Group 1 - The core viewpoint of the news highlights a significant inflow of capital into the semiconductor equipment ETF (159516), with a net inflow of 20 million units, pushing its scale to over 3 billion yuan, and a total net inflow exceeding 200 million yuan in the past 10 days, indicating strong investor interest in semiconductor equipment assets [1] - Xiangcai Securities points out that the demand for edge AI computing power is rising due to the expansion of AI large models and the increasing market share of AI smart glasses and AI smartphones, which is driving steady growth in market demand for various semiconductor hardware, including high-performance Ethernet switches, advanced storage products, GPUs, and edge computing chips [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in semiconductor materials and equipment manufacturing from the A-share market, reflecting the level of domestic semiconductor industry's self-sufficiency in core materials and equipment [1] Group 2 - Investors without stock accounts can consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Linkage C (019633) and the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Linkage A (019632) as alternative investment options [1]
半导体设备ETF(159516)盘中净流入2000万份,规模突破30亿元!规模同类第一!
Mei Ri Jing Ji Xin Wen·2025-08-01 07:10