芯片50ETF(516920)
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全球共振!美股、A股存储芯片股强势大涨,兆易创新涨近5%!芯片50ETF(516920)涨超2%,国产存储产业链或迎黄金替代机遇!
Xin Lang Cai Jing· 2026-01-07 04:03
Group 1 - The core viewpoint of the news is that the storage chip sector is experiencing a significant surge driven by global demand, particularly due to AI computing needs, with A-shares following the upward trend seen in U.S. markets [3][5] - As of January 6, 2023, major U.S. storage companies saw substantial stock price increases, with Micron Technology rising over 10% and Western Digital increasing by over 16%, marking the largest single-day gain in over five years [3] - The CES exhibition highlighted advancements in the chip and storage industry, with NVIDIA introducing a new AI platform and SK Hynix showcasing innovative memory products, indicating a strong demand for high-bandwidth and large-capacity storage solutions [5][6] Group 2 - The Chip 50 ETF (516920) has seen a rise of over 2%, with a trading volume exceeding 46 million yuan, reflecting strong market interest in the sector [1][3] - The top ten component stocks of the Chip 50 ETF account for 57.21% of the total index, indicating a concentrated investment in leading companies within the semiconductor industry [6] - Predictions from TrendForce suggest that NAND flash memory contract prices will increase by 33%-38% in the upcoming quarter, while traditional DRAM prices are expected to rise by 55%-60%, signaling robust growth potential in the memory chip market [5][6]
芯片50ETF(516920)开盘跌0.48%,重仓股中芯国际跌0.41%,寒武纪跌1.32%
Xin Lang Cai Jing· 2025-12-26 01:39
Core Viewpoint - The Chip 50 ETF (516920) opened at a decline of 0.48%, indicating a downward trend in the semiconductor sector on December 26 [1] Group 1: ETF Performance - The Chip 50 ETF (516920) opened at 1.035 yuan, reflecting a decrease of 0.48% [1] - Since its establishment on July 27, 2021, the fund has achieved a return of 3.96%, with a one-month return of 8.26% [1] Group 2: Major Holdings Performance - Key stocks within the Chip 50 ETF include: - SMIC (中芯国际) down 0.41% - Cambricon (寒武纪) down 1.32% - Haiguang Information (海光信息) down 0.38% - Northern Huachuang (北方华创) down 0.23% - Lattice Semiconductor (澜起科技) down 0.71% - GigaDevice (兆易创新) down 0.45% - OmniVision (豪威集团) up 0.04% - Chipone (芯原股份) down 1.21% - JCET (长电科技) down 0.46% [1]
芯片50ETF(516920)开盘跌0.10%,重仓股中芯国际跌1.15%,寒武纪跌0.61%
Xin Lang Cai Jing· 2025-11-17 01:37
Core Viewpoint - The Chip 50 ETF (516920) opened at 1.000 CNY, experiencing a slight decline of 0.10% on November 17, indicating a challenging market environment for semiconductor stocks [1] Group 1: ETF Performance - The Chip 50 ETF's performance benchmark is the CSI Chip Industry Index return [1] - Since its inception on July 27, 2021, the ETF has recorded a return of -0.08% [1] - Over the past month, the ETF has seen a return of -4.01% [1] Group 2: Major Holdings Performance - Major holdings in the Chip 50 ETF include: - SMIC (中芯国际) down 1.15% [1] - Cambricon (寒武纪) down 0.61% [1] - Haiguang Information (海光信息) up 0.75% [1] - Northern Huachuang (北方华创) down 0.14% [1] - Lattice Semiconductor (澜起科技) up 0.09% [1] - GigaDevice (兆易创新) up 0.99% [1] - Zhongwei Company (中微公司) unchanged [1] - OmniVision (豪威集团) up 0.30% [1] - Chipone (芯原股份) up 3.08% [1] - JCET (长电科技) down 0.13% [1]
芯片50ETF(516920)开盘跌0.98%,重仓股中芯国际跌0.62%,寒武纪跌1.35%
Xin Lang Cai Jing· 2025-11-12 05:08
Group 1 - The Chip 50 ETF (516920) opened down 0.98% at 1.013 yuan on November 12 [1] - Major holdings in the Chip 50 ETF include companies like SMIC, which opened down 0.62%, and Cambrian, which fell 1.35% [1] - The performance benchmark for the Chip 50 ETF is the CSI Chip Industry Index return, managed by Huatai-PineBridge Fund Management Co., Ltd. [1] Group 2 - Since its establishment on July 27, 2021, the Chip 50 ETF has returned 2.27%, while its return over the past month has been -5.79% [1]
