牛市看硬科技？半导体顺势爆发，半导体设备ETF（561980）连续2日获资金抢筹

Group 1 - The market focus has shifted back to "hard technology" with a notable surge in the semiconductor sector, as evidenced by the semiconductor equipment ETF (561980) rising by 2.44% on July 23 [1] - The semiconductor sector is expected to experience a rebound as it remains at a relatively low level for the year, indicating potential for short-term price recovery [1] - Domestic GPU companies, such as Moer Technology and Muxi Co., have received IPO approvals, and Yangtze Memory Technologies has made significant breakthroughs in promoting "domestic manufacturing" equipment, which is expected to strengthen market sentiment [1] Group 2 - Among the 10 companies in the CSI Semiconductor Index that have disclosed mid-year performance forecasts, seven, including Youyan New Materials and Zhongjing Technology, are expected to see year-on-year net profit increases, with Youyan New Materials projecting a 240% increase [2] - The semiconductor sector is anticipated to enter a peak season in Q3, with recommendations to focus on design sectors such as storage, foundry SoC, ASIC, and CIS for performance elasticity [2] - The equipment and materials sector is expected to perform well, with leading manufacturers showing promising results in early 2025, while domestic substitution continues to advance [2]