The Chip ETF E Fund (516350) attracted over 520 million in the past month, with the underlying index rising by more than 3%

As of the midday close, the CSI Chip Industry Index (H30007) rose by 3.13%; among weighted stocks, GigaDevice increased by 4.7%, Cambricon by 1.48%, NAURA Technology by 7.31%, Montage Technology by 8.56%, AMEC decreased by 0.04%, Hygon Information by 0.25%, SMIC decreased by 0.31%, Biwin Storage decreased by 1.1%, Longsys decreased by 1.85%, and Piotech increased by 6.89%.

The E Fund CSI Chip Industry ETF (516350) tracks the CSI Chip Industry Index and has continued to attract capital inflows, with a cumulative net inflow of 526 million yuan over the past month.

In terms of news, recently, a Tencent Cloud executive stated at a sub-forum of the World Artificial Intelligence Conference that to reduce inference costs to the extreme, the company will deploy domestic computing power on a large scale; the company expects to deploy NPO (Near-Packaging Optics) super nodes in Q4 2026 and calls for unified NPO industry standards domestically and internationally.

At the 2026 World Artificial Intelligence Conference, Huawei Ascend 950 super nodes will make their first public appearance in true machine form as the largest-scale super nodes in the industry; Moore Threads, MetaX, Biren Technology, Enflame Technology, and other 'Four Little Dragons' of domestic AI chips will showcase their respective super node products, demonstrating the system-level leap of domestic computing power from single chips to super node clusters.

A research report from CITIC Securities points out that it continues to be fully bullish on the domestic computing power industry chain. From scarce advanced process capabilities to a hundred flowers blooming design companies, and expected volume increases in super nodes, all are expected to 迎来 opportunities for volume expansion. Meanwhile, advanced processes, advanced packaging, advanced storage, and supporting industry chains are expected to gain strong growth momentum. The clarity of expectations for domestic computing power orders has significantly enhanced, and the supply chain restocking pace is accelerating, with related companies' financial reports expected to improve significantly.

The E Fund CSI Chip Industry ETF (516350) closely tracks the CSI Chip Industry Index, which selects listed companies involved in chip design, manufacturing, packaging, and testing, as well as those providing semiconductor materials, wafer production equipment, packaging and testing equipment, etc., from Shanghai and Shenzhen A-shares as sample stocks.

The management fee rate for the E Fund CSI Chip Industry ETF (516350) is 0.15%, the custody fee rate is 0.05%, and the comprehensive fee rate is 0.2%. The lower fee rates can effectively reduce cost expenditures for investors.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional accumulation in index investment. The index product line comprehensively layouts mainstream broad-based indices, involving multiple industry indices, covering cross-border and cross-market indices, reaching more than 10 exchanges globally. The professional index investment research team possesses rich experience in product design and investment management.