The STAR Chip Design ETF Guolian An (588780) and the Semiconductor ETF Guolian An (512480) both rose by over 2%

The Dow Jones Industrial Average halted its five-day winning streak overnight, while the S&P 500 and Nasdaq fell for two consecutive days. Some memory chip stocks plunged after their earnings reports, with SanDisk and Western Digital closing down nearly 7% and over 10%, respectively.

On August 7, the three major A-share indices rose collectively, with the semiconductor chip concept sector surging sharply during trading. As of 10:24, the Guolian An Science and Technology Innovation Board Chip Design ETF (588780) rose by 2.02%. Among its component stocks, Xinpengwei rose 7.9%, Puran Shares rose 5%, Juchen Shares rose 4.15%, Xinxiangwei rose 4.06%, and Baiwei Storage rose 3.89%. Meanwhile, Hengxuan Technology fell 2.75%, Jingchen Shares fell 1.52%, Loongson Zhongke fell 0.93%, Shengke Communications-U fell 0.66%, and Nanxin Technology fell 0.08%.

The Guolian An Semiconductor ETF (512480) surged 2.87%, with intraday turnover exceeding 700 million RMB; heavyweight stocks included GigaDevice rising 8.31%, Cambricon rising 1.01%, NAURA Technology rising 1.94%, Montage Technology rising 3.67%, AMEC rising 2.02%, Hygon Information rising 1.36%, SMIC rising 2.02%, Baiwei Storage rising 4.46%, Piotech rising 2.56%, and VeriSilicon rising 1.3%.

As of the previous trading day, the Guolian An Science and Technology Innovation Board Chip Design ETF (588780) had gained 12.34% over the past week, 17.26% over the past six months, and 74.8% over the past year, demonstrating outstanding historical performance. The fund recorded a net inflow of 214 million RMB in the past month and a cumulative net inflow of 567 million RMB over the past year.

As of the previous trading day, the Guolian An Semiconductor ETF (512480) had gained 9.29% over the past week, 32.78% over the past six months, and 91.93% over the past year, also showing outstanding historical performance. The fund recorded a net inflow of 2.577 billion RMB in the past month, with an average daily turnover of 2.254 billion RMB, ranking first among peers.

Notably, the Guolian An Semiconductor ETF (512480) is currently the only ETF in the entire market tracking the CSI All-Share Semiconductor Index, possessing scarcity value.

In terms of news, Apple and its suppliers are urgently purchasing sufficient memory chips in preparation for the upcoming new iPhone models. With less than six weeks until the anticipated launch of the highly anticipated foldable iPhone Ultra, as well as the iPhone 18 and iPhone 18 Pro, Apple's assembly supply chain is accelerating coordination for DRAM memory chips.

Currently, Apple relies heavily on Micron for DRAM supply but also purchases from SK Hynix and Samsung. However, as demand from AI data centers continues to squeeze storage resources, global DRAM supply is tightening, and Apple is beginning to face supply pressures it has rarely encountered before. With continuous production of A20 Pro wafers, the pace of DRAM delivery is becoming a key variable determining subsequent packaging efficiency and overall device production speed.

Guolian Minsheng Securities pointed out that the rise of domestic computing power has become an important trend in industrial development, focusing on three main lines: "chips, FABs, and super-nodes." Regarding chips, the growth in AI demand combined with accelerated domestic substitution has pushed domestic AI chips into a phase of rapid volume expansion. Domestic large models continue to iterate, with Token call volumes growing rapidly. Leading cloud providers are continuously tilting capital expenditure toward AI, keeping computing power demand at high levels of prosperity. Meanwhile, the supply of high-end AI chips overseas remains restricted, further enhancing the importance of domestic substitution. Currently, the shipment share of domestic AI chips has exceeded 40%, and related manufacturers' product matrices are continuously improving. Domestic AI chips are accelerating from product validation to large-scale delivery.

The Guolian An Science and Technology Innovation Board Chip Design ETF (588780) offers elastic returns with a 20% price limit. Its tracked index components include 50 leading chip enterprises on the Science and Technology Innovation Board, with the chip design industry accounting for over 90% of the weight, boasting a high "chip content." It targets the high-prosperity niche track of semiconductors, reflecting trends in the core computing power sector. The Guolian An Science and Technology Innovation Board Chip Design ETF (588780) is the earliest-established product among those tracking the same index.

Additionally, the Guolian An Semiconductor ETF (512480) has attracted significant market attention as the only ETF currently tracking the CSI All-Share Semiconductor Index, allowing for a more balanced one-click layout of China's entire semiconductor industry chain. Off-exchange feeder funds are available (Class A: 007300; Class C: 007301).

Risk Warning: All information above is for reference only and does not constitute investment advice. All investment operation information cannot serve as the basis for investment decisions. Investment involves risks, and caution should be exercised when entering the market.

Note: "Earliest established" refers to the fact that as of August 6, 2026, the Guolian An Science and Technology Innovation Board Chip Design ETF was the earliest-established ETF in the entire market tracking the SSE Science and Technology Innovation Board Chip Design Theme Index.