HBM4记忆体
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海内外半导体产业链催化不断,中韩半导体ETF(513310)连日放量,最新规模突破11亿元创历史新高
Xin Lang Ji Jin· 2025-09-16 06:26
Group 1 - The A-share market is experiencing a strong performance in AI hardware sectors, with significant activity in GPU, server, and memory indices, particularly the China-Korea Semiconductor ETF (513310) which has seen a trading volume of 4.249 billion yuan as of 13:53 on September 16, 2025 [1] - The China-Korea Semiconductor ETF (513310) has attracted substantial capital inflow, with a record net inflow of 104 million yuan on September 15, 2025, and an average trading volume exceeding 4 billion yuan over the past three trading days [1] - The recent surge in the China-Korea Semiconductor Index is driven by multiple catalysts from the semiconductor industry, including the successful development of the sixth-generation HBM4 memory by a leading South Korean company, which has doubled bandwidth and improved energy efficiency by over 40% [1] Group 2 - The Chinese semiconductor industry is accelerating its domestic substitution efforts, with the Ministry of Commerce initiating an anti-dumping investigation on imported analog chips from the U.S., prompting domestic manufacturers to seek local alternatives [2] - Major domestic internet companies are beginning to adopt self-designed chips for training AI models, which positively impacts the domestic semiconductor industry [2] - The China-Korea Semiconductor ETF (513310) closely tracks the China-Korea Semiconductor Index, which reflects the performance of leading semiconductor companies in both China and South Korea, covering various segments of the semiconductor supply chain [2] Group 3 - The management of the China-Korea Semiconductor ETF (513310) is handled by Huatai-PB Fund, one of the first ETF managers in China, known for creating several top-scale ETFs in the A-share market [3] - The ETF has maintained a zero-error operation record for 18 years, providing diversified and high-quality index investment tools for investors [3] Group 4 - The China-Korea Semiconductor ETF (513310) was established on November 2, 2022, and as of September 15, 2025, the scale of the CSI 300 ETF (510300) is 417.811 billion yuan, while the A500 ETF by Huatai-PB is 22.475 billion yuan [4]