超90亿元主力资金狂涌！科创半导体ETF（588170）收涨3.99%

Core Viewpoint - The semiconductor materials and equipment sector on the STAR Market has shown strong performance, with significant increases in key stocks and ETFs, indicating positive market sentiment and potential investment opportunities in this area [1]. Group 1: Market Performance - As of August 20, the STAR Market semiconductor materials and equipment thematic index rose by 3.89% [1]. - Key component stocks such as Shanghai Hejing increased by 12.42%, Xinyi Chang by 9.32%, and Zhongke Feicai by 7.78% [1]. - The STAR semiconductor ETF (588170) also saw a rise of 3.99% [1]. Group 2: Market Sentiment - The daily K-line of the STAR semiconductor ETF (588170) displayed a bullish engulfing pattern, suggesting a positive market outlook [1]. - There was continuous premium trading at the end of the session, indicating that capital may continue to favor this sector [1]. Group 3: Capital Inflow - As of the market close, the main capital inflow into the semiconductor sector (Shenwan secondary) reached 9.5 billion yuan, making it the top sector in terms of capital accumulation [1]. Group 4: Sector Composition - The STAR semiconductor ETF (588170) and its linked funds track the STAR Market semiconductor materials and equipment thematic index, which includes 59% semiconductor equipment and 25% semiconductor materials companies [1]. - The semiconductor equipment and materials industry is a crucial area for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution [1]. - This sector is expected to benefit from the expansion of semiconductor demand driven by the artificial intelligence revolution, waves of technological restructuring and mergers, and advancements in lithography technology [1].