半导体设备ETF（159516）盘中净流入超1000万份，规模同类第一！机构：国产替代有望穿越周期

Group 1 - The core viewpoint of the articles highlights significant investment interest in the semiconductor equipment sector, driven by OpenAI's plans to increase spending substantially, with total expenditures expected to reach $115 billion by 2029, which is $80 billion higher than previous estimates [1] - OpenAI's anticipated spending for this year is projected to exceed $8 billion, which is $1.5 billion more than earlier forecasts, indicating strong demand for AI-related technologies [1] - The semiconductor equipment ETF (159516) has seen a net inflow of 15 million units, reflecting a robust market interest in semiconductor equipment assets [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream sectors of the semiconductor industry, which includes companies involved in semiconductor material supply and equipment manufacturing [1] - The index is considered an important reference for investors looking to capitalize on opportunities within the semiconductor industry, as it covers high-tech and high-growth segments [1] - As of September 11, 2025, the scale of the semiconductor equipment ETF is reported to be 3.035 billion, ranking first among six similar products [2]