Likes ReceivedChips surge violently in a V-shape, STAR Chip ETF Huatai-PineBridge (588750) surges over 9% with heavy volume
On July 21, the chip sector surged violently during trading, driving a V-shaped reversal in the broader market.
As of 13:05, the STAR Market Chip ETF Huatai-PineBridge (588750) rose 9.32%, with intraday turnover exceeding 400 million RMB, surpassing the previous day's full-day volume; among index weighted stocks, Raytron Technology hit the daily limit up, Jiehuate hit the daily limit up, Dongxin Microelectronics rose 19.22%, Hua Hong Grace Semiconductor rose 16.8%, and Zhongke Feice rose 15.63%.
Domestic large models and computing infrastructure have seen dense catalysts.
Month of Dark Side released the Kimi K3 open-source large model, with performance comparable to international top-tier levels. Impacted by explosive demand, existing computing clusters are approaching their capacity limits. The company has urgently suspended subscriptions for new C-end users to fully protect the rights and interests of existing members.
Additionally, it was reported that Zhipu AI has established a 1GW-level large data center, fully adopting domestic AI chips, and has built multiple ten-thousand-card computing clusters, continuously consolidating the domestic computing foundation.
At the 2026 World Artificial Intelligence Conference, domestic AI chip "Four Little Dragons" including Moore Threads, MetaX, Biren Technology, and Enflame Technologies showcased their super-node products collectively; Huawei Ascend 950 super-nodes made their first public appearance in real machine form with the largest scale in the industry. From single-chip breakthroughs to super-node cluster deployment, domestic computing power is accelerating its leap to a system-level advancement, providing solid support for the scaled application of large models.
Huachuang Securities stated that as AI computing demand transitions from training to inference stages, AI chip and AI application companies will enjoy a larger market space. STAR Market semiconductor enterprises are expected to see a resonant rise in both earnings and valuations.
As of the previous trading day, the STAR Market Chip ETF Huatai-PineBridge (588750) had gained 29.1% over the past three months and 131.15% over the past year, showing outstanding historical performance.
Fueled by recent positive domestic and international news catalysts, the STAR Market Chip ETF Huatai-PineBridge (588750) continues to attract capital inflows. As of the previous trading day, as of the previous trading day, the fund recorded a net inflow of 3.545 billion RMB over the past month. The fund's latest scale reached 7.815 billion RMB.
Bullish on the historic AI opportunities in the semiconductor industry, investors can focus on the STAR Market Chip ETF Huatai-PineBridge (588750). Ordinary investors can gain exposure through ETFs with low thresholds, without needing to open separate permissions, dispersing risk with one click, and efficiently seizing the core opportunities of China's semiconductor industry upgrade.
The AI infrastructure is entering a super cycle, with supply-demand gaps in storage, CPUs, wafers, and advanced packaging all exceeding expectations. The target index of the STAR Market Chip ETF Huatai-PineBridge (588750), comprising CPU/GPU + Storage + Advanced Manufacturing, has a content weight of up to 82%! It highly focuses on the high-purity chip track. The 20% price fluctuation limit allows easy grasping of growth opportunities in high-prosperity tracks. Off-exchange investors can follow the feeder funds (A: 020628; C: 020629), which allow 7*24 subscription and redemption.
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