越涨越“吸金”，科创半导体ETF（588170）近一周涨7.8%，近5日资金流入超3.6亿

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 1.05%, with notable increases in stocks such as SMIC (up 4.48%) and Shengmei Shanghai (up 2.82%) [1] - The Sci-Tech Semiconductor ETF (588170) increased by 0.7%, reaching a latest price of 1.3 yuan, and has seen a cumulative increase of 7.83% over the past week [1] - The ETF experienced significant net inflows, with a peak single-day net inflow of 136 million yuan and a total of 368 million yuan over the past five days [1] Group 2 - Huatai Securities is optimistic about structural opportunities in AI-related demand and the expansion of advanced logic in China by 2026, with overseas AI-related advanced logic and storage being major drivers of capital expenditure [2] - Domestic companies like SMIC and Huahong have recently raised funds, and Changxin has initiated listing guidance, indicating a positive outlook for continued investment in advanced logic and storage in China by 2026 [2] - It is expected that the market share of domestic equipment enterprises in China will increase by 6% year-on-year to 29% by 2026 [2]