科创半导体ETF（588170）连续4日获资金加仓！机构密集调研半导体！

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index decreased by 0.6% as of July 17, 2025, with mixed performance among constituent stocks [1] - The leading stocks included He Lin Wei Na with a rise of 3.08%, Hu Silicon Industry up by 1.12%, and Fu Chuang Precision increasing by 0.39%, while Zhongke Fei Ce fell by 1.98%, Anji Technology down by 1.92%, and Huahai Qingke decreased by 1.34% [1] - The Sci-Tech Semiconductor ETF (588170) dropped by 0.69%, with the latest price at 1.01 yuan, but showed a cumulative increase of 5.86% over the past month, ranking in the top half among comparable funds [1] Group 2 - In July, the top five companies attracting the most attention from fund companies included Zhongji Xuchuang, Lexin Technology, Taotao Automotive, Xiangyu Medical, and Juguang Technology, with 71, 49, 41, 40, and 38 fund companies respectively conducting research on them [1] - The focus of fund institutions in July has been on four major industry sectors: pharmaceutical biology, machinery equipment, automotive, and semiconductors [1] - The Sci-Tech Semiconductor ETF tracks the Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, encompassing hard-tech companies in the semiconductor equipment and materials sectors, which are crucial for domestic substitution [2] - The semiconductor equipment and materials industry has a low domestic substitution rate and a high ceiling for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution and advancements in lithography technology [2] - The Sci-Tech Semiconductor ETF experienced continuous net inflows over four days, with a maximum single-day net inflow of 16.21 million yuan, totaling 24.38 million yuan, and an average daily net inflow of 6.10 million yuan [2]