Today, the Penghua Semiconductor ETF had a net subscription of 88 million units, with institutions stating that the demand for AI infrastructure is surging, and the supply-demand gap in storage will continue for 1-2 years
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The Penghua Semiconductor ETF had a net subscription of 88 million units today. Institutions pointed out that the demand for AI infrastructure construction has surged, and the supply-demand gap for storage will continue for 1-2 years. Despite market concerns that storage prices may slow down, institutions believe that TurboQuant technology will accelerate the popularization of AI applications, thereby increasing storage demand. External conflicts have limited impact on memory manufacturers. The Guozheng Semiconductor Chip Index fell by 3.63%, with component stocks generally declining. The latest quote for the Penghua Semiconductor ETF is 1.04 yuan
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