Group 1 - The A-share market opened lower on June 13, 2025, but the CSI Semiconductor Materials and Equipment Theme Index rose by 0.71% despite the overall market decline [1] - Key stocks in the semiconductor materials sector, such as Youyan New Materials, Zhongke Feimeng, and Zhongjuxin, saw significant increases, with Youyan New Materials up by 4.78% [1] - The Semiconductor Materials ETF (562590) also experienced a rise of 0.48%, with a one-year cumulative increase of 13.55% as of June 12, 2025 [1] Group 2 - Guosen Securities has raised its forecast for global semiconductor sales in 2025 to $700.9 billion, with an expected growth of 8.5% to $760.7 billion in 2026 [2] - The demand for logic and memory chips is driven by artificial intelligence, cloud infrastructure, and advanced consumer electronics, which are expected to maintain double-digit growth in 2025 [2] - The Semiconductor Materials ETF (562590) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, selecting 40 related listed companies, indicating potential opportunities as AI hardware market develops [2]
华为开发者大会2025开发大会即将开幕!半导体材料ETF(562590)逆势上涨!
Mei Ri Jing Ji Xin Wen·2025-06-13 03:07