The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products
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This week, the CSI Cloud Computing and Big Data Theme Index fell by 2.5%, the CSI Semiconductor Material & Equipment Theme Index dropped by 3.3%, and the CSI Chip Industry Index decreased by 4.2%. Morgan Stanley pointed out that there is a significant gap in computing power demand, estimating that cash capital expenditures for hyperscale cloud providers will exceed $74 billion in 2026 and surpass $90 billion in 2027, with a compound annual growth rate of 29%. Continuous investment in computing power infrastructure will support competitive advantages in the AI era and drive demand in industries such as semiconductors and data centers
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