半导体设备ETF（159516）连续10日净流入超45亿元，规模近90亿元居同类第一

Core Viewpoint - The electronic industry is currently facing pressure in the consumer electronics sector due to the reduction of national subsidies, but long-term domestic policies are increasingly supporting domestic substitution in the semiconductor field [1] Industry Summary - The semiconductor industry is experiencing a trend of rising storage prices, accelerated growth in domestic chip production and sales, and a narrowing decline in the average export price of optical modules, while maintaining positive growth in export volume [1] - The overall electronic industry is characterized by technological upgrades and accelerated localization, with the semiconductor supply chain having long-term growth potential driven by policy support [1] Investment Reference - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream materials and equipment sectors of the semiconductor industry [1] - This index selects listed companies involved in semiconductor material supply and equipment manufacturing as sample securities to reflect the overall performance of key segments in the semiconductor industry [1] - The index covers high-tech barriers and growth characteristics in specific segments, serving as an important reference for investors to grasp opportunities in the semiconductor industry [1]