半导体设备概念股早盘走低，相关ETF跌超2%

Group 1 - Semiconductor equipment stocks experienced a decline in early trading, with Zhongke Feimeasure down over 6%, Fuchuang Precision down over 5%, Hu Silicon Industry down over 3%, and Nanda Optoelectronics down over 2% [1] - Several semiconductor-related ETFs also fell by more than 2% due to market conditions [1] Group 2 - The current demand in the semiconductor industry remains strong, and the domestic substitution is continuously advancing, indicating a good demand for domestic semiconductor equipment [2] - It is recommended to focus on the "domestic substitution" theme, particularly on companies that have achieved technological breakthroughs in key areas and have entered the mainstream chip manufacturing supply chain [2]