集成电路ETF（159546）涨超2.4%，行业技术突破与需求扩张引关注

Group 1 - The semiconductor industry is experiencing growth driven by the increasing penetration and demand for new technologies and products in sectors such as automotive electronics, new energy, IoT, big data, and artificial intelligence [1] - The push for domestic production is intensifying, highlighted by the US-China trade friction, emphasizing the importance of supply chain security and self-sufficiency in the semiconductor sector. The government is enhancing support for local semiconductor manufacturing through policies, tax incentives, and talent development [1] - In July, the value added of the computer, communication, and other electronic equipment manufacturing industries increased by 10.2% year-on-year, indicating sustained high demand in the industry [1] Group 2 - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which primarily covers companies in the semiconductor and related industries, including chip design, manufacturing, and packaging testing, reflecting the overall performance of listed companies in the integrated circuit sector [1] - Investors without stock accounts can consider the Guotai Zhongzheng All Index Integrated Circuit ETF Initiated Link C (020227) and Guotai Zhongzheng All Index Integrated Circuit ETF Initiated Link A (020226) [1]