自主可控还得看设备，半导体设备ETF(159516)涨超2%，流入近4亿元

Group 1 - The domestic semiconductor equipment sector is experiencing a resurgence, with the semiconductor equipment ETF (159516) rising over 2% and attracting nearly 4 billion shares in purchases, resulting in a net inflow of over 2.1 billion yuan over five consecutive days [1] - China faces a significant challenge in high-end lithography machines, with a low domestic production rate. However, domestic companies are making progress in developing lithography technology, with Shanghai Micro Electronics achieving mass production of 90nm lithography machines [3] - The collaboration between Yuliangsheng and SMIC is seen as a critical breakthrough for domestic lithography machines, with Yuliangsheng focusing on the localization of EUV lithography machines [3] Group 2 - The semiconductor industry is witnessing strong expansion in downstream production, driven by two main factors: the rising prices of memory products and the significant demand for GPUs, which is expected to grow the market size substantially by 2027 [4] - AI infrastructure investments are being ramped up, with Alibaba's CEO announcing a three-year plan involving 380 billion yuan for AI infrastructure, indicating a tenfold increase in energy consumption for data centers by 2032 [5] - Investors are encouraged to focus on the semiconductor equipment ETF (159516) as it tracks the performance of the semiconductor materials and equipment sector, reflecting the fundamental progress in this area [6]