三大指数步步高，科创板半导体产业开花结硕果

Group 1 - The Shanghai Composite Index rose by 0.72% to close at 3559.79 points, while the Shenzhen Component Index increased by 0.86% to 11007.49 points, and the ChiNext Index gained 0.87% to 2296.88 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average decreased by 0.04%, the S&P 500 rose by 0.14%, and the Nasdaq Composite increased by 0.38% [1] - The Philadelphia Semiconductor Index rose by 0.12%, with notable movements in individual stocks such as Micron Technology down by 1.01% and ARM up by 3.30% [1] Group 2 - On July 21, 2025, a high-end semiconductor photoresist resin production line was inaugurated by Eight Billion Space in Zhejiang, with an expected revenue scale exceeding 100 million yuan after reaching full production [2] - The Sci-Tech Innovation Board (STAR Market) will celebrate its sixth anniversary on July 22, with a significant focus on "hard technology," particularly in the semiconductor sector, which has seen a full-chain breakthrough and deepening domestic substitution [2] - The semiconductor industry on the STAR Market is gaining attention due to the rapid development of AI, with domestic semiconductor companies benefiting from new opportunities [2] Group 3 - Guojin Securities emphasizes the importance of companies with strong performance sustainability, particularly in AI-PCB, computing power hardware, and the semiconductor sector [3] - The demand for AI-PCB is experiencing a surge, with many companies reporting strong orders and full production, indicating a potential for high growth in the second half of the year [3] - The semiconductor materials ETF and its related funds focus on the semiconductor upstream, which is crucial for domestic substitution and is expected to benefit from the expansion of semiconductor demand driven by the AI revolution [3]