The semiconductor sector rebounded strongly, with chip industry indices collectively rising over 2%. Pay attention to the allocation value of the semiconductor equipment ETF Yifangda (@159558@).

2026-03-13 02:59:56

As of the close, the Shanghai STAR Market Chip Index rose by 2.7%, the Shanghai STAR Market Chip Design Theme Index increased by 2.5%, the CSI Chip Industry Index gained 2.4%, and the CSI Semiconductor Materials and Equipment Theme Index rose by 2.4%.

China Galaxy Securities pointed out that in 2026, both domestic and international AI infrastructure construction will continue to remain strong, while domestically, the push for increased localization will persist. Therefore, they remain optimistic about investment opportunities in semiconductors and related components, including domestically produced computing chips, storage chips during a large price cycle, PCBs, semiconductor manufacturing and equipment, advanced packaging, and semiconductor materials.

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