E Fund CSI Chip Industry ETF

589030

SOXL

159516

159558

561980

516350

512760

562590

588200

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

E Fund SSE STAR Chip Design Thematic ETF

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

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

516630

159327

516510

516920

159310

161628

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

ChinaAMC CSI Cloud Computing and Big Data Theme ETF

Wanjia CSI Semiconductor Material & Equipment Thematic ETF

E Fund CSI Cloud Computing and Big Data Theme ETF

China Universal CSI Chip Industry ETF

Tianhong CSI Chip Industry ETF

Rongtong CSI Cloud Computing and Big Data Theme Index Fund(LOF)-A

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

159560

516640

On April 2nd, influenced by market sentiment, related indices in the semiconductor industry chain collectively retreated, with the cloud computing, chip, and equipment sectors weakening simultaneously. The CSI Cloud Computing and Big Data Theme Index fell by 3.7%, the CSI Semiconductor Material Equipment Theme Index dropped by 3.6%, and the CSI Chip Industry Index decreased by 3.2%. Morgan Stanley stated that high growth in computing infrastructure investment will support demand in the semiconductor industry chain, maintaining long-term prosperity

Invesco Great Wall CSI Chip Industry ETF

Fullgoal CSI Chip Industry ETF

GF Fund CSI Cloud Computing & Big Data Index Theme ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

Penghua CSI Cloud Computing and Big Data Theme ETF

The semiconductor industry chain-related indices collectively adjusted. Institutional research report: High growth in computing infrastructure investment will support industry chain demand

159606

560500

On the morning of April 2, 2026, the CSI 500 Quality Growth Index fell by 0.68%. The prosperity cycle of storage chips is expected to continue, driven by multiple factors such as capital expenditures from cloud vendors, memory upgrades in smartphones, and accelerated data center construction. Shanxi Securities pointed out that the demand for AI computing power is growing rapidly, and domestic chips are expected to quickly capture market share. The Pengyang CSI 500 Quality Growth ETF closely tracks the CSI 500 Quality Growth Index, providing diversified investment targets

E Fund CSI 500 Quality Growth ETF

Pengyang CSI 500 Quality Growth ETF

The storage chip boom cycle is expected to continue, and the Pengyang CSI 500 Quality Growth ETF is gaining momentum during trading

589210

589070

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

GF Fund SSE STAR Chip Design Thematic ETF

Tianhong SSE STAR Chip Design Thematic 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)

515070

516650

159819

Yang Delong analyzed the investment main line of the capital market in 2026. Despite the recent market adjustments, it is expected that A-shares will continue a slow bull market. The investment strategy will shift to the "new dumbbell strategy," with one end focused on the technology innovation sector and the other end on "HALO assets," which refer to heavy asset and low elimination industries. These industries remain competitive in the AI era, especially the petrochemical and non-ferrous metal sectors, which are performing well. Investors need to pay attention to the performance verification phase of core competitive technology stocks

E Fund CSI Chip Industry ETF(516350.SH)