Group 1 - The core viewpoint is that the semiconductor materials and equipment sector is experiencing fluctuations, with the STAR Market Semiconductor Materials and Equipment Index down by 0.6% as of 10:22, while individual stocks show mixed performance [1] - The STAR Market Semiconductor ETF (588170) has seen a recent decline of 0.73%, with the latest price at 1.09 yuan, but has accumulated a 6.69% increase over the past week as of July 29, 2025 [1] - The liquidity of the STAR Market Semiconductor ETF is notable, with a turnover of 5.25% and a transaction volume of 21.34 million yuan, while the average daily transaction volume over the past week reached 87.06 million yuan [1] Group 2 - Xiangcai Securities indicates that major players like Samsung, SK Hynix, and Micron plan to exit the niche DRAM market, leading to a reversal in supply and demand dynamics, with prices expected to remain at mid-to-high levels in 2025 and 2026 [2] - The demand for DRAM is showing signs of weak recovery in sectors such as smartphones, PCs, IoT, and industrial control, alongside a trend towards domestic substitution, which is expected to drive prices upward for domestic storage manufacturers [2] - The STAR Market Semiconductor ETF (588170) tracks the STAR Market Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (59%) and materials (25%), which are critical areas for domestic substitution and are benefiting from the expansion of semiconductor demand driven by the AI revolution [2]
机构认为利基型DRAM供需反转价格向上,科创半导体ETF(588170)买盘活跃
Mei Ri Jing Ji Xin Wen·2025-07-30 05:27