半导体设备ETF（159516）领涨超2%，连续4日净流入超11亿元，规模超46亿元居同类第一

Group 1 - The semiconductor equipment ETF (159516) has risen over 2% today, with a net inflow exceeding 1.1 billion yuan over the past four days, bringing its total scale to over 4.6 billion yuan, ranking first among similar products [1] - Since 2018, the domestic semiconductor industry has been on a path of self-sufficiency, achieving rapid growth, but still faces significant challenges in the equipment sector, particularly in photolithography machines, which are considered the "crown jewel" of semiconductor manufacturing due to their high technical barriers [1] - The core investment logic in the semiconductor equipment industry is centered around "domestic substitution + self-sufficiency," with current domestic production rates for key equipment like etching machines and thin-film deposition still below 20% [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which focuses on the upstream materials and equipment sectors of the semiconductor industry, selecting listed companies involved in semiconductor material supply and equipment manufacturing [1] - This index reflects the overall performance of companies in critical segments of the semiconductor industry, covering high technical barriers and growth characteristics, serving as an important reference for investors to grasp opportunities in the semiconductor sector [1]