半导体设备ETF（159516）盘中创历史新高，领涨超6%，净流入超2亿份，规模超46亿元居同类第一

Core Insights - The semiconductor equipment ETF (159516) reached a historical high of 1.503, leading with over 6% increase and a net inflow exceeding 2 billion shares, with a total scale of over 4.6 billion, ranking first among similar products [1] - The ongoing US-China semiconductor competition has prompted China to initiate anti-dumping investigations on imported simulation chips from the US, which is catalyzing the development of domestic semiconductors [1] - Domestic computing power is experiencing changes from both supply and demand sides, with companies like Huawei's Ascend continuously iterating their domestic computing chips, providing support for the domestic AI industry [1] - Major domestic internet companies are gradually adapting to domestic chips, which is expected to sustain capital expenditure growth, thereby supporting the domestic computing power industry [1] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index, focusing on the upstream materials and equipment sectors of the semiconductor industry, reflecting the overall performance of key enterprises in this sector [1] Industry Overview - The semiconductor materials and equipment index (931743) selects listed companies involved in semiconductor material supply and equipment manufacturing, serving as an important reference for investors to grasp opportunities in the semiconductor industry [1] - The ETF's scale as of September 23, 2025, is 46.43 billion, ranking first among six similar products [2]