The price increase logic in the semiconductor storage sector is clear, and Zheng Xiaoxi from Southern Fund is exploring growth opportunities in the industry
Computing power chip stocks fluctuated upward, with MetaX surging over 10%, Cambricon rising more than 6%, while Anlogic, Moore Threads, CSMT, and Hygon Information Technology followed the rally
E Fund SSE STAR Chip Design Thematic ETF rose 1.59%, aiming for a three-day winning streak, as institutions are optimistic that domestic super nodes will begin to ramp up under the drive of AI training starting in 2026
In the past 20 days, Tianhong SSE STAR Chip Design Thematic ETF (589070) has accumulated a net inflow of over 45 million yuan, ranking first among the same category, with several memory chip companies expected to report positive performance in the first quarter
Penghua SSE STAR Chip Design Thematic ETF rose over 4.2%, and domestic super node solutions are expected to welcome a year of mass production