集成电路ETF（159546）盘中涨超1.2%，AI算力需求扩张或持续催化行业景气

Group 1 - The core viewpoint is that the semiconductor industry in China is experiencing an upward trend, driven by domestic structural upgrades and accelerated self-sufficiency in the semiconductor supply chain [1] - The ongoing U.S.-China technology policy competition has become normalized, with diminishing marginal impacts from policy fluctuations [1] - Domestic wafer foundries are exceeding expectations in both quantity and quality, supporting the expansion of AI computing power demand [1] Group 2 - Stricter overseas restrictions on semiconductor equipment and materials are providing opportunities for the increase in market share of domestic supply chains [1] - The Integrated Circuit ETF (159546) tracks the Integrated Circuit Index (932087), which selects listed companies involved in IC design, manufacturing, packaging, testing, and related materials and equipment [1] - The constituent stocks of the index exhibit high technological content and growth potential, reflecting trends in technological innovation and high-end manufacturing in the sector [1]