国内外云厂商投入持续高增，资金积极布局，半导体设备ETF（159516）盘中迎大额净流入

Group 1 - The cash flow ETF (159399) saw a net inflow of 55 million, indicating strong demand for semiconductor equipment assets [1] - Domestic and international cloud vendors are significantly increasing investments in artificial intelligence, with capital expenditures from Microsoft and Google expected to grow over 30% year-on-year by 2025, while Alibaba and Tencent's capital expenditures are projected to exceed 120 billion and 80 billion respectively [1] - The semiconductor industry is experiencing double-digit year-on-year sales growth in the first half of the year, driven by artificial intelligence [1] Group 2 - Several A-share semiconductor companies are planning to list in Hong Kong, which may enhance their access to international capital markets and expand overseas production and sales [2] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index, reflecting the overall performance of upstream companies in the semiconductor industry [2] - The index components focus on technology-intensive areas, highlighting growth attributes and showcasing the technological innovation-driven characteristics of the semiconductor materials and equipment manufacturing sector [2]