芯片50ETF(516920)开盘跌1.42%,重仓股中芯国际跌1.54%,寒武纪跌1.65%
Xin Lang Cai Jing· 2025-11-07 02:31
Core Viewpoint - The Chip 50 ETF (516920) opened with a decline of 1.42%, indicating a negative market sentiment towards the semiconductor sector [1] Group 1: ETF Performance - The Chip 50 ETF (516920) opened at 1.043 yuan, reflecting a decrease of 1.42% [1] - Since its establishment on July 27, 2021, the fund has achieved a return of 5.88%, while the return over the past month has been -5.62% [1] Group 2: Major Holdings Performance - Key holdings in the Chip 50 ETF experienced significant declines, including: - SMIC down 1.54% - Cambricon down 1.65% - Haiguang Information down 2.38% - Northern Huachuang down 0.83% - Lattice Semiconductor down 1.75% - Zhaoyi Innovation down 1.99% - Zhongwei Company down 1.11% - OmniVision down 0.53% - Chipone down 2.23% - JCET down 1.13% [1]
存储芯片价格不断飙升,芯片大反攻,海光信息涨超10%!同类费率最低档的芯片50ETF(516920)大涨近4%,连续6日吸金!
Xin Lang Cai Jing· 2025-11-06 03:49
Group 1 - The core viewpoint of the news highlights a significant increase in the performance of the Chip 50 ETF (516920), driven by favorable news regarding the further enhancement of domestic chip production, with a nearly 4% rise and a trading volume of 60 million yuan on November 6 [1] - The Chip 50 ETF has seen continuous net inflows for six consecutive days, accumulating over 260 million yuan in the past 20 days [1] - SK Hynix has completed negotiations with NVIDIA regarding the supply of HBM4 for next year, with the confirmed price of HBM4 set at approximately $560, which is over 50% higher than the current HBM3E price of about $370 [2] Group 2 - Citic Securities reports that the three major memory manufacturers have suspended DDR5 pricing, leading to a surge in DDR5 spot prices by 25%, with quarterly increases expected to reach 30%-50% [3] - The global semiconductor sales are showing signs of recovery, with a projected sales figure of $64.88 billion by August 2025, reflecting a year-on-year growth of 21.7% [3] - The Chip 50 ETF tracks the CSI Chip Industry Index, with the top ten constituent stocks accounting for 58.88% of the total as of November 5 [3] Group 3 - The majority of the constituent stocks of the Chip 50 ETF showed positive performance, with notable increases such as Haiguang Information rising over 10% and Cambricon Technologies increasing over 6% [4] - The management fee rate for the Chip 50 ETF is 0.15%, and the custody fee rate is 0.05%, making it one of the lowest fee options among chip-themed ETFs [3]
芯片50ETF(516920)开盘涨0.19%,重仓股中芯国际涨0.66%,寒武纪涨1.74%
Xin Lang Cai Jing· 2025-11-04 01:39
Group 1 - The core point of the article highlights the performance of the Chip 50 ETF (516920), which opened at 1.040 yuan with a slight increase of 0.19% [1] - The major holdings of the Chip 50 ETF include companies such as SMIC, Cambricon, and others, with varying performance on the opening day [1] - The ETF's performance benchmark is the CSI Chip Industry Index return, managed by Huatai-PineBridge Fund Management Co., Ltd., with a return of 3.84% since its inception on July 27, 2021, and a recent one-month return of -7.43% [1] Group 2 - Specific stock performances include SMIC up by 0.66%, Cambricon up by 1.74%, and others like Huada Semiconductor and North Huachuang showing minimal changes [1] - The article provides a detailed overview of the ETF's performance metrics and its management structure, indicating a focus on the semiconductor industry [1]