The index of the "pure design" + "high elasticity" technology innovation chip design ETF Puyin (589250) rose more than 1%.

As of 11:22, the SSE STAR Market Chip Design Theme Index tracked by the Puyin Science and Technology Innovation Chip Design ETF (589250) rose 1.27%. Among the heavyweight stocks, Fudan Microelectronics rose over 4%, VeriSilicon Microelectronics and Cambricon Technologies rose over 2%, and Eastchip Semiconductor rose over 1%. As of April 2, the SSE STAR Market Chip Design Theme Index has risen 42.89% in the past year.

It is worth noting that within the chip sector, the stock price performance of the chip design segment continues to lead that of semiconductor equipment, materials, and manufacturing segments, becoming the most resilient sub-sector in this round of AI computing power market trend.

The underlying index of the Puyin Science and Technology Innovation Chip Design ETF (589250) has excellent long-term performance. During the period from January 5, 2024, to March 30, 2026, the underlying index accumulated a gain of nearly 140%, making it the chip industry theme index with the highest gain, outperforming the Science and Technology Innovation Chip Index (133.60%), CSI All Share Semiconductor Index (97.77%), and the Semiconductor Materials and Equipment Index (98.39%).

On the news front, since the beginning of the new year, AI giants such as Anthropic and ByteDance have continuously released hit applications. Coupled with the "Lobster" craze driving a surge in calls to open-source large models, NVIDIA's H100 chips have ushered in a highlight moment of a "V-shaped" reversal in value in the rental market. According to the "H100 One-Year Lease Contract Price Index" launched by semiconductor research firm SemiAnalysis on Thursday, the lease contract price for this "older chip" has soared from $1.7 per hour in October 2025 to $2.35 per hour per GPU in March this year, a surge of nearly 40%.

Datong Securities stated that the explosive growth in domestic Token calls has substantially driven domestic large models to achieve a breakthrough in global competitiveness in the commercialized API track, thereby propelling domestic computing hardware from "usable" to "commercially scalable," with domestic AI chips entering a volume expansion phase.

Regarding industry distribution, the index is highly focused on the chip design industry, with digital chip design accounting for a weight of 76.3%. The index only includes chip design companies listed on the STAR Market, with constituent stocks having a daily price fluctuation limit of ±20%, offering greater elasticity and stronger offensive capabilities.