AI持续破圈，带动半导体板块行情爆发，集成电路ETF（159546）涨超3%

Group 1 - The core viewpoint is that the demand for edge AI computing power is increasing due to the rise of AI large models and the market share growth of AI smart glasses and AI phones, which is driving steady growth in the market demand for various semiconductor hardware such as high-performance Ethernet switches, advanced storage products, GPUs, and edge computing chips [1] - In the traditional consumer electronics sector, there is a weak recovery trend in smartphones, PCs, and IoT segments, coupled with the ongoing trend of domestic substitution, which is expected to benefit semiconductor companies with independent controllable capabilities [1] - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which selects listed companies involved in integrated circuit design, manufacturing, packaging testing, and related materials and equipment to reflect the overall performance of the integrated circuit industry [1] Group 2 - The constituent stocks of the integrated circuit index have high technical content and growth potential, making it an important indicator for technology style allocation [1] - Investors without stock accounts can consider the Guotai CSI All-Share Integrated Circuit ETF Initiated Link C (020227) and Guotai CSI All-Share Integrated Circuit ETF Initiated Link A (020226) [1]