半导体设备ETF（159516）涨超1.5%，行业技术突破或将催动发展

Group 1 - The core viewpoint of the article highlights the introduction of the AI computing cluster solution Cloud Matrix 384 at the WAIC2025 conference, which utilizes a fully interconnected topology for efficient collaboration [1] - The Atlas 900 A3 SuperPoD features a super-node architecture with ultra-large bandwidth of 392GB/s, ultra-low latency of less than 1 microsecond, and exceptional performance of 300 PFLOPs, enhancing the training performance of models like LLaMA3 by over 2.5 times compared to traditional clusters [1] - The Ascend 910C outperforms NVIDIA's GB200 NVL72 in system-level BF16 computing power (300 PFLOPS), HBM capacity (49.2TB), and bandwidth (1229TB/s) [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the materials and equipment sectors within the semiconductor industry, covering companies involved in manufacturing, processing, and testing [1] - The index constituents are primarily companies with significant technological advantages and core competitiveness in semiconductor materials and equipment, aiming to reflect the overall performance and industry development trends of listed companies in this segment [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]