冲击三连阳！半导体的“黄金贝塔”行情要开始了

Group 1 - The semiconductor sector is experiencing a resurgence, with the semiconductor equipment ETF (561980) showing a significant increase, up 1.27% at midday, indicating a potential three-day rally [1][3] - Recent announcements from leading manufacturers in the upstream wafer fabrication sector reveal expansion plans, with major bidding activities scheduled for Q3, suggesting a critical turning point for the industry [3] - Over 30 semiconductor companies have disclosed performance forecasts for the first half of 2025, with more than 80% of these companies expecting positive earnings growth, indicating a robust recovery in the sector [3] Group 2 - The semiconductor equipment ETF (561980) has seen a net inflow of 31.8 million in the last two days, reflecting a shift in investment strategy towards this sector [1][3] - The median net profit growth for these companies is projected to exceed 80%, marking the highest growth rate for the same period since 2021 [3] - Despite strong earnings growth and favorable industry conditions, semiconductor stock prices remain relatively low, indicating a "lagging" phenomenon that aligns with current market preferences for high-low switching [4] Group 3 - Historical data shows that the semiconductor equipment and materials sector has the potential for significant price elasticity, with the CSI Semiconductor Index experiencing a 165.93% increase since 2018 [5][6] - The semiconductor equipment ETF (561980) is positioned as a high-elasticity option for investors looking to capitalize on the anticipated recovery in the semiconductor industry [6]