Strong performance + high prosperity! The chip offensive resumes, Huabao Fund's Sci-Tech Chip ETF (589190) rises by 2.7%! The heavyweight leader Cambrian surges by 8% intraday.

On the morning of April 7th, chip stocks moved unusually, with the Sci-Tech Innovation Chip ETF Huabao (589190) reaching a intraday high of 2.7%! Among the constituent stocks, Shengke Communication-U and Lianyun Technology soared over 11%, while the heavyweight leader Cambrian Micro rose more than 8% during the session.

On the news front, the semiconductor industry’s prosperity continues to improve. According to disclosed data, the overall revenue and net profit growth rates of A-share semiconductor companies in 2025 are accelerating further compared to 2024, with several core companies showing impressive performance. Meanwhile, driven by exploding AI computing power demand, increased volume of advanced process manufacturing, and growth in advanced packaging needs, the semiconductor equipment industry is generally considered to have entered a high-growth turning point.

GF Securities pointed out that in recent years, led by new technologies such as AI, semiconductors show the following trends: the penetration rate increase and demand growth in fields like automotive electronics, new energy, Internet of Things, big data, and artificial intelligence are important drivers of growth for the semiconductor sector. At the same time, domestic localization continues to advance, and the development of domestic wafer manufacturing and supporting industries is an inevitable trend.

Shenwan Hongyuan Securities noted that exports in the semiconductor field are important evidence; in the first two months of 2026, export value surged 72.6% year-on-year to $43.3 billion, with prices increasing over 50% year-on-year. The computing power base adopts domestic suppliers and architectural innovations, such as the open-source RISC-V architecture, which is weakly affected by overseas restrictions. Chinese AI companies provide semi-customized solutions combining “foundation models + industry customization + system integration,” deeply embedded in customer business processes, penetrating all aspects of the industry, and leading in commercialization.

The Sci-Tech Innovation Chip ETF Huabao (589190) and its linked funds (Linked A: 021224, Linked C: 021225) passively track the Sci-Tech Innovation Chip Index, whose top ten weightings are SMIC, Haiguang Information, Cambrian Micro, Lankuo Technology, Zhongwei Company, Xinjie Co., Ltd., Baiwei Storage, Tuojing Technology, Yuanjie Technology, and Huahong Company.

Data sources include the Shanghai and Shenzhen stock exchanges, public information, etc.

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MACD golden cross signals formed, these stocks are on a strong upward trend!