半导体设备ETF（159516）规模突破90亿元，近10日净流入近40亿元，把握“国产替代、自主可控”主线价值

Core Viewpoint - Guosen Securities maintains a positive outlook on the self-sufficiency of semiconductor equipment and materials [1] Group 1: Industry Overview - 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, reflecting the overall performance of key enterprises in the semiconductor industry [1] - The index covers segments with high technical barriers and growth characteristics, serving as an important reference for investors to grasp opportunities in the semiconductor industry [1] Group 2: Market Data - As of October 13, 2025, the scale of the Semiconductor Equipment ETF is 9.068 billion, ranking first among six similar products [1]