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半导体设备板块领涨,关注半导体设备ETF易方达(159558)等产品投资机会
Mei Ri Jing Ji Xin Wen·2025-09-23 02:48

Group 1 - The semiconductor equipment sector experienced a significant rise, with the China Securities Semiconductor Materials and Equipment Theme Index increasing by 2.3% as of 9:33 AM, driven by stocks such as Changchuan Technology hitting a 20% limit up and Huafeng Measurement Control rising over 13% [1] - The semiconductor equipment ETF managed by E Fund (159558) has seen a net inflow of 160 million yuan over the past four trading days, indicating strong investor interest [1] - According to Huatai Securities, the Chinese semiconductor equipment market is expected to accelerate its shift from "East Rising, West Declining" in the second half of the year, with global equipment company revenues projected to grow by 24% year-on-year to 34 billion USD by Q2 2025 [1] Group 2 - The China Securities Semiconductor Materials and Equipment Theme Index consists of 40 stocks involved in semiconductor materials and equipment, with nearly 60% of the index comprising semiconductor equipment [1] - The E Fund semiconductor equipment ETF tracks this index, providing investors with a convenient way to capitalize on investment opportunities in the semiconductor sector [1] - The overseas market growth is primarily driven by AI-related investments, with a year-on-year market size increase of 40% [1]