此外，科创综指ETF天弘（589860）盘中一度涨超1.4%，最高触及1.355元，盘中价格创上市以来新 高。成分股中，上纬新材、品茗科技20CM涨停，迪威尔、晶合集成、聚和材料等跟涨。 科创综指ETF天弘（589860）紧密跟踪科创综指，该指数于定位于科创板市场综合指数，对科创板的市 值覆盖度约为97%，成分股覆盖小市值硬科技企业，具有极强的表征性和突出的成长属性。前十大权重 股包括寒武纪-U、海光信息、中芯国际等科技龙头。 最新消息面上，长江存储母公司完成股改，最新估值超1600亿元。据第一财经报道，长江存储科技控股 有限责任公司（以下简称"长存集团"）近日召开了股份公司成立大会，大会选举产生了股份公司首届董 事会成员。此举意味着该公司完成了股份制改革。长存集团是国内唯一一家3D NAND原厂长江存储的 母公司。据胡润研究院最新发布的《2025全球独角兽榜》，长江存储估值1600亿元，位列中国十大独角 兽第九。2025年4月，上市公司养元饮品（603156）发布对外投资公告，称旗下子公司泉泓投资出资16 亿元投资长存集团，获得后者0.99%的股份，以此计算，长存集团估值则为1616亿元。 此外，明日（9月 ...

科创综指ETF天弘（589860）紧密跟踪科创综指，该指数于定位于科创板市场综合指数，对科创板的市 值覆盖度约为97%，成分股覆盖小市值硬科技企业，具有极强的表征性和突出的成长属性。前十大权重 股包括寒武纪-U、海光信息、中芯国际等科技龙头。 芯片ETF天弘（159310）跟踪中证芯片产业指数，十大重仓股包括中芯国际、北方华创、海光信息、寒 武纪-U等龙头股。此外，芯片ETF天弘（159310）还配置了场外联接基金（A：012552，C： 012553）。 三大指数集体上涨，创业板指涨逾2%，上证科创板综合指数(000680.SH)上涨0.44%，该指数成分股 中，思瑞浦上涨超15%，纳芯微上涨超13%，艾隆科技与芯朋微上涨超8%。中证芯片产业指数 (H30007.CSI)上涨0.44%，该指数成分股中，上海贝岭涨停，圣邦股份上涨超19%，海光信息上涨超 4%，拓荆科技、士兰微与复旦微电上涨超3%。 相关ETF方面，科创综指ETF天弘（589860）上涨0.47%，实时溢价率为0.03%。芯片ETF天弘 （159310）上涨0.72%，实时溢价率为0.18%。截至9月12日，芯片ETF天弘（159310）最新 ...

Group 1 - The chip ETF Tianhong (159310) experienced a significant increase, rising over 4% at one point and currently up 2.68%, indicating a potential three-day rally with a turnover of 5.65% and a transaction volume of 59.44 million yuan [3] - The Sci-Tech Innovation Index ETF Tianhong (589860) saw a notable growth of 11.54 million yuan in scale over the past week, marking a significant increase [3] - Key stocks tracking the chip ETF include Chip Yuan Co. (688521) up 20.00%, Jiangbolong (301308) up 14.56%, and Beijing Junzheng (300223) up 14.09% [3] Group 2 - The Sci-Tech Innovation Index ETF Tianhong (589860) covers 97% of the Sci-Tech Innovation Board's market value, with over 80% allocation in strategic emerging industries such as semiconductors, artificial intelligence, and biomedicine [4] - The top ten holdings of the chip ETF Tianhong (159310) include leading companies like SMIC and North China Innovation, with the estimated weight of Cambrian Technology reaching 12.26% [4] Group 3 - On September 12, Cambrian Technology showed remarkable performance with a trading volume exceeding 20 billion yuan and a price increase of over 9%, successfully surpassing the 1500 yuan mark [4] - Unisoc announced the mass production of eSIM products, positioning itself in the AI + 5G integration market [5] - Micron Technology has seen a strong performance with a seven-day consecutive rise, with a daily increase of over 7%, driven by AI demand [5] Group 4 - The semiconductor industry demonstrated steady growth in Q2 2025, with revenue reaching 188.43 billion yuan, a year-on-year increase of 13.87%, and a net profit of 14.76 billion yuan, up 23.99% [6] - According to Zhongyuan Securities, domestic AI computing chip manufacturers are entering a phase of accelerated domestic substitution, likely to expand market share [7] - Global semiconductor monthly sales increased by 20.6% year-on-year in July 2025, marking 21 consecutive months of growth [7]

Group 1 - The chip sector is experiencing significant stock price increases, with notable gains from companies such as Sitaiwei (up 6.01%), Chipone (up 5.42%), and Anji Technology (up 4.66%) as of June 30, 2025 [1] - The Tianhong CSI Chip Industry ETF closely tracks the CSI Chip Industry Index, which includes 50 leading companies across the entire chip supply chain, reflecting the overall performance of China's listed semiconductor companies [1] - As of June 27, the top ten constituents of the CSI Chip Industry Index include SMIC, North Huachuang, Haiguang Information, and Cambrian, with a combined weight of 54.62% [1][2] Group 2 - Cambrian announced an adjustment to its share repurchase price ceiling from RMB 297.77 per share to RMB 818.87 per share, with its stock price at RMB 585.50 per share as of June 27 [4] - The SEMI report indicates that global front-end semiconductor suppliers are accelerating expansion to meet the rising demand for generative AI applications, with a projected compound annual growth rate of 7% from 2024 to 2028, reaching a record monthly capacity of 11.1 million wafers [4] - Domestic demand for photolithography machines remains strong, as they are the largest segment in semiconductor equipment, with expectations for continued expansion of domestic wafer fabs [4] Group 3 - The domestic large model sector is entering an accelerated release cycle, with companies like MiniMax launching several new models and OpenAI's CEO hinting at the upcoming release of GPT-5, indicating growing competition and investment opportunities in the AI application industry [5]