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摩尔线程IPO审议通过,科创半导体ETF(588170)规模再创历史新高,突破23亿元!
Mei Ri Jing Ji Xin Wen·2025-09-29 04:40

Group 1 - Moole Technology's IPO application on the Sci-Tech Innovation Board has been approved, marking the shortest time from application acceptance to approval among new IPOs this year [1] - As of September 29, 2025, the Sci-Tech Innovation Board semiconductor materials and equipment index rose by 0.19%, with notable increases in constituent stocks such as TuoJing Technology (up 2.23%) and FuChuang Precision (up 2.05%) [1] - The Sci-Tech Semiconductor ETF (588170) has seen a recent price of 1.48 yuan, with a cumulative increase of 13.98% over the past week as of September 26, 2025 [1] Group 2 - The semiconductor equipment sector has shown strong performance recently, becoming a key focus for capital allocation, driven by increased demand for storage due to AI data centers and ongoing domestic substitution [2] - Short-term growth in the equipment industry is expected from new projects initiated by leading storage manufacturers and advanced logic expansion, while long-term growth is supported by the solidification of domestic substitution logic [2] - It is recommended to focus on the improvement of domestic production rates and technological breakthroughs within the sector [2]