半导体板块表现活跃，半导体设备ETF易方达（159558）延续“吸金”势头

Group 1 - The semiconductor sector showed active performance today, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 1.7% as of 10:02 AM, and a cumulative increase of over 20% in September [1] - Notable stocks include Lian Dong Technology rising over 12%, Hua Hai Qing Ke increasing over 6%, and Jin Hai Tong up over 5%. The semiconductor equipment ETF, E Fund (159558), saw net subscriptions exceeding 66 million shares, with a total inflow of 360 million yuan over the past seven trading days [1] - According to CITIC Securities, domestic wafer fabs' global market share is expected to increase from the current 10% to 30%, indicating a potential threefold expansion in capacity. If the localization rate of equipment rises from 20% to between 60% and 100%, there could be a growth potential of three to five times [1] Group 2 - In the short term, while the investment pace of domestic wafer fabs remains relatively stable this year, leading memory manufacturers are expected to initiate new projects, and advanced logic manufacturers are also increasing their expansion efforts, suggesting a new growth phase for the semiconductor equipment industry [1] - The China Securities Semiconductor Materials and Equipment Theme Index consists of 40 stocks involved in semiconductor materials and equipment, focusing on the foundational aspects of computing hardware. The semiconductor equipment sector accounts for nearly 60% of this index [1] - The E Fund semiconductor equipment ETF (159558) tracks this index, providing investors with a convenient way to invest in core companies within the semiconductor materials and equipment sector [1]