摩尔线程科创板IPO将于本周上会，科创半导体ETF（588170）低开高走

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.83%, with notable increases in constituent stocks such as Huahai Chengke (+5.27%) and Linweina (+3.43%) [1] - The IPO of Moer Thread, a leading domestic GPU company, is set to be reviewed on September 26, 2025, focusing on high-performance computing fields such as AI and digital twins [1] - Advanced packaging is identified as a crucial direction for domestic computing chip performance breakthroughs, with companies like Huawei and Cambricon accelerating chip iterations [1] Group 2 - Huatai Securities is optimistic about structural opportunities in AI-related demand and advanced logic expansion in China by 2026, with domestic companies like SMIC and Huahong recently raising funds [2] - The Sci-Tech Innovation Board semiconductor ETF tracks the semiconductor materials and equipment index, which includes 59% semiconductor equipment and 25% semiconductor materials companies [2] - The semiconductor equipment and materials industry is a key area for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution and technological advancements [2]