E Fund SSE STAR Chip Design Thematic ETF

589030

SOXL

159516

159558

516350

Recently, the logic behind the price increase in the storage sector is clear, and the semiconductor industry shows strong growth momentum. Zheng Xiaoxi from Southern Fund accurately grasps the core opportunities in the industry, capturing the benefits of price increases and technological upgrades. Industry research reports indicate that the output value of storage will surpass that of wafer foundry, with the HBM market expected to reach USD 54.6 billion, and tight supply and demand pushing prices up. Significant technological advancements are underway, with processes advancing to 2nm and equipment demand increasing. The funds managed by Zheng Xiaoxi have performed excellently, with the Southern Information Innovation Mixed Fund and the Southern Semiconductor Industry Equity Fund both achieving returns above the benchmark

腾讯新闻 - 财经

Direxion Semicon Bull 3X

Guotai CSI Semiconductor Material Equipment Theme ETF

ChinaAMC Guozheng Semiconductor Chip ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

China Merchants CSI Semiconductor Industry ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

E Fund CSI Chip Industry ETF

Roundhill Memory ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

VanEck Semiconductor ETF

Spdr Select Tech

Guotai CSI All Share Integrated Circuit ETF

SPDR S&P Semicon

iShares Semiconductor ETF

Harvest SSE STAR Chip ETF

ROYALFLUSH INFO

The price increase logic in the semiconductor storage sector is clear, and Zheng Xiaoxi from Southern Fund is exploring growth opportunities in the industry

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688107

688709

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

Wallstreetcn

Moore Threads

Anlogic

CSMT

Hygon Information Technology

Cambricon

MetaX

GF Fund CSI Semiconductor Material Equipment Theme ETF

Huaan SSE STAR Chip ETF

Guotai SSE STAR Chip ETF

589210

589070

As of April 14, 2026, the SSE STAR Chip Design Thematic Index rose by 1.91%, and the E Fund SSE STAR Chip Design Thematic ETF increased by 1.59%, achieving three consecutive gains. In the past week, it has accumulated a rise of 12.51%, and in the past three months, the scale has grown by 166 million yuan. Industry institutions are optimistic about the market growth driven by domestic super nodes in AI training starting in 2026, with an expected market space reaching 341.4 billion yuan by 2028, with a CAGR of 194%

GF Fund SSE STAR Chip Design Thematic ETF

Tianhong SSE STAR Chip Design Thematic ETF

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

Tianhong SSE STAR Chip Design Thematic ETF (589070) has seen a cumulative net inflow of over 46 million yuan in the past 20 trading days, ranking first among the same underlying assets. On April 10th, the three major A-share indices collectively closed higher, with the SSE STAR Chip Design Thematic Index rising by 2.06%. Several memory chip companies have reported first-quarter earnings forecasts that exceeded market expectations, indicating explosive growth in the industry. Huachuang Securities pointed out that the prosperity of the computing chip industry continues to rise, with demand for AI-related products maintaining rapid growth

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

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589170

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Penghua SSE STAR Chip Design Thematic ETF rose over 4.2%, benefiting from the mass production prospects of domestic super node solutions. It is expected that by 2025, the market share of domestic AI accelerator cards will reach 41%. Domestic core switching chip manufacturers have achieved mass production of 25.6T products, and the industry is developing smoothly. The SSE STAR Chip Design Thematic Index surged strongly, with constituent stocks such as GREAT MICROWAVE and 3PEAK showing significant gains

3PEAK

Penghua SSE STAR Chip Design Thematic ETF

GREAT MICROWAVE

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

The Tianhong SSE STAR Chip Design Thematic ETF (589070) has performed strongly recently, with the underlying index rising over 2.73% and a net inflow of funds reaching 105 million yuan, growing its scale to 623 million yuan year-to-date. The index closely tracked by this ETF has increased by 46.12% over the past year, and the current valuation is at a near three-year low, offering strong cost-effectiveness. The market share of domestic GPUs is gradually increasing, and the National Integrated Circuit Industry Investment Fund supports the high-end chip design sector, promoting industry development

Funds continue to increase positions at low valuations! The Tianhong (589070) SSE STAR Chip Design ETF's underlying index has risen over 2%, with valuations below 99% of the time in the past three years

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The Tianhong SSE STAR Chip Design ETF (589070) has a target index valuation below 99% of the time, with a current PE-TTM of 173.09 times. The phase valuation pressure has been released, making it suitable for long-term investors' allocation. Recently, this ETF saw a net inflow of 121 million yuan, increasing its scale to 623 million yuan, becoming the leader among similar funds. In the market, the chip design concept has declined, with related companies such as Novosense and Biwin also experiencing declines. Within the semiconductor industry, several IC design manufacturers have issued price increase notices, and Huawei has released AI inference chips equipped with self-developed processors

Biwin

Novosense

Low valuation pullback brings configuration opportunities! The thematic index valuation of Tianhong SSE STAR Chip Design ETF (589070) is below 99% of the time since its launch

516920

159310

On March 26th, the A-share chip semiconductor sector faced overall pressure, with core segments such as AI chips and memory chips generally weakening, while only a few CPU concept stocks rose against the trend. The CSI Chip Industry Index fell by 2.6%, and the SSE STAR Chip Design Thematic Index dropped by 2.4%. Despite the overall market weakness, the E Fund Semiconductor Equipment ETF saw a net subscription of 6 million shares, indicating a counter-trend increase in capital

China Universal CSI Chip Industry ETF

Tianhong CSI Chip Industry ETF

The overall chip industry chain is under pressure, while CPU concept stocks are active against the trend, and semiconductor equipment ETFs have seen increased funding against the trend

The chip industry chain stocks collectively rebounded, with the SSE STAR Chip Design Thematic Index rising by 2.7%. The STAR Chip Design ETF E Fund (589030) and the Chip ETF E Fund (516350) saw net inflows of 57 million yuan and 42 million yuan over the past three days, respectively. Industrial Securities pointed out that short-term rebound signals have emerged amid pessimistic sentiment, and the market may face a "stagflation" scenario in the medium to long term. However, the market has priced in pessimistic expectations, providing a foundation for recovery. It is recommended to pay attention to the North American and domestic computing power chains and the AI midstream and downstream

The chip industry chain stocks collectively rebounded, focusing on the investment value of the STAR Chip Design ETF E Fund (589030) and the Chip ETF E Fund (516350)

E Fund SSE STAR Chip Design Thematic ETF(589030.SH)