The chip sector surges across the board, with the index rising nearly 6%. Focus on the chip ETF E Fund Investment Value (E Fund).

On the morning of May 11, the chip sector opened higher and continued to gain momentum. As of 10:35, the CSI Chip Industry Index was up 5.7%. Among the constituent stocks, Zhenqi Technology rose 16.3%, and Jiangbolong rose 14.1%. Looking at overseas markets, global chip industry sentiment has continued to heat up, and the storage-chip sectors in South Korean and U.S. equities have kept strengthening and have reached new all-time highs.

A CICC research report says that currently, the valuations of cloud vendors and the chip-related segment are at lower percentiles since 2023, and have not yet reached the elevated levels generally associated with the two times of “bubble” concern in July 2024 and October 2025. This suggests that the release of mid-year (second-quarter) results in July may become a key time point to validate the next round of market trend and shift in direction.

The CSI Chip Industry Index selects 50 stocks covering the entire chip industry chain in a balanced way, involving areas such as chip design, manufacturing, packaging, and testing, as well as providing chips with semiconductor materials, wafer production equipment, packaging and testing equipment, and other materials or equipment. The E Fund Chip ETF (516350; index-tracking fund, Connect Fund A/C: 018411/018412) tracks this index. Its management fee rate is only 0.15% per year, helping investors take advantage of chip-sector investment opportunities at a low cost.

Daily Economic News