芯片龙头ETF（516640）业绩比较基准为中证芯片产业指数收益率，管理人为富国基金管理有限公司， 基金经理为张圣贤，成立（2021-08-19）以来回报为19.13%，近一个月回报为13.34%。 来源：新浪基金∞工作室 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月13日，芯片龙头ETF（516640）开盘跌0.08%，报1.188元。芯片龙头ETF（516640）重仓股方面，中 芯国际开盘跌0.13%，寒武纪跌1.65%，海光信息跌0.00%，北方华创跌0.37%，澜起科技涨0.00%，兆易 创新涨1.59%，中微公司跌1.20%，豪威集团涨0.19%，芯原股份涨0.23%，长电科技跌0.41%。 ...

Core Viewpoint - The Chip Leader ETF (516640) opened with a slight increase of 0.48%, priced at 1.054 yuan, indicating a stable market performance for chip-related investments [1] Group 1: ETF Performance - The Chip Leader ETF (516640) has a performance benchmark based on the CSI Chip Industry Index return [1] - Since its establishment on August 19, 2021, the ETF has achieved a return of 4.90% [1] - Over the past month, the ETF has experienced a return of -1.83% [1] Group 2: Major Holdings Performance - Among the major holdings, SMIC opened with a gain of 0.19% [1] - Cambrian fell by 0.77%, while Haiguang Information saw a minimal increase of 0.01% [1] - Northern Huachuang increased by 0.22%, and Lanke Technology rose by 2.75% [1] - Zhaoyi Innovation gained 1.46%, while Zhongwei Company decreased by 0.08% [1] - OmniVision Technologies increased by 0.23%, and Chipone Technology rose by 0.18% [1] - Changdian Technology experienced a decline of 0.08% [1]

来源：新浪基金∞工作室 12月9日，芯片龙头ETF（516640）开盘跌0.38%，报1.046元。芯片龙头ETF（516640）重仓股方面，中 芯国际开盘跌1.38%，寒武纪跌3.02%，海光信息跌1.33%，北方华创跌0.43%，澜起科技涨0.02%，兆易 创新跌0.88%，中微公司跌1.47%，豪威集团涨0.02%，芯原股份跌2.06%，长电科技跌0.43%。 芯片龙头ETF（516640）业绩比较基准为中证芯片产业指数收益率，管理人为富国基金管理有限公司， 基金经理为张圣贤，成立（2021-08-19）以来回报为5.16%，近一个月回报为-2.03%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Core Viewpoint - The semiconductor leader ETF (516640) opened down by 2.18% at 0.986 yuan, reflecting a broader decline in the semiconductor sector [1] Group 1: ETF Performance - The semiconductor leader ETF (516640) has a performance benchmark based on the CSI Semiconductor Industry Index return [1] - Since its establishment on August 19, 2021, the ETF has returned 0.82%, while its return over the past month is -3.38% [1] Group 2: Major Holdings Performance - Key holdings in the ETF include: - SMIC (中芯国际) down 2.50% - Cambricon (寒武纪) down 2.42% - Haiguang Information (海光信息) down 2.25% - Northern Huachuang (北方华创) down 2.40% - Lattice Semiconductor (澜起科技) down 2.66% - Zhaoyi Innovation (兆易创新) down 5.07% - Zhongwei Company (中微公司) down 2.90% - OmniVision (豪威集团) down 1.31% - Chipone (芯原股份) down 4.01% - Changdian Technology (长电科技) down 1.44% [1]

Group 1 - The semiconductor sector experienced a collective rise, with significant gains in sub-sectors such as AI chips and memory chips, as evidenced by the semiconductor leader ETF (516640) closing up 6.42% and the Kweichow Moutai semiconductor ETF (588810) up 6.28% [1] - Notable individual stocks included Changchuan Technology hitting the daily limit up, Nanda Optoelectronics rising over 17%, and Shengmei Shanghai increasing over 14% [1] - Recent catalysts for the semiconductor sector include the Ministry of Industry and Information Technology promoting pilot projects for intelligent connected vehicles, which is expected to drive demand for automotive-grade chips [1] Group 2 - The implementation of the "six merger rules" by the China Securities Regulatory Commission has led to a nearly 40% year-on-year increase in mergers and acquisitions in the semiconductor industry, accelerating industry consolidation and technological iteration [1] - There are growing expectations for price increases in upstream semiconductor silicon wafers, with reports indicating that TSMC plans to raise prices for its 3nm and 2nm process nodes, with a 24% increase in fees for the high-end 3nm N3P process compared to the previous generation [1] Group 3 - The semiconductor leader ETF (516640) closely tracks the CSI semiconductor industry index, covering various sub-sectors including chip design, semiconductor equipment, integrated circuit manufacturing, and semiconductor materials, enabling investors to efficiently share in the growth dividends of the domestic semiconductor industry [1] - Investors without on-site accounts can consider the linked funds of this product (Class A 014776; Class C 014777) [1]

