科创板改革赋能+AI共振，半导体材料ETF（562590）上涨2.47%，冲击4连涨！

Group 1 - The core viewpoint of the news highlights the strong performance of the semiconductor materials and equipment sector, with the index rising by 2.49% and key stocks like Jing Technology and Zhongke Feimeng showing significant gains [1] - The China Securities Regulatory Commission (CSRC) has introduced new policies to enhance the inclusivity of the Sci-Tech Innovation Board, allowing more companies in cutting-edge technology fields such as AI and commercial aerospace to access public markets [1] - The establishment of a growth tier on the Sci-Tech Innovation Board is expected to significantly boost the capital market's ability to support technological innovation, providing strong momentum for the integration of technological and industrial innovation in China [1] Group 2 - Guotai Junan Securities believes that the new tier on the Sci-Tech Innovation Board will benefit high-quality semiconductor companies, aligning with the trends in AI and self-controlled industries, suggesting a potential resonance between AI and technological innovation [2] - The domestic advanced process technology is continuously evolving, with AI computing chips likely shifting towards domestic foundries, creating significant opportunities for companies like SMIC and Huahong Group in the AI era [2] - The semiconductor materials ETF closely tracks the index that includes 40 companies deeply involved in the semiconductor materials and equipment sectors, reflecting the overall performance of listed companies in this industry [2]