科技板块走强，半导体设备ETF（159516）、消电ETF（561310）均涨超1.5%

Group 1 - The global semiconductor industry is showing significant signs of recovery, driven by the demand for upgraded smart terminal products such as smartphones, personal computers, and wearable devices [1] - According to WSTS, global semiconductor sales are projected to reach $627.6 billion in 2024, representing a year-on-year growth of 19.1% [1] - The semiconductor market is expected to experience a slowdown in growth in 2025, but still achieve an increase of 11.2% [1] Group 2 - Leading companies in the chip sector have reported substantial revenue and profit growth, indicating a new growth cycle for the semiconductor industry [1] - The global semiconductor equipment sales are forecasted to reach $117.1 billion in 2024, a 10.16% increase from $106.3 billion in 2023, marking a historical high [1] - The domestic semiconductor equipment and component industry is anticipated to accelerate due to multiple favorable factors such as cyclical recovery, domestic substitution, and policy support [1] Group 3 - The AI wave is driving a surge in demand for computing power, significantly increasing the need for servers, AI chips, optical chips, storage, and PCB boards [2] - Investment opportunities in the semiconductor sector can be explored through various ETFs focused on semiconductor equipment and chips [2]