越跌越买？科创半导体ETF连续四日获资金加仓

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) has decreased by 3.42% as of September 4 [1] - Among the constituent stocks, Huafeng Measurement Control led the decline with a drop of 7.49%, followed by Xinyuan Micro at 5.82%, Zhongwei Company at 5.59%, Hushi Silicon Industry at 5.20%, and Jingyi Equipment at 3.90% [1] - The Sci-Tech Semiconductor ETF (588170) fell by 3.55%, with the latest price at 1.17 yuan [1] Group 2 - The Sci-Tech Semiconductor ETF has seen continuous net inflows over the past four days, with a maximum single-day net inflow of 41.56 million yuan, totaling 95.55 million yuan, averaging 23.89 million yuan per day [1] - The ETF and its linked funds track the Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, focusing on semiconductor equipment (59%) and semiconductor materials (25%) [1] - The semiconductor equipment and materials industry is a significant area for domestic substitution, characterized by low domestic substitution rates and high ceilings for domestic replacement, benefiting from the expansion of semiconductor demand driven by the AI revolution, technology restructuring, and advancements in lithography technology [1] Group 3 - The Semiconductor Materials ETF (562590) and its linked funds also focus on semiconductor equipment (59%) and semiconductor materials (24%), emphasizing the upstream semiconductor sector [1]