半导体设备ETF（159516）规模突破70亿元居同类第一，连续5日净流入超24亿元，资金抢筹国产替代主线

Group 1 - The core viewpoint of the articles highlights a significant increase in global semiconductor manufacturing equipment spending, projected to reach $33.07 billion in Q2 2025, representing a 23% growth compared to Q2 2024 [1] - In terms of regional spending, mainland China is expected to lead with $11.36 billion, accounting for 34% of the total expenditure [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream sectors of the semiconductor industry, which is crucial for investors looking to capitalize on industry growth opportunities [1] Group 2 - As of September 26, 2025, the semiconductor equipment ETF has a scale of $7.191 billion, ranking first among six similar products [2]