科创板半导体ETF（588170）近60日涨幅领先同类，机构认为半导体产业持续向好

Group 1 - The core viewpoint is that the semiconductor industry in China is experiencing growth and transformation, driven by domestic policy support and the need for self-sufficiency in semiconductor manufacturing [2][3] - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index has shown a slight increase of 0.07%, with notable gains from companies like Andl Micro-Nano (up 2.57%) and SMIC (up 1.79%) [1] - Nvidia has resumed supply of its H20 computing power chips to China, and AMD plans to restart exports of MI308 chips, indicating a positive trend in international semiconductor supply to China [1] Group 2 - The domestic semiconductor equipment sector has room for improvement in localization rates, and the industry is expected to benefit from horizontal category expansion and vertical technological integration [2] - The Sci-Tech Semiconductor ETF (588170) has seen a 2.54% increase over the past 60 days, outperforming similar products, reflecting growing investor interest in the semiconductor sector [1][2] - By 2025, the proportion of locally sourced AI chips in China is expected to rise to 40%, potentially equalizing with the share of externally sourced chips, highlighting the shift towards domestic supply [1]