Computing power mainline surges forward, integrated circuit ETF Guotai jumps over 5%

On May 11th, the Guotai (159546) Integrated Circuit ETF surged over 5%.

Relevant institutions stated that looking ahead, the domestic computing power space is vast, and there are still strong expectations for future growth. The implementation and verification of DeepSeek V4’s domestic GPU “Core Sea Strategy” demonstrates the feasibility of domestically produced AI chips, marking a critical turning point where domestic AI chips become usable, sufficient, and scalable. Relying on abundant electricity and the world’s second-largest computing power market, China can support autonomous AI development through large-scale deployment, and domestic chip localization is entering an earnings realization phase. In terms of market size, China’s AI chip market could exceed 200 billion yuan by 2026. Due to earlier limitations such as capacity, the subsequent growth rate may surpass that of overseas markets. From the first quarter’s situation, as bottlenecks in technology and capacity gradually ease, the domestic computing power blue ocean worth hundreds of billions of yuan finally shows promise for realization in performance.

The Guotai (159546) Integrated Circuit ETF tracks the Integrated Circuit Index (932087), which selects securities of listed companies involved in integrated circuit design, manufacturing, packaging, and testing from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of listed companies related to integrated circuits.

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