Group 1 - The domestic computing power industry is experiencing changes from both supply and demand sides, with Huawei's Ascend chips leading the performance improvements, providing support for the domestic AI industry [1] - Major domestic internet companies are gradually adapting to domestic chips, which is expected to lead to sustained growth in capital expenditure, thereby supporting the domestic computing power industry [1] - The Semiconductor Equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] Group 2 - As of September 22, 2025, the scale of the Semiconductor Equipment ETF is 4.328 billion, ranking first among six similar products [2]
资金布局国产替代，半导体设备ETF（159516）连续3日净流入超10亿元，规模超40亿元居同类第一
Mei Ri Jing Ji Xin Wen·2025-09-23 05:45