关税冲击下关注自主可控，半导体设备ETF（159516）涨超2%，盘中流入超2.4亿份

Core Insights - The semiconductor equipment ETF (159516) has seen significant inflows, with 246 million shares flowing in and a net inflow of 105 million shares, indicating strong investor interest in semiconductor equipment assets [1] - Long-term domestic policies are increasingly supportive of domestic substitution in the semiconductor sector, with a continued upward trend in storage prices and accelerated growth in domestic chip production and sales [1] - The semiconductor materials and equipment index (931743), which the ETF tracks, focuses on the upstream materials and equipment sectors of the semiconductor industry, reflecting the overall performance of key enterprises in this critical segment [1] Industry Trends - The electronic industry is characterized by technological upgrades and accelerated localization, suggesting a robust growth potential for the semiconductor supply chain driven by policy support [1] - The average export price of optical modules has seen a narrowing decline, while export volumes continue to grow positively, indicating a resilient market for these products [1] - The index covers high-tech barrier and growth-oriented segments, serving as an important reference for investors looking to capitalize on opportunities in the semiconductor industry [1]