半导体设备ETF（159516）开盘领涨超1.8%，盘中净流入超4000万份，规模突破60亿元，国产替代主线值得关注

Core Viewpoint - The semiconductor equipment ETF (159516) has seen significant inflows and growth, reflecting strong investor interest in the semiconductor sector amid ongoing geopolitical tensions between China and the U.S. [2] Group 1: ETF Performance - The semiconductor equipment ETF (159516) opened with a gain of over 1.8%, with net inflows exceeding 40 million shares, bringing its total scale to over 6 billion yuan [1][2] - As of September 25, 2025, the scale of the semiconductor equipment ETF reached 6.495 billion yuan, ranking first among six similar products [3] Group 2: Market Dynamics - The ongoing U.S.-China semiconductor rivalry has led to China initiating anti-dumping investigations on U.S. imported simulation chips, which is expected to catalyze the development of domestic semiconductors [2] - 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 AI industry [2] Group 3: Index and Investment Opportunities - The semiconductor equipment ETF tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [2] - The index includes publicly listed companies involved in semiconductor material supply and equipment manufacturing, serving as an important reference for investors looking to capitalize on opportunities in the semiconductor industry [2]