Group 1 - The computing power sector remains highly prosperous, with a long-term optimistic outlook based on the growth of tokens, despite the lack of blockbuster applications causing short-term discrepancies [1] - Investment recommendations include focusing on the optical module and CPO segments, as well as continuously monitoring domestic computing power chain-related sectors [1] - The semiconductor equipment ETF (code: 159516) tracks the semiconductor materials and equipment index (code: 931743), which includes listed companies in the semiconductor materials and equipment manufacturing sector, reflecting the overall performance of the industry [1] Group 2 - The index constituents exhibit high growth potential and significant technical barriers, with industry allocation concentrated in the upstream segments of the semiconductor supply chain, including wafer manufacturing equipment, testing equipment, and photolithography materials [1] - Investors without stock accounts are advised to consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Link A (019632) and Link C (019633) [1]
算力板块景气度较高,半导体设备板块盘中上扬,半导体设备ETF(159516)盘中涨超1%
Mei Ri Jing Ji Xin Wen·2025-06-19 02:53