集成电路ETF（159546）上涨1.0%，半导体周期上行预期获多重验证

Group 1 - The integrated circuit ETF (159546) has risen by 1.0%, indicating multiple validations of the semiconductor cycle's upward expectations [1] - Open Source Securities suggests that the semiconductor cycle may be entering an upward phase, transitioning from "expectation repair" to "prosperity verification" [1] - The global semiconductor industry is in the early to mid-stages of a "growth acceleration period," with AI demand becoming the core driving force of this cycle [1] Group 2 - The semiconductor industry is characterized by both growth and cyclicality, currently positioned at the starting point of a new upward phase, exhibiting typical "bull long, bear short" characteristics [1] - The integrated circuit index (932087) tracks companies involved in integrated circuit design, manufacturing, packaging, testing, and related materials and equipment, reflecting the overall performance of publicly listed companies in the integrated circuit sector [1] - The index constituents possess high technical content and growth potential, serving as an important indicator for technology-style allocation [1]