As of 10:27, the SSE STAR Chip Index (000685) fell by 0.12%. Among the weighted stocks, Yuanjie Technology rose by 4.52%, Shijia Photon rose by 3.66%, Cambrian rose by 3.39%, Ruichuang Micro-Nano rose by 2.25%, and Hu Silicon Industry rose by 1.91%. Meanwhile, China Resources Micro fell by 3.29%, Chipone fell by 2.82%, Biwei Storage fell by 2.73%, Lanke Technology fell by 2.45%, and Jinghe Integrated fell by 1.97%. As of the previous trading day, the index has increased by 145.44% over the past year.

The SSE STAR Chip ETF E Fund (589130) has been favored by investors, attracting over 270 million in the past 10 days and over 760 million in the past 20 days.

In terms of news, according to the latest memory industry survey by TrendForce, demand for AI and data centers will continue to exacerbate the global supply-demand imbalance in memory in the first quarter of 2026, with original manufacturers' bargaining power increasing. The agency has therefore revised upward the quarterly growth rates for DRAM and NAND Flash prices for the first quarter, estimating that the overall Conventional DRAM contract price will rise from the previously announced quarterly increase of 55-60% at the beginning of January to 90-95%, while the NAND Flash contract price will be adjusted from a quarterly increase of 33-38% to 55-60%, with further upward revision potential not ruled out.

CITIC Securities stated that clear profit realization signals have gradually emerged at the company level in the semiconductor industry chain, and market trading logic is shifting from "future potential" to "real profits." The three main profit paths are storage, domestic computing power chips, and equipment materials and components; the AI chip sector is expected to achieve a net profit attributable to the parent company of 25.724 billion yuan in 2025, a year-on-year increase of 62.37%; in the first quarter of 2026, it is expected to achieve a net profit attributable to the parent company of 8.245 billion yuan, a year-on-year increase of 211.85%, with profitability continuing to improve and growth momentum further strengthened.

CITIC Jianzhong stated that a number of breakthrough companies have emerged in the domestic accelerated chip field. These companies have already gained some market share in the high-end AI accelerator chip sector in the domestic market. In the future, the localization process of AI chips is expected to continue to accelerate.

The SSE STAR Chip ETF E Fund (589130) closely tracks the SSE STAR Chip Index, which selects securities related to semiconductor materials and equipment, chip design, chip manufacturing, chip packaging, and testing from companies listed on the STAR Market to reflect the overall performance of representative chip industry listed companies on the STAR Market.

The off-market connecting funds for the SSE STAR Chip ETF E Fund (589130) are (020670, 020671)