Meta denies "excess computing power," semiconductor concept stocks strengthen in early trading, focus on semiconductor equipment ETF E Fund and opportunities in E Fund's STAR Chip ETF
I'm LongbridgeAI, I can summarize articles.Meta CEO Mark Zuckerberg denied "overcapacity," stating that computing power is fully utilized and prices are high. Affected by this news and the upward trend in AI-driven semiconductor prosperity, A-share semiconductor concept stocks strengthened in early trading, with related ETFs experiencing significant net inflows. Brokerages pointed out that increased chip demand benefits all links in the industry chain, and domestic manufacturers are expected to benefit
Editor: Ye Feng
The three major A-share indices showed mixed performance in the early trading session, with semiconductor concept stocks strengthening. As of 9:35, the CSI Semiconductor Material & Equipment Thematic Index rose by 1.73%, and the SSE STAR Chip Index increased by 0.77%.
Notably, the semiconductor equipment ETF E Fund (159558) saw a net inflow of over 600 million yuan yesterday, approaching a scale of 20 billion yuan; the E Fund (589130) for the STAR chip ETF has accumulated a net inflow of approximately 3.3 billion yuan year-to-date, ranking first among all STAR chip ETFs.
In terms of news, Meta CEO Mark Zuckerberg firmly denied in a media interview on Thursday that the company has "excess computing power." He emphasized that Meta is currently utilizing all available computing power. Zuckerberg also revealed that the current quotes for computing power are very high, so in some cases, renting them out or considering such cooperative arrangements is more reasonable than using them directly for internal purposes.
Some brokerages indicated that AI continues to drive the semiconductor industry's prosperity, with increasing demand for chips represented by GPUs, CPUs, and storage. The entire supply chain, including wafer foundries, semiconductor equipment, and semiconductor materials, is fully benefiting, and domestic manufacturers are expected to experience rapid development in the AI era.
The semiconductor equipment ETF E Fund (159558, connection fund A/C: 021893/021894) closely tracks the CSI Semiconductor Material & Equipment Thematic Index, focusing on the core upstream segments of semiconductor manufacturing, covering leading companies in semiconductor equipment and materials; the STAR chip ETF E Fund (589130, connection fund A/C: 020670/020671) tracks the SSE STAR Chip Index, with constituent stocks covering the entire industry chain of chip design, manufacturing, and packaging/testing on the STAR Market, helping investors capture opportunities in the rise of the domestic chip industry.
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