半导体设备ETF（159516）涨超5%，盘中流入超1.5亿份，连续5日净流入超30亿元，规模超80亿元居同类第一

Core Insights - The semiconductor equipment ETF (159516) has seen significant inflows, with 158 million shares traded and a net inflow of 32 million yuan, indicating strong investor interest in semiconductor equipment assets [1] - According to data from SEMI and SEAJ, global semiconductor manufacturing equipment spending is projected to reach 33.07 billion USD in Q2 2025, representing a 23% increase compared to Q2 2024 [1] - The semiconductor equipment ETF tracks the semiconductor materials and equipment index (931743), which focuses on the upstream materials and equipment sectors of the semiconductor industry, serving as an important reference for investors to capture opportunities in the sector [1] Industry Summary - The semiconductor industry is expected to experience growth driven by advanced process expansion and domestic equipment breakthroughs over the next three years, with "advanced process expansion" becoming a key theme for self-sufficiency [1] - The index covered by the semiconductor equipment ETF includes companies involved in semiconductor material supply and equipment manufacturing, highlighting sectors with high technical barriers and growth potential [1]