On September 12th, the three major stock indexes collectively rose, with the semiconductor materials ETF (562590) up 0.13% as of 9:52. As of yesterday's close, it achieved three consecutive bullish days, with heavyweight stocks North Huachuang up 0.11% and Zhongwei Company up 0.28%.
On the news front, on Wednesday Eastern Time, the Philadelphia Semiconductor Index rose nearly 5%, marking the largest daily increase since August 9th. Large tech stocks saw a general increase, with Nvidia rising over 8%, marking the largest daily gain since August, and its market value skyrocketing by $216.1 billion (approximately RMB 154 trillion) overnight. Huang Renxun stated that the company's latest generation AI chip, Blackwell (known as the "strongest AI chip"), is facing strong demand.
Multiple institutions predict that the average growth rate of global semiconductor sales in 2024 is expected to be 18%, which is a significant increase compared to the semiconductor sales scale in 2023. China Merchants Securities pointed out that looking ahead to 2024, AI demand will continue to drive investment in semiconductor infrastructure and the purchase of related equipment.
In the current context, the Semiconductor Materials ETF (562590) and its affiliated funds (Class A: 020356, Class C: 020357) closely track the CSI Semiconductor Materials and Equipment Index, with semiconductor equipment (53.1%) and semiconductor materials (22.6%) accounting for the highest proportion in the index, with a total weight of over 75%, fully focusing on the index theme. Since the beginning of the year, the latest share of semiconductor material ETFs has reached 85.663 million, with an increase of nearly 200%.