半导体设备ETF（159516）盘中涨超1.4%，行业周期上行预期获支撑

Group 1 - The semiconductor cycle is entering an upward phase, transitioning from "expectation repair" to "prosperity verification" [1] - AI computing demand is driving the current cycle, with high-end chips like GPU and HBM experiencing sustained growth, while traditional terminals like PCs, smartphones, and automobiles are showing moderate recovery [1] - The global semiconductor industry is in the early to mid-stages of a "growth acceleration period," with AI demand as the core driving force [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which includes listed companies involved in the R&D and production of key materials and equipment for semiconductors [1] - The index focuses on the materials and equipment segments of the semiconductor industry, characterized by high technological content and growth potential [1] - Investors without stock accounts can consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Link A (019632) and Link C (019633) [1]