AI或为半导体行业新动能，关注半导体设备（159516）机会

Group 1 - The semiconductor sector experienced a positive trend on July 24, with various ETFs showing gains: Semiconductor Equipment ETF (1.39%), Integrated Circuit ETF (1.37%), Chip ETF (1.30%), and Sci-Tech Chip ETF (0.90%) [1][2] - The U.S. government announced an AI action plan that may lead to deregulation in the AI sector, which is expected to boost demand for semiconductors, particularly in AI applications [2][6] - TSMC anticipates a strong demand for AI semiconductors, projecting a revenue growth rate of nearly 30% by 2025, driven by N3N5 and HPC platforms [2][6] Group 2 - The semiconductor materials and equipment index has a P/E ratio of 67.17x, indicating that while valuations are not at a low point, the narrative around AI has strengthened the growth potential of the semiconductor industry [6][7] - The GPU market in China has surpassed 100 billion yuan, with domestic manufacturers still relatively small, suggesting significant long-term growth potential [7] - The global AI upgrade has elevated the necessity for AI development in China, creating new opportunities for the semiconductor industry [7]