Potentially driven by NVIDIA's antitrust investigation, A-share technology autonomy and controllability sectors surged today (September 16)! The Electronic ETF (515260), covering semiconductors and Apple supply chain, saw intraday gains reaching 2.36% before closing up 1.1%, setting a new high since listing! Daily trading volume reached 283 million yuan, approaching highs not seen since January 2021.
The ETF's breakout above listing highs with heavy volume may signal capital inflows! Electronic ETF (515260) frequently traded at premium levels, indicating stronger buying interest! The significant volume surge suggests substantial capital deployment! Notably, Shanghai Stock Exchange data shows the Electronic ETF (515260) has attracted net inflows for three consecutive days, totaling 20.23 million yuan.
Three key constituent stocks deserve attention: ① Loongson Technology hit the 20% daily limit intraday, closing up over 14%; ② Dawning Information Industry Co.,Ltd. touched the daily limit multiple times, closing up over 8%, with net main fund inflows of 3.4 billion yuan, topping A-share capital attraction rankings; ③ Victory Giant Technology(Huizhou) Co.,Ltd. rose over 5% today, surging 727% year-to-date, with daily trading volume exceeding 22.1 billion yuan, ranking first in A-share trading volume.
Chart: Top 10 constituent stocks by gains in the Electronics 50 Index
On the policy front, the Ministry of Commerce and State Administration for Market Regulation launched a "combination punch" investigation. According to the market regulator's official website, authorities decided to conduct further investigations into NVIDIA in accordance with law. Previously, the Ministry of Commerce announced on the 13th that it would initiate anti-dumping investigations on related analog chips imported from the United States starting September 13.
Regarding constituent stock developments, two positive updates warrant attention:
1. Loongson Technology's First GPU Approaching Tape-out On September 15, Loongson Technology announced that development of its first GPGPU chip 9A1000 is essentially complete, with tape-out delivery expected within Q3. The chip's graphics capability benchmarks against RX550, featuring tens of teraflops computing power, with subsequent 9A2000/9A3000 models already planned for AI edge inference applications.
Loongson Technology, hailed as a domestic dark horse, previously released the Loongson 3C6000 series server processors based on the domestically autonomous LoongArch instruction set architecture, representing 100% Chinese heritage from instruction set IP (domestic autonomous LoongArch) to design, production, and software ecosystem, completely independent of any foreign technology licensing or overseas supply chains.
2. Hygon Information Opens CPU Interconnect Bus On September 13, Hygon Information opened its CPU interconnect bus to full-stack industry partners. Guotai Securities believes this could resolve current fragmentation issues in domestic computing chip ecosystems, potentially accelerating unified intelligent computing ecosystems. Dawning's AI super-cluster systems, based on open architecture design, break down "technology and ecosystem barriers" and are expected to fully leverage cluster performance advantages, accelerating domestic computing chips' breakthrough into training scenarios.
Looking ahead, Huachuang Securities believes AI is driving value restructuring across electronic industry chains, with trends represented by explosive AI computing demand creating new growth opportunities for electronic industry chains. The electronics industry remains in an innovation phase, requiring future progression through terminal innovation breakthroughs, performance releases, and profit explosions to achieve rapid development.
[Innovative "Core" Technology, Hardcore Rise]
The Electronic ETF (515260) and its feeder funds (Class A: 012550 / Class C: 012551), covering semiconductors and Apple supply chain, passively track the Electronics 50 Index, heavily weighted in semiconductors and consumer electronics, encompassing hot industries including AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB). The top ten weighted stocks include market-discussed "Ji Lian Hai" (Cambricon, Foxconn Industrial Internet, Hygon Information).
Risk Warning: Electronic ETF and its feeder funds passively track the CSI Electronics 50 Index, with base date December 31, 2008, published July 22, 2009. Index constituent composition adjusts according to compilation rules, and backtested historical performance does not predict future index performance. Individual stocks and index constituents mentioned are for illustration only, stock descriptions do not constitute investment advice in any form, nor represent holding information or trading activities of any fund under management. Fund managers assess Electronic ETF risk level as R3-Medium Risk, suitable for balanced (C3) and above investors, with appropriateness matching opinions subject to sales institutions. Any information in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression) serves reference purposes only, and investors must take responsibility for any autonomous investment decisions. Additionally, any views, analyses, and predictions in this article do not constitute investment advice in any form for readers, nor bear any responsibility for direct or indirect losses arising from using this content. Fund investment carries risks, past fund performance does not represent future performance, and performance of other funds managed by fund managers does not guarantee fund performance. Fund investment requires caution.
MACD golden cross signals formed, these stocks show good upward momentum!
Comments