Chip concept stocks surged strongly in the early trading! Chip ETFs, such as the Wealthy Fund, soared over 4%, and the AI computing power industry chain is currently achieving a logical closed loop.

How to achieve a logical closed loop in the AI · AI computing power industry chain?

The A-shares opened higher in the morning, with the technology sector performing strongly, and chip concept stocks erupting powerfully! Loongson Technology rose over 15%, Jiangbolong and Tianyue Advanced increased over 10%, and Changdian Technology rose over 9%.

Affected by the market, the chip ETF Fuguo (516640) surged more than 4%.

Some analysts believe that the collective strength of overseas markets like the US and South Korea in tech stocks directly catalyzed a surge in the domestic computing power chain, combined with China’s AI computing power industry chain gradually achieving a logical closed loop, with a preliminary positive cycle beginning to emerge.

In the long term, we are still in the early stages of this year’s domestic computing power rally. According to institutional estimates, to support inference needs for models like DeepSeek-V4, an additional 110k to 470k AI acceleration cards are expected, along with 283 to 1,236 new supernodes. The subsequent market pricing for the “supernodes” that will serve as a major catalyst has not yet begun trading, and segments such as domestic computing chips and switching chips are expected to accelerate volume growth. Moreover, the issuance of domestic computing power orders has not ended; DeepSeek-V4 will significantly strengthen the closed loop between domestic models and domestic computing power. Market expectations are shifting from “policy-driven substitution” to “real demand orders being fulfilled.” Going forward, a chain reaction of “stronger domestic models, greater Chinese Token demand, fuller domestic computing power orders, and more shortages of domestic equipment and materials” is expected to unfold gradually.

The chip ETF Fuguo (516640) closely tracks the CSI Chip Industry Index, covering subfields including chip design, semiconductor equipment, integrated circuit manufacturing, and semiconductor materials, helping investors efficiently share in the growth dividends of the domestic semiconductor industry. Investors without on-market accounts can consider the fund’s linked funds (Class A 014776; Class C 014777).

Daily Economic News