Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of 37 million units, indicating strong demand for semiconductor equipment assets [1] - Nvidia is optimistic about the future market space and growth rate of computing power, predicting that the AI infrastructure market will reach $3 trillion to $4 trillion in the next five years, with China's computing power market growing at an annual rate of approximately 50% [1] - Global semiconductor revenue is expected to double from 2024 to 2030, exceeding $1 trillion, driven by rapid growth in computing power demand and the importance of domestic chip performance upgrades [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 [2] - The index includes companies engaged in semiconductor material R&D, precision processing, and equipment manufacturing, reflecting the overall performance of the core foundational aspects of the semiconductor industry [2] - As of September 1, 2025, the scale of the semiconductor equipment ETF is 3.362 billion yuan, ranking first among six similar products [2]
半导体设备ETF(159516)盘中迎净流入超3000万份,规模同类第一!机构:算力板块增速乐观
Mei Ri Jing Ji Xin Wen·2025-09-02 06:17