半导体板块本周强势领涨，半导体设备ETF易方达（159558）连续“吸金”

Group 1 - The semiconductor sector experienced significant gains this week, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 15.6%, the China Securities Chip Industry Index increasing by 8.1%, and the China Securities Cloud Computing and Big Data Theme Index up by 1.8% [1] - The semiconductor equipment ETF from E Fund (159558) saw a net inflow of over 200 million yuan in the first four days of the week, followed by an additional net subscription of nearly 140 million shares [1] - Multiple positive catalysts for the semiconductor sector emerged this week, including Huawei's announcement of the iteration timeline for its Ascend AI chips, major tech companies like Alibaba and Baidu entering chip development, and the approval of domestic GPU leader Moore Threads for listing on the Shanghai Stock Exchange [1] Group 2 - The China Securities Chip Industry Index focuses on AI chips, comprising 50 stocks involved in chip design, manufacturing, packaging, and testing, as well as companies providing semiconductor materials and equipment [3] - The China Securities Semiconductor Materials and Equipment Theme Index targets AI chip equipment and materials, consisting of 40 representative companies in the semiconductor materials and equipment sector [3] - The ETF tracking the China Securities Cloud Computing and Big Data Theme Index has a low fee rate of 0.15% per year for management and 0.05% per year for custody [4] Group 3 - The historical performance of the indices shows significant growth, with the China Securities Chip Industry Index up 107.8% over the past year and 50.5% year-to-date [7] - The China Securities Semiconductor Materials and Equipment Theme Index has increased by 52.1% year-to-date and 409.5% since its base date [7] - The rolling price-to-sales ratio and price-to-book ratio for these indices indicate a strong valuation trend, reflecting the growth potential in the semiconductor sector [5][8]