半导体设备ETF（159516）涨超1.2%，国产替代加速发展带来行业高景气度

Group 1 - The semiconductor industry maintains high prosperity, with TSMC raising its annual revenue growth forecast from 25% to 30%, confirming the continuation of industry prosperity [1] - The strong increase in computing power in North America has driven the switch and server supply chain, becoming a major sentiment driver [1] - The importance of domestic computing power and self-control is increasing due to geopolitical and cybersecurity restrictions, accelerating the development of domestically produced computing power chips from design to manufacturing [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream sectors of the semiconductor industry, including companies involved in semiconductor material production, processing, and manufacturing equipment research and development [1] - The index reflects the overall performance of listed companies in the semiconductor materials and equipment sector, characterized by strong technology and capital intensity [1] - Investors without stock accounts can consider the Guotai CSI Semiconductor Materials and Equipment Theme ETF Initiated Link A (019632) and Link C (019633) [1]