Group 1 - The semiconductor equipment ETF (159516) saw a rise of over 8% with a net inflow of 250 million units, indicating a strong demand for semiconductor equipment assets [1] - Huawei announced its AI computing power roadmap at the Huawei Connect Conference on September 18, projecting a doubling of computing power annually, with new chips set to launch from 2026 to 2028 [1] - The Atlas 900 supernode has been deployed over 300 times, serving more than 20 clients, with additional supernodes expected to launch in 2026 and 2027 [1] Group 2 - The State Administration for Market Regulation is conducting further investigations into NVIDIA for potential violations of antitrust laws, impacting its sales in China [2] - The semiconductor industry chain is improving, which may lead to a significant increase in the market share of domestic computing power alternatives as NVIDIA's sales outlook remains pessimistic [2] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index, focusing on upstream sectors of the semiconductor industry, providing investors with insights into key segments [2]
半导体设备ETF（159516）涨超8%，净流入2.5亿份，国产替代势在必行
Mei Ri Jing Ji Xin Wen·2025-09-24 03:56