Group 1 - The core viewpoint of the news highlights the positive performance of the semiconductor sector, particularly the rise in the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index and the related ETF [1][2] - The Sci-Tech Semiconductor ETF (588170) has seen a recent increase in trading volume and liquidity, with a turnover rate of 6.14% and a total transaction value of 26.4 million yuan [1] - The ETF's scale has reached 431 million yuan, marking a three-month high, with the number of shares also hitting a three-month high at 407 million shares [1] Group 2 - The semiconductor industry is experiencing a mild recovery in demand, with storage chip prices rebounding since February 2025, and DDR4 prices reaching 2022 highs [1] - Global pure semiconductor foundry revenue is expected to grow by 17% year-on-year, with revenue from the 3nm node increasing by over 600% [1] - The Sci-Tech Semiconductor ETF tracks the Sci-Tech Innovation Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (59%) and materials (25%), which are key areas for domestic substitution [2]
半导体材料盘中拉升，科创半导体ETF（588170）翻红，持仓股上海合晶20cm涨停