The chip industry chain has declined; pay attention to investment opportunities in semiconductor equipment ETFs like E Fund (159558) and chip ETFs like E Fund (516350).

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This week, the CSI Cloud Computing and Big Data Theme Index fell by 2.5%, the CSI Semiconductor Materials and Equipment Theme Index declined by 3.3%, and the CSI Chip Industry Index dropped by 4.2%.

Morgan Stanley stated that the demand gap for computing power is significant, and the leading position of tech giants is strengthening. By 2026, the cash capital expenditure of ultra-large cloud providers is expected to exceed $740 billion, surpassing $900 billion in 2027, with a compound annual growth rate of 29% from 2024 to 2027. Continuous investment in computing infrastructure will support their competitive advantage in the AI era and will further boost demand in upstream and downstream industries such as semiconductors and data centers.

Daily Economic News

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