资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、 设计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联 接基金为，A类：008887；C类：008888。 1月12日早盘，A股三大指数走势分化，上证指数盘中上涨0.25%，互联网、文化传媒、软件等板块 涨幅靠前，摩托车、能源设备跌幅居前。芯片科技股震荡走强，截至10点09分，芯片ETF（159995）上 涨1.68%，其成分股龙芯中科上涨9.52%，长电科技上涨7.09%，中微公司上涨6.77%，兆易创新上涨 5.58%，晶盛机电上涨4.28%。 近日，英伟达创始人兼CEO黄仁勋在国际消费电子展CES 2026上发表主题演讲，并正式发布Rubin 平台。该平台由六款专为打造超凡 AI 超级计算机而设计的全新芯片组成，包括Vera CPU、Rubin GPU、NVLink 6 交换机、ConnectX-9 SuperNIC、BlueField-4 DPU 和 NVIDIA Spectrum-6 以太网交换 机，6款芯片协同设计，从而大幅缩短训练时间并降低推理 token 成本。 ...

1月6日早盘，A股三大指数集体上涨，上证指数盘中上涨0.73%，贵金属、券商、基本金属等板块涨幅 靠前，通信设备、林木跌幅居前。芯片科技股继续走强，截至10:04，芯片ETF（159995）上涨2.43%， 其成分股华海清科上涨7.88%，中微公司上涨6.80%，拓荆科技上涨5.56%，北方华创上涨5.35%，华润 微上涨4.94%。 中山证券表示，展望2026年，AI相关产业景气度有望维持，国产替代加速有望带来国内半导体行业的 机会。根据有关机构预测，2026年云计算巨头资本支出有望维持40%以上的增长，AI行业的景气度有望 维持在较高水平。同时AI相关芯片国产化进程持续推进，有望带动国产设备材料公司股价表现好于电 子行业整体。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设 计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联接 基金为，A类：008887；C类：008888。 （文章来源：每日经济新闻） 12月30日，长鑫发布招股说明书，公司计划募资295亿，其中75亿用于存储器晶圆制造量产线技术升级 改造项目，13 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 国金证券表示，2026年全年全球存储芯片仍将供不应求，有望持续涨价，预计2026年DRAM的位元 供应量增幅约为15%至20%，而需求增速预计将达到20%至25%左右。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、 设计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联 接基金为，A类：008887；C类：008888。 每日经济新闻 （责任编辑：张晓波 ） 1月5日早盘，A股三大指数集体上涨，上证指数盘中上涨0.64%，保险、半导体、医疗保健等板块 涨幅靠前，石油天然气、公路跌幅居前。芯片科技股走强，截至10点08分，芯片ETF（159995）上涨 3.52%，其成分股中微公司上涨11.48%，兆易创新上涨7.99%，北京君正上涨6.31%，澜起科技上涨 6.01%，华 ...

Group 1 - The A-share market showed mixed performance with the Shanghai Composite Index rising by 0.09%, while sectors like cultural media, education, and the internet performed well, while forestry and energy equipment sectors faced declines [1] - The semiconductor sector exhibited divergence, with the chip ETF (159995) down by 0.74%, while individual stocks like Hu Silicon Industry, Northern Huachuang, and Shengmei Shanghai saw increases of 1.12%, 1.06%, and 1.01% respectively [1] - However, companies like Beijing Junzheng and Chip Origin experienced poor performance, with declines of 5.11% and 2.99% respectively [1] Group 2 - The global semiconductor sales have seen year-on-year growth for eight consecutive quarters, with WSTS revising its forecasts for 2025 and 2026, predicting double-digit growth for three consecutive years from 2024 to 2026 [3] - Domestic semiconductor industry growth is driven by AI demand, the rise of domestic chip design companies, and localized manufacturing needs, with a focus on wafer foundry, advanced packaging, and upstream semiconductor equipment materials [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share semiconductor industry, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]

Core Viewpoint - The chip ETF (159995) opened with a slight increase of 0.17%, indicating a stable market performance for semiconductor-related investments [1] Group 1: ETF Performance - The chip ETF (159995) opened at 1.752 yuan [1] - The ETF's performance benchmark is the National Securities Semiconductor Chip Index return rate [1] - Since its establishment on January 20, 2020, the ETF has achieved a return of 74.80%, with a recent one-month return of 9.46% [1] Group 2: Major Holdings Performance - Major holdings in the chip ETF include: - Cambrian (寒武纪) down 0.84% - SMIC (中芯国际) down 0.33% - Haiguang Information (海光信息) up 0.02% - Northern Huachuang (北方华创) down 0.23% - Lanke Technology (澜起科技) up 0.16% - Zhaoyi Innovation (兆易创新) down 0.49% - OmniVision (豪威集团) down 0.33% - Changdian Technology (长电科技) up 0.11% - Unisoc (紫光国微) down 0.05% [1]

Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.26%, led by gains in sectors such as fine chemicals, forestry, and building materials, while aerospace and education sectors experienced declines [1] - The chip technology sector showed strength, with the chip ETF (159995) rising by 0.88%, and notable increases in component stocks such as Northern Huachuang (up 4.50%), Beijing Junzheng (up 4.10%), and Cambrian (up 3.99%) [1] Group 2 - The storage chip industry is expected to enter a new price increase cycle by Q4 2025, as major players Micron, Samsung, and SK Hynix have raised contract prices for DRAM and NAND Flash products, with corresponding increases in spot prices [3] - The AI server market's sustained high demand, along with the upgrade cycle for storage chips in smartphones like the iPhone, is anticipated to drive a new development cycle in the storage industry, prompting investment opportunities in domestic storage industry chain listed companies [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambrian, Changdian Technology, and Northern Huachuang [3]

Group 1 - The core viewpoint of the articles emphasizes that Huaxia Fund is a leader in the domestic ETF market, focusing on a comprehensive multi-asset platform to enhance investor experience and capture market opportunities [1][2] - Huaxia Fund offers a wide range of ETF products, with a total of 116 ETFs covering core broad-based indices, hot industries/themes, commodities, domestic and international markets, and strategy indices [1] - The company is actively participating in the CITIC Securities ETF live competition, promoting its flagship ETF products such as the Robot ETF, Chip ETF, and Cash Flow 500 ETF, which cater to specific investment themes and strategies [1][2] Group 2 - The A500 ETF fund aggregates leading companies across various industries and overweights emerging sectors, helping investors capture core assets in the A-share market [2] - Huaxia Fund aims to promote the concept of ETF investment through its quality products and professional expertise, contributing to the development of a more comprehensive index investment ecosystem [2]

Group 1 - A-shares experienced a collective decline on December 10, with the Shanghai Composite Index dropping by 0.60% during the session, while sectors such as forestry, retail, and engineering machinery showed positive performance [1] - The chip sector remained sluggish, with the chip ETF (159995) down by 1.10% as of 10:31 AM, and key component stocks like Lanke Technology, Haiguang Information, and Zhongwei Company falling by 3.27%, 2.69%, and 2.23% respectively [1] - Some individual stocks were active, with Huazhong Microelectronics rising by 10.61% and Haowei Group increasing by 2.97% [1] Group 2 - On December 9, U.S. President Trump announced that NVIDIA would be allowed to deliver its H200 chip products to qualified customers in China and other countries, under the condition of ensuring U.S. national security [3] - The sales revenue from these chip products will see 25% allocated to the U.S. government, and it was noted that China has been informed and responded positively [3] - Open Source Securities indicated that the restoration of supply for chips like the H200 could promote the comprehensive upgrade of domestic AI models, accelerating the development of the domestic AI ecosystem and potentially expanding demand for domestic computing power chips, which would be a long-term benefit for the domestic chip sector [3]

Group 1 - The A-share market experienced a collective decline, with the Shanghai Composite Index dropping by 0.41% as of midday on December 2 [1] - The chip sector showed weakness, with the chip ETF (159995) down by 1.19%, and key component stocks such as Beijing Junzheng, Jinghe Integrated, and Northern Huachuang falling by 3.16%, 2.52%, and 2.44% respectively [1] - Some individual stocks in the chip sector were active, with OmniVision Technologies rising by 0.33% and BGI Genomics increasing by 0.27% [1] Group 2 - TSMC's chairman, Wei Zhejia, highlighted a shortage in advanced process capacity during the annual supply chain forum, indicating plans for the construction or expansion of 10 wafer fabs globally next year [3] - Huaxi Securities expressed optimism about the domestic chip industry's development, emphasizing that the current period is the best time for the advancement of domestic chips, driven by the upgrade of chip architecture and advanced process manufacturing [3] - The chip ETF (159995) tracks the National Chip Index, which includes 30 leading companies in the A-share chip industry across various segments such as materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]

Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.29%. Key sectors that performed well included precious metals, base metals, and energy equipment, while engineering machinery and power generation equipment faced declines [1] - The chip technology sector showed mixed performance, with the chip ETF (159995) down by 0.30%. Notable gainers among its constituent stocks included Beijing Junzheng up by 4.99%, Hu Silicon Industry up by 2.60%, and Changdian Technology up by 1.98%. Conversely, companies like Tuojing Technology and Jinghe Integration experienced declines of -4.30% and -3.40%, respectively [1] Group 2 - Alibaba Group reported its Q2 FY2026 earnings, with revenue increasing by 5% year-on-year to 247.795 billion yuan. AI-related product revenue continued to show strong momentum, achieving another quarter of triple-digit year-on-year growth. Over the past four quarters, Alibaba's capital expenditure in AI and cloud infrastructure reached approximately 120 billion yuan [3] - Huajin Securities highlighted Huawei's release of the "Intelligent World 2035" and "Global Digital Intelligence Index 2025" reports, indicating that general artificial intelligence will be a transformative technological driver over the next decade, with total societal computing power expected to grow by up to 100,000 times by 2035. The report suggests a positive outlook for the semiconductor cycle driven by AI, recommending attention to the entire semiconductor industry chain [3] - The chip ETF (159995) tracks the Guozheng Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang. The fund has both A-class (008887) and C-class (008888) options available [3]