半导体芯片板块午后持续走强，关注芯片ETF易方达（516350）、半导体设备ETF易方达（159558）等投资价值

Core Viewpoint - The semiconductor sector is experiencing a strong performance, with various indices showing positive growth, indicating a favorable environment for investment in this industry [1][5]. Group 1: Market Performance - The China Securities Cloud Computing and Big Data Theme Index rose by 0.4% [1] - The China Securities Semiconductor Industry Index increased by 1.5% [1] - The China Securities Semiconductor Materials and Equipment Theme Index saw a rise of 3.3% [1] - The E Fund Semiconductor Equipment ETF (159558) attracted over 1.1 billion yuan in capital in the past month [1]. Group 2: Industry Trends - Long-term domestic policies are increasingly supportive of domestic substitution in the semiconductor sector [1]. - The trend of rising prices in memory chips continues, with domestic chip production and sales growth accelerating [1]. - The average export price of optical modules has seen a narrowing decline, while export volume remains positively growing [1]. - The electronics industry is characterized by technological upgrades and accelerated localization, indicating long-term growth potential for the semiconductor industry chain driven by policy [1].