On April 17, the three major indices showed mixed results. By the close, the Shanghai Composite Index fell by 0.1%, the Shenzhen Component Index rose by 0.6%, the ChiNext Index increased by 1.43%, and the SSE STAR Chip Design Thematic Index rose by 0.34%.
Among popular ETFs, as of the close on April 17, the Tianhong SSE STAR Chip Design ETF (589070) had a trading volume exceeding 60 million yuan, with a turnover rate of 10.37%. Among the constituent stocks, NOVOSENSE, Lontium, and XDLK led the gains.
The Tianhong SSE STAR Chip Design ETF (589070) closely tracks the SSE STAR Chip Design Thematic Index, which selects the securities of listed companies involved in the chip design field within the STAR Market as index samples, reflecting the overall performance of listed companies in the chip design sector on the STAR Market, with a high &#34;chip content.&#34;
In terms of news, according to Caixin, it has been reported that OpenAI has agreed to pay over $20 billion to the chip newcomer Cerebras over the next three years to use its chip-driven server clusters. This move by OpenAI aims to significantly reduce computing costs and decrease reliance on NVIDIA chips through diversified hardware deployment.
Dongwu Securities pointed out that in the technology sector, investment in AI hardware is booming, and domestic semiconductors are expected to accelerate development, especially in advanced processes. Benefiting from rising prices in computing, storage, and panels, semiconductor capital expenditure expectations continue to heat up. At the same time, it is recommended to continue focusing on the fiberglass sector, which benefits from the increasing demand for high-end PCBs, exacerbating the tight supply of electronic fabric capacity.
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On April 17th, the Shanghai Composite Index fell by 0.1%, the Shenzhen Component Index rose by 0.6%, and the ChiNext Index increased by 1.43%. The Tianhong SSE STAR Chip Design Thematic ETF (589070) had a trading volume exceeding 60 million yuan, with a turnover rate of 10.37%. Among the constituent stocks, NOVOSENSE, Lontium, and XDLK led the gains. OpenAI will reach an agreement with Cerebras to pay over 20 billion dollars over the next three years to use its chips, aiming to reduce computing costs and dependence on NVIDIA. Soochow Securities pointed out that domestic semiconductors are expected to accelerate development and suggested paying attention to the fiberglass sector

腾讯新闻 - 财经

Lontium

XDLK

NOVOSENSE

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Tianhong SSE STAR Chip Design Thematic ETF

OpenAI

SSE Index

Shenzhen Index

ChiNext

STAR Chip Index

Novosense

YKYY

NVIDIA

NVIDIA Corporation

The "chip content" full of technology innovation chip design ETF Tianhong (589070) had a turnover rate of over 10% last Friday, and OpenAI is reportedly set to reach a significant agreement with the chip newcomer Cerebras