Total investment approaches $120 billion; the Sci-Tech Chip Design ETF Pushan (589250) opened red in the morning session, aiming for a 4-day winning streak.

On August 7, the three major A-share indices showed mixed gains and losses, with the chip sector opening higher in the morning.

As of 9:33, the STAR Chip Design ETF Pushiyin (589250) rose by 0.24%, aiming for a four-day winning streak; among the sample stocks, Puran Shares rose 3.11%, Dongxin Shares rose 2.14%, Biwin Storage rose 1.57%, Juchen Shares rose 1.07%, 3Peak rose 0.75%, while Shengke Communication-U fell 3.08%, Jiehuate fell 1.26%, Xinxiangwei fell 1.25%, Xinfengwei fell 0.97%, and Amlogic fell 0.86%.

Data from Wind shows that as of the previous trading day, the STAR Chip Design ETF Pushiyin (589250) had a net inflow of 21.7766 million yuan over the past month.

In terms of news, on Thursday local time, SpaceX and Tesla will make an initial investment of $16.8 billion to confirm the site selection for a superchip factory. It is reported that the factory will complete the manufacturing, packaging, and testing of advanced logic chips and memory chips, with a goal of producing more than 1 terawatt of computing power annually.

Musk stated that roughly estimated, about 25% of the AI computing power produced by Terafab will be used for Tesla's Optimus robots, and 75% for AI spacecraft. According to early documents, SpaceX had previously stated that the final investment amount for the Terafab project could reach up to $119 billion.

Citi released a report believing that the pillar demand in the semiconductor industry remains solid. Data center demand, accounting for about 34% of the overall potential market for semiconductors, remains strong, and automotive and industrial demand continue to show a recovery trend.

The STAR Chip Design ETF Pushiyin (589250) closely tracks the SSE STAR Chip Design Theme Index (950162), highly focusing on 50 listed companies in the STAR board chip design sector, where digital chip design accounts for nearly 80% of the weight. It avoids segments such as semiconductor materials, equipment, manufacturing, and packaging/testing. Within the chip sector, it has a lower valuation compared to the semiconductor materials index, better aligning with industrial development trends.

In terms of elasticity, the SSE STAR Chip Design Theme Index only includes chip design companies on the STAR board, with component stocks having a daily price fluctuation limit of ±20%, offering greater elasticity and stronger offensive potential.

In terms of growth, the STAR Chip Design ETF Pushiyin (589250) tracks the SSE STAR Chip Design Theme Index. Between January 5, 2024, and March 30, 2026, the underlying index accumulated a gain of 141.86%, making it the top-performing chip industry theme index, surpassing the STAR Chip (133.60%), CSI All Share Semiconductor (97.77%), and Semiconductor Materials & Equipment (98.39%).