E Fund Asia Semiconductor ETF (03486) surged more than 3% in the afternoon session to reach a new record high. The ETF tracks the Solactive Asia Semiconductor Select Index, providing exposure to 30 leading Asian semiconductor companies, including SK Hynix, Taiwan Semiconductor Manufacturing (TSM), SMIC, and HUA HONG SEMI. As of writing, the ETF was up 3.05%, trading at HK$17.9, with a turnover of HK$2.2006 million.

On the news front, according to a report from Wall Street News, Taiwan's Financial Supervisory Commission announced plans to raise the single-stock holding limit for local equity funds and actively managed ETFs from 10% to 25%. Boosted by this development, shares of Taiwan Semiconductor Manufacturing (TSM) rose over 5% during the session, setting a new historical record.

Domestic chip stocks also demonstrated robust performance today. DeepSeek officially announced that its newly launched DeepSeek-V4 model achieved significant breakthroughs across multiple core technical indicators.

Additionally, supported by strong earnings reports, the U.S. semiconductor sector continued to perform well. The Philadelphia Semiconductor Index rose 1.71% on Thursday, marking its 17th consecutive day of gains and setting a record for the longest winning streak in its history.

Central China Securities believes the semiconductor industry remains in an upward cycle, with AI serving as a key driver for the sector's growth.