半导体设备ETF（159516）盘中流入超3亿份，连续5日净流入超24亿元，资金抢筹国产替代主线

Core Viewpoint - The semiconductor equipment ETF (159516) has seen significant inflows, indicating strong investor interest in semiconductor assets as the electronic industry enters a peak season driven by high-end AI-enabled devices [1]. Group 1: Market Trends - The semiconductor equipment ETF recorded an inflow of 310 million shares and a net inflow of 186 million shares, reflecting a robust demand for semiconductor equipment [1]. - The electronic industry is entering a peak season with the launch of high-end smart devices such as AI smartphones, AI PCs, and AI glasses, which is expected to boost industry demand [1]. Group 2: Industry Demand and Supply - There is a strong demand for computing infrastructure in the semiconductor sector, with advanced semiconductors benefiting from high capital expenditures in cloud AI, driving the need for high-end GPUs, HBM storage, and advanced packaging [1]. - DRAM memory prices are continuing to strengthen due to supply-side capacity shifting towards high-end products [1]. Group 3: Policy and Market Dynamics - External pressures are pushing for self-sufficiency in the semiconductor supply chain, with ongoing discussions around supply chain security and tariffs, particularly in the context of U.S. policies [1]. - Domestic policies are reinforcing support for local production and the logic of domestic substitution in the semiconductor industry [1]. Group 4: Investment Opportunities - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on upstream materials and equipment sectors, providing a reference for investors looking to capitalize on semiconductor industry opportunities [1].