机构称AI基础设施建设带动半导体高增长

Group 1 - A-shares experienced a rebound on May 14, with major indices turning positive, driven by sectors such as electric equipment, national defense, social services, and beauty care [1] - The recent rise in the theme of self-controllable technology has positively impacted the performance of the Sci-Tech Semiconductor ETF (588170) and the Xinchuang ETF (562570) [1] Group 2 - The electronic industry showed strong growth in Q1, particularly in hardware related to AI infrastructure, such as AI computing power, edge SoC, and PCB [2] - The consumer electronics sector remained resilient due to government subsidy policies, with stable growth in the Apple supply chain and easing of tariff pressures on valuations [2] - The components sector experienced strong demand driven by downstream policy subsidies, maintaining stability in Q2 with balanced supply and demand across panels, LEDs, and passive components [2] - Recommended companies include Cambrian, Haiguang Information, SMIC, Northern Huachuang, Tuojing Technology, Changdian Technology, Shenghong Technology, Huhua Electronics, Shengyi Technology, and others [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) tracks the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Theme Index, encompassing hard-tech companies in the semiconductor equipment and materials sectors [3] - The semiconductor equipment and materials industry is a key area for domestic substitution, benefiting from low domestic substitution rates and high ceilings for domestic replacement under the expanding demand driven by the AI revolution [3]