自主可控提速再上日程，关注科创半导体设备ETF（588710）布局窗口！

Core Viewpoint - The semiconductor sector is experiencing significant downward pressure due to intensified international competition, particularly following the U.S. House of Representatives' report on semiconductor export controls related to China, which emphasizes the urgency for domestic semiconductor industry self-sufficiency [1] Group 1: Semiconductor Industry Dynamics - The urgency for domestic semiconductor industry self-sufficiency is reinforced by the recent U.S. report, highlighting the need to accelerate the development of a controllable local chip supply chain [1] - The equipment and materials segments of the semiconductor industry are positioned upstream and are crucial for overall industry development, possessing strong bargaining power and likely to expand first amid the domestic substitution wave [1] Group 2: ETF Performance and Market Trends - The Sci-Tech Semiconductor Equipment ETF (588710) has seen a trading volume of 331 million yuan as of 14:12, indicating strong market interest [1] - The ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Index, with a significant focus on semiconductor equipment and materials, which together account for 84.45% of the index [2] - Since September, the Sci-Tech Semiconductor Equipment ETF has attracted 799 million yuan in new investments, increasing its total size to 1.048 billion yuan, a 516% increase compared to the end of August [2] Group 3: Fund Management and Strategy - The fund manager, Huatai-PB Fund, is one of the first ETF managers in China with over 18 years of experience, managing the largest ETF in the A-share market, the CSI 300 ETF [2] - Huatai-PB Fund has developed a comprehensive suite of ETFs focused on the Sci-Tech sector, including the Sci-Tech Board ETF and others, aiming to help investors benefit from technological advancements [2]