来源：新浪基金∞工作室 2月5日，芯片ETF汇添富（516920）开盘跌0.62%，报1.120元。芯片ETF汇添富（516920）重仓股方 面，寒武纪开盘跌1.68%，中芯国际跌1.61%，海光信息跌2.11%，北方华创跌1.61%，兆易创新跌 4.39%，澜起科技跌5.28%，中微公司跌2.64%，豪威集团跌0.69%，拓荆科技跌3.47%，紫光国微跌 1.61%。 芯片ETF汇添富（516920）业绩比较基准为中证芯片产业指数收益率，管理人为汇添富基金管理股份有 限公司，基金经理为何丽竹，成立（2021-07-27）以来回报为12.66%，近一个月回报为9.15%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 ...

Group 1 - Texas Instruments provided a strong outlook, indicating a significant recovery in demand for analog chips and MCUs, particularly driven by the AI data center construction [3][5] - The company's Q4 performance was slightly below market expectations, but the revenue and profit forecast for the current quarter exceeded expectations, leading to a nearly 10% increase in stock price during after-hours trading [3][5] - The semiconductor industry is expected to see a robust expansion, with a projected market value of $772.2 billion in 2025 and $975.5 billion in 2026, reflecting a year-on-year increase of 26% [6] Group 2 - The recent price hikes by cloud service providers like Google Cloud and Amazon Web Services may trigger a chain reaction among other cloud companies, impacting the overall market dynamics [4] - The semiconductor ETF Huatai (516920) has seen significant interest, with a notable increase in trading volume and several constituent stocks experiencing gains, indicating a positive sentiment in the chip sector [4][10] - Analysts suggest that the recovery in the semiconductor market, particularly for analog chips, is being driven by unprecedented AI demand, which is expected to continue into 2026 [5][7]