半导体设备ETF（159516）涨超1.3%，行业景气度上行获机构印证

Group 1 - The semiconductor industry is experiencing two major trends driven by new technologies such as AI: increased technology penetration in automotive electronics, new energy, IoT, big data, and AI, which are becoming significant growth drivers for the semiconductor sector; and accelerated domestic production processes due to the emphasis on supply chain security highlighted by US-China trade tensions, with domestic wafer manufacturing and supporting industries rapidly developing under policy support [1] - The semiconductor equipment sector is benefiting from the global demand growth for AI and the logic of domestic substitution, with overseas computing power demand continuing to exceed expectations, and the lifting of valuation suppression factors after the domestic H20 chip ban, indicating a potential sustained upturn in industry prosperity [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry, selecting listed companies involved in semiconductor material supply and equipment manufacturing as index samples to reflect the overall performance of enterprises related to semiconductor infrastructure [1] Group 2 - Investors without stock accounts can consider the Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Linkage C (019633) and Guotai Zhongzheng Semiconductor Materials and Equipment Theme ETF Initiated Linkage A (019632) [1]