半导体设备ETF（159516）盘中净流入超2000万份，半导体设备ETF（159516）连续4日净流入超2.4亿元，规模超30亿元！规模同类第一！

Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of 26 million units, surpassing 3 billion yuan in scale, with over 240 million yuan net inflow for four consecutive days, indicating strong capital interest in semiconductor equipment assets [1] - The recent release of the "U.S. AI Action Plan" by the Trump administration aims to accelerate AI development in the U.S. by easing regulations and expanding energy supply for data centers, positioning U.S. hardware and software as the global standard for AI innovation [1] - The plan suggests that the U.S. will implement stricter export controls on semiconductor equipment and components, increasing the urgency for domestic equipment and component self-sufficiency, which is beneficial for the related industry chain [1] Group 2 - 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 [1] - The index components cover key upstream segments of the semiconductor industry, including core materials and equipment supply areas such as silicon wafers, photoresists, and etching machines, reflecting the level of domestic self-sufficiency in basic materials and core equipment in the semiconductor industry [1]