"吸金"19.96亿元。 截至7月14日，科创芯片ETF近1年净值上涨58.51%，居可比基金第一，指数股票型基金排名100/2909，居于前3.44%。从收益能力看，截至2025年7月14日， 科创芯片ETF自成立以来， ...

Group 1: ETF Performance - The Sci-Tech Chip ETF has a turnover rate of 1.39% and a transaction volume of 396 million yuan [3] - As of July 9, the ETF's latest scale reached 28.504 billion yuan, marking a six-month high and ranking first among comparable funds [3] - The ETF's latest share count is 1.897 billion shares, also a six-month high and leading among comparable funds [3] - The ETF experienced a net inflow of 453 million yuan, with three out of the last five trading days showing net inflows totaling 472 million yuan [3] - The ETF's net value increased by 58.64% over the past year, ranking first among comparable funds and placing 113th out of 2907 in the index stock fund ranking [3] Group 2: Market Trends and Measures - On July 5, Shenzhen released measures to promote high-quality development in the semiconductor and integrated circuit industry, outlining ten specific support initiatives [4] - Major cloud service providers like Microsoft and Google are expected to increase capital expenditures by over 30% year-on-year by 2025, with domestic companies like Alibaba and Tencent projected to spend over 120 billion yuan and 80 billion yuan, respectively [4] - The semiconductor industry is experiencing strong double-digit year-on-year sales growth in the first half of the year, driven by artificial intelligence [4] Group 3: Key Stocks in the Index - The top ten weighted stocks in the Sci-Tech Chip Index include SMIC, Haiguang Information, and Cambrian, collectively accounting for 57.76% of the index [4] - The performance of key stocks includes slight increases for SMIC (0.12%) and Haimi Information (0.00%), while Cambrian saw a decrease of 1.16% [6]

截至2025年7月3日 10:45，上证科创板芯片指数下跌0.20%。成分股方面涨跌互现，纳芯微领涨3.25%，澜起科技上涨1.87%，乐鑫科技上涨1.53%；芯原股份 领跌，龙芯中科、源杰科技跟跌。科创芯片ETF(588200)下修调整。 流动性方面，科创芯片ETF盘中换手1.63%，成交4.60亿元。拉长时间看，截至7月2日，科创芯片ETF近1年日均成交23.25亿元，排名可比基金第一。 规模方面，科创芯片ETF近1周规模增长11.26亿元，实现显著增长，新增规模位居可比基金第一。份额方面，科创芯片ETF最新份额达186.58亿份，创近半 年新高，位居可比基金第一。 从资金净流入方面来看，科创芯片ETF近3天获得连续资金净流入，最高单日获得6.79亿元净流入，合计"吸金"14.22亿元。 数据显示，杠杆资金持续布局中。科创芯片ETF前一交易日融资净买额达6137.14万元，最新融资余额达15.32亿元。 截至7月2日，科创芯片ETF近1年净值上涨64.87%，居可比基金第一，指数股票型基金排名60/2897，居于前2.07%。从收益能力看，截至2025年7月2日，科 创芯片ETF自成立以来，最高单月回报为 ...