半导体设备指数本周涨超7%，关注半导体设备ETF易方达(159558)等投资价值

Group 1: Market Performance - The CSI Cloud Computing and Big Data Theme Index decreased by 0.1% this week, while the CSI Chip Industry Index increased by 2.9%, and the CSI Semiconductor Materials and Equipment Theme Index rose by 7.1% [1][3] - The semiconductor equipment ETF from E Fund (159558) received a net subscription of 14 million shares today, with a total net inflow of 120 million yuan this week [1] Group 2: Industry Insights - According to the International Semiconductor Industry Association, the global semiconductor equipment shipment volume increased by 24% year-on-year in Q2 this year, with mainland China holding approximately 34.4% of the global market share, making it the largest semiconductor equipment market [1] Group 3: Index Valuation - The rolling price-to-sales ratio for the CSI Cloud Computing and Big Data Theme Index is 4.9 times, while the price-to-book ratios for the CSI Chip Industry Index and the CSI Semiconductor Materials and Equipment Theme Index are 7.4 times and 6.3 times, respectively [3][6] - The valuation percentiles for the indices are 99.4% for the CSI Cloud Computing and Big Data Theme Index, 90.3% for the CSI Chip Industry Index, and 62.8% for the CSI Semiconductor Materials and Equipment Theme Index [3] Group 4: Historical Performance - Over the past month, the CSI Cloud Computing and Big Data Theme Index has increased by 10.7%, the CSI Chip Industry Index by 19.0%, and the CSI Semiconductor Materials and Equipment Theme Index by 12.6% [7] - Year-to-date, the CSI Cloud Computing and Big Data Theme Index has risen by 47.5%, the CSI Chip Industry Index by 39.3%, and the CSI Semiconductor Materials and Equipment Theme Index by 31.5% [7]