半导体全线反弹，半导体设备ETF（159516）涨超2%

Group 1 - The semiconductor sector is experiencing a rebound, with the semiconductor equipment ETF (159516) rising over 2% and a net inflow of more than 76 million yuan yesterday [1] - Tianfeng Securities indicates an improving supply-demand balance in the electronics and semiconductor industries, with notable weekly gains in modified plastics and fluorochemicals at 11.44% and 6.04% respectively, reflecting a recovery in upstream material demand [1] - Key recommended areas include OLED materials (e.g., Lite-On Optoelectronics, Aolide) and electronic gases (e.g., Huate Gas, Jinhong Gas), highlighting the acceleration of domestic substitution in display panels and semiconductor manufacturing [1] Group 2 - 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 [1] - The index includes listed companies engaged in semiconductor material research, production, and equipment manufacturing, reflecting the overall performance of key upstream companies in the semiconductor industry [1] - The index is characterized by high technical barriers and growth potential, effectively representing the development status of the semiconductor industry's upstream [1]