半导体设备ETF（159516）跌超1%，连续4日净流入额超3亿元

Group 1 - The semiconductor sector experienced a decline today, with the semiconductor equipment ETF (159516) dropping over 1%. However, it has seen a net inflow of over 300 million yuan for four consecutive days, with its shares increasing by over 50% since the beginning of the year [1] - According to Zhongyuan Securities, global semiconductor sales are projected to grow by 19.8% year-on-year in May 2025, marking 19 consecutive months of year-on-year growth and a month-on-month increase of 3.5%. WSTS forecasts a year-on-year growth of 11.2% for global semiconductor sales in 2025 [1] - The demand for edge AI computing power is expected to rise due to the proliferation of AI large models and the increasing market share of AI smart glasses and AI smartphones. This will drive steady growth in the market demand for various semiconductor hardware, including high-performance Ethernet switches, advanced storage products, GPUs, and edge computing chips [1] Group 2 - The traditional consumer electronics sector, including smartphones, PCs, and IoT, is showing signs of weak recovery, while domestic substitution remains a prevailing trend. Semiconductor companies with autonomous and controllable capabilities are likely to continue benefiting from these trends [1]