机构提出AI产业发展带来高端产能供需缺口，科创半导体ETF（588170）午盘顽强翻红

Group 1 - The semiconductor materials and equipment theme index on the STAR Market rose by 0.15%, with notable increases in stocks such as Longtu Guangzhao (up 3.76%) and Xinyi Chang (up 1.82%) [1] - The STAR Semiconductor ETF (588170) has seen a cumulative increase of 4.22% over the past two weeks, with a latest price of 1.07 yuan [1] - The STAR Semiconductor ETF (588170) achieved a new three-month high in terms of scale, reaching 420 million yuan, and its shares reached 395 million, also a three-month high [1] Group 2 - The demand for AI-related computing power has significantly increased, with the daily usage of tokens for the Doubao large model exceeding 16.4 trillion, a 137-fold increase compared to last year [2] - The printed circuit board (PCB) sector is expected to benefit from the growing demand for high-end GPUs and self-developed ASICs from cloud vendors, with supply tightness anticipated to last until 2026 [2] - The STAR Semiconductor ETF (588170) tracks the semiconductor materials and equipment theme index, focusing on companies in the semiconductor equipment (59%) and materials (25%) sectors, which are crucial for domestic substitution [2][3]