The direction of the chip GPU is soaring, Tianfeng Electronics: High -performance chip autonomous controllable, controllable, more urgent

In the early morning of September 2, the chip stocks once again exerted their strength, the GPU direction continued to lead, and the Cambrian opened for 14 minutes and 20%daily limit sealing! Jing Jia slightly rose more than 5%, Zhuo Shengwei rose more than 4%.

Chip stocks rose sharply to boost the electronic sector, and the electronic ETF (515260) continued to rise, once rose by more than 1%. The market data shows that the recent electronic ETF (515260) has continued to be favored by funds. In the last 8 trading days, the total net purchase has been purchased over 18 million yuan.

On the news, the overnight US semiconductor sector showed weakness. August 31st U.S. Chip Design Company Nvidia claims that it is required to restrict the export of two new generation of flagship GPU computing chips A100 and H100, which is used to accelerate artificial intelligence missions.

CITIC Securities pointed out that in 2021, in the global GPU market, the top three NVIDIA, AMD, and Intel revenue can basically represent the revenue of the entire industry. At present, manufacturers such as the X86 solution, Cambrian and other manufacturers are struggling to catch up. Tianfeng Securities said that in the new international environment, high -performance chips are independent and controllable, and related high -performance chip industry chain domestic listed companies are worthy of attention.

Data show that the electronic ETF (515260) tracks the CSI Electronics 50 index, covering 32 concepts of semiconductor and chip, and the weight of the "core" exceeds 63%. The latest valuation of the target index is 24.17 times, which is lower than the time interval of nearly 90%of history, and the valuation cost performance continues to increase.

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