Summary · why it matters
Ping An STAR 50 ETF rose 1.77% to 1.27 yuan, while the SSE STAR 50 Index gained 2.06%. Among constituents, Skyverse Technology jumped 11.31%, MetaX Integrated Circuits rose 6.42%, and Centec Communications advanced 5.62%, with VeriSilicon and Nexchip Semiconductor also moving higher. In news, SK Hynix said it will invest 38.4 billion dollars in South Korea to build wafer fabs to meet growing memory chip demand in the AI era, and its chairman Chey Tae-won stressed that the most severe memory shortage will emerge next year. Caitong Securities noted that global semiconductor equipment sales are expected to reach 165.9 billion dollars in 2026, up 23.2% year on year and a record high, as domestic substitution shifts from an option to a necessity.