The STAR Chip Design ETF Guolian An (588780) and the Semiconductor ETF Guolian An (512480) both rose by over 3%

On August 7, the three major A-share indices rose collectively; the Shenzhen Component Index and ChiNext Index both gained over 1%, while the STAR 50 rose nearly 2%. The memory chip concept surged significantly. As of 14:10, the Guolian An STAR Chip Design ETF (588780) rose 3.43%, with an intraday turnover rate exceeding 14%. Among its constituent stocks, Xinpengwei rose 11.66%, Ruichuang Weinuo rose 9.63%, ASR Microelectronics-U rose 7.52%, Juvictor Microelectronics rose 6.75%, and Puya Shares rose 6.25%, while Amlogic fell 2.11% and Bestech fell 1.44%.

The Guolian An Semiconductor ETF (512480) surged 3.34%, with intraday trading volume exceeding 1.5 billion RMB. Key weight stocks included GigaDevice which rose 8.31%, Cambricon rose 1.7%, NAURA Technology rose 0.84%, Montage Technology rose 3.41%, AMEC rose 1.35%, Hygon Information rose 1.93%, SMIC rose 2.55%, Biwin Storage rose 5.35%, Piotech rose 1.27%, and VeriSilicon rose 5.77%.

As of the previous trading day, the Guolian An STAR Chip Design ETF (588780) had a one-week gain of 12.34%, a six-month gain of 17.26%, and a one-year gain of 74.8%, demonstrating outstanding past performance. The fund recorded a net inflow of 214 million RMB in the past month and a cumulative net inflow of 567 million RMB over the past year.

As of the previous trading day, the Guolian An Semiconductor ETF (512480) showed a one-week gain of 9.29%, a six-month gain of 32.78%, and a one-year gain of 91.93%, also reflecting strong past performance. The fund saw a net inflow of 2.577 billion RMB in the past month, with an average daily trading volume of 2.254 billion RMB, ranking first among peers.

Notably, the Guolian An Semiconductor ETF (512480) is currently the only ETF in the entire market tracking the CSI All-Share Semiconductor Index, possessing scarcity value.

In terms of news, SpaceX and Tesla will initially invest $16.8 billion to build Terafab in Grimes County, Texas—a state-of-the-art AI semiconductor complex—to secure chip capacity that Elon Musk deems crucial for their companies' futures. The factory aims to bridge the gap between global chip supply and the over 1 terawatt of computing power SpaceX and Tesla are expected to need in the coming years.

This vertically integrated, 100-million-square-foot Terafab facility will handle the manufacturing, packaging, and testing of advanced logic chips and memory chips under one roof. These chips will drive Tesla's Optimus robot and Cybercab, as well as produce high-power chips required for SpaceX's space data centers.

On another front, today's customs data revealed that China's total import and export value of goods reached 30.13 trillion yuan in the first seven months of this year, up 17.3% year-on-year, continuing a positive growth trend. Specifically, integrated circuit exports continued to surge, with export values skyrocketing 116.57% year-on-year, maintaining a high-growth momentum.

Wanlian Securities pointed out that in Q2 2026, the proportion of electronic industry funds held heavily and over-weighted reached a multi-year high. Institutions continue to focus on AI computing power and semiconductor self-reliance. Cambricon, AMEC, and NAURA Technology, among other semiconductor targets, occupied nine of the top ten spots in fund heavy holdings, indicating highly concentrated capital allocation in domestic equipment and AI chip sectors. Meanwhile, sub-sectors benefiting from AI computing infrastructure construction, such as PCBs, memory, and MLCCs, also received significant additional positions, reflecting the simultaneous boost in upstream material and equipment demand amid the expansion cycle of industry prosperity.

The Guolian An STAR Chip Design ETF (588780) offers elastic returns with a 20% price limit. Its tracked index constituents include 50 leading chip enterprises on the STAR Market, with the chip design sector accounting for over 90% of the portfolio, boasting a high "chip content." It targets the high-prosperity niche of semiconductors, reflecting trends in core computing power segments. It is also the earliest-established product tracking this index.

Additionally, the Guolian An Semiconductor ETF (512480) has attracted significant market attention as the only ETF currently tracking the CSI All-Share Semiconductor Index, allowing for a more balanced one-click layout of China's entire semiconductor industry chain. Off-exchange feeder funds are available (Class A: 007300; Class C: 007301).

Risk Warning: The above information is for reference only and does not constitute investment advice. All investment operation information cannot serve as a basis for investment decisions. Investment involves risks, and caution should be exercised when entering the market.

Note: "Earliest established" refers to the fact that as of August 6, 2026, the Guolian An STAR Chip Design ETF was the earliest-established ETF in the entire market tracking the SSE STAR Market Chip Design Theme Index.