半导体大幅杀跌，科创芯片ETF（589100）跌超6%，盘中持续吸金

Core Insights - The semiconductor sector experienced a significant pullback, with the Kweichow Moutai ETF (589100) dropping over 6% amid AI-driven demand [1] - According to Galaxy Securities, the demand for storage devices is being driven by AI data centers, which in turn boosts equipment demand [1] - The trend of domestic substitution continues to deepen, providing growth opportunities for the industry [1] Industry Summary - The Kweichow Moutai ETF (589100) tracks the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index (000685.SH), which includes companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing [1] - The ETF has a 20% limit on daily price fluctuations, indicating greater volatility potential [1] Market Dynamics - Short-term growth in the equipment industry is expected due to the initiation of new projects by leading storage manufacturers and the expansion of advanced logic [1] - The long-term logic of domestic substitution remains solid, indicating sustained growth potential in the semiconductor sector [1]