Group 1 - The semiconductor sector is experiencing a strong performance, with significant gains in various chip-related ETFs, including a 3.53% increase in the Kexin Chip ETF and a 3.25% rise in the Chip Leader ETF [1] - Nvidia is developing a new AI chip, the B30A, based on the Blackwell architecture, which is expected to outperform the H20 model, with testing deliveries planned to start in September [1] - The domestic semiconductor industry is accelerating its expansion in response to the urgent need for self-sufficiency, particularly due to the tightening of high-tech export controls by the U.S. against China [1] Group 2 - The Kexin Chip ETF closely tracks the Kexin Chip Index, focusing on chip companies in the Sci-Tech Innovation Board, which have higher elasticity and a significant proportion of core segments in chip design, semiconductor equipment, and materials [2] - Semiconductor equipment is a critical component of the upstream semiconductor industry chain and is one of the most urgent areas for domestic substitution, indicating a broad future development prospect [2]

Core Viewpoint - The major indices continue to rise, with the Shanghai Composite Index reaching a nearly 10-year high of 3741 points, driven by strong performances in technology sectors such as semiconductors, AI chips, big data, and cloud computing [1] Group 1: Market Performance - The big data ETF (515400) saw an intraday increase of 3.72%, while the Sci-Tech Chip ETF (588810) rose by 3.23%, and the Chip Leader ETF (516640) increased by 2.77% [1] - Notably, the component stock of the big data ETF, Dawning Information Industry, surged over 27% during intraday trading, and Yonyou Network reached its daily limit [1] Group 2: Industry Developments - The semiconductor industry is experiencing significant activity, with Huahong Semiconductor announcing plans to acquire Huali Microcontrol, leading to a stock suspension [1] - Huawei's Pura 80 series users have revealed the "Huawei Kirin 9020" chip for the first time in five years through a system update [1] Group 3: Financial Data - According to the Ministry of Industry and Information Technology, the revenue from information technology services reached 48,362 billion yuan in the first half of the year, marking a year-on-year increase of 12.9% and accounting for 68.5% of the total industry revenue [1] - Integrated circuit design revenue amounted to 2,022 billion yuan, reflecting a significant year-on-year growth of 18.8%, while cloud computing and big data service revenue reached 7,434 billion yuan, up 12.1% year-on-year [1] Group 4: ETF Insights - The big data ETF (515400) selects 50 listed companies in the big data industry, including companies like iFlytek and Dawning Information Industry, covering software development, IT services, and cloud computing [2] - The Sci-Tech Chip ETF (588810) closely tracks the Sci-Tech Chip Index, focusing on chip companies in the Sci-Tech Board, which have higher elasticity and significant representation in chip design and semiconductor equipment [2] - The semiconductor equipment sector is identified as a critical component of the upstream semiconductor industry chain, with a strong demand for domestic alternatives and promising future development prospects [2]

Group 1 - The three major indices continued to rise, with the Shanghai Composite Index briefly surpassing 3700 points, driven by strong performances in the semiconductor and AI chip sectors [1] - The semiconductor ETFs, including the Kweichow Moutai ETF (588810), saw significant gains, with increases of 4.2%, 3.72%, and 3.65% for various ETFs tracking chip-related indices [1] - Key stocks such as Cambricon and Haiguang Information experienced substantial price increases, with Cambricon rising over 13% and Haiguang Information over 10% [1] Group 2 - The National Information Office announced that China has made significant breakthroughs in key core technologies in the digital field, establishing a complete industrial chain in integrated circuits covering design, manufacturing, packaging, testing, and equipment materials [1] - China's overall strength in artificial intelligence has seen a systemic leap, with AI patent applications accounting for 60% of the global total [1] - Huawei is set to launch a new AI SSD technology on August 19, which is expected to significantly reduce reliance on HBM technology, with inference latency potentially decreasing by 78% and single-card throughput expected to increase by 67% [1] Group 3 - The Kweichow Moutai ETF (588810) closely tracks the Sci-Tech Chip Index, focusing on chip companies in the Sci-Tech Board, which have higher elasticity and a greater proportion of core chip segments such as design, semiconductor equipment, and materials [2] - Semiconductor equipment is identified as a critical component of the upstream semiconductor industry chain and is one of the most urgent areas for domestic substitution, indicating a broad future development prospect [2]