半导体设备板块催化密集，资金持续布局半导体设备ETF易方达（159558）等产品

Group 1 - The semiconductor equipment sector is experiencing a positive trend, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 1.1% as of 10:40 AM [1] - The semiconductor equipment ETF, E Fund (159558), has seen a net subscription of 6 million shares during the trading session, indicating strong investor interest [1] - Huawei announced its roadmap for Ascend chips at the 2025 Global Connectivity Conference, planning to launch the Ascend 950PR chip in Q1 2026 and the Ascend 950DT chip in Q4 2026, with further upgrades planned for 2027-2028 [1] Group 2 - Yangtze Memory Technologies has officially launched its third-phase expansion plan, aiming to increase monthly production capacity to 150,000 wafers by 2025 and capture a 15% share of the global flash memory market by 2026 [1] - The development and capacity construction of domestic AI chip-specific memory HBM are actively progressing, which is expected to drive demand for semiconductor equipment [1] - The China Securities Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, with nearly 60% weight in semiconductor equipment [1]