谷歌宣布重大突破！科创半导体ETF近期持续获资金流入，机构：科技资产逢低仍是买入良机

Core Viewpoint - The semiconductor materials and equipment sector is experiencing fluctuations, but there are signs of potential recovery driven by advancements in quantum computing and domestic production acceleration in the semiconductor industry [1][2]. Group 1: Market Performance - As of October 23, 2025, the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index fell by 0.96% [1] - Among the constituent stocks, New Yichang led with a rise of 2.40%, while Shenkong Co. experienced the largest decline at 5.34% [1] - The Sci-Tech Semiconductor ETF (588170) decreased by 1.08%, with a recent net inflow of 35.97 million yuan [1] Group 2: Investment Trends - Over the past five trading days, there were three days of net inflows totaling 545 million yuan, averaging 109 million yuan per day [1] - Despite previous significant pullbacks in tech assets due to decreased risk appetite, sectors like PCB, AI chips, and storage maintain a strong fundamental outlook, suggesting a high probability of bottoming out and rebounding [1] Group 3: Technological Advancements - Google has achieved a breakthrough in quantum computing with its "Quantum Echo" algorithm on the Willow chip, reportedly operating 13,000 times faster than top supercomputers, marking a significant advancement in specific tasks [1] Group 4: Industry Outlook - The semiconductor materials and equipment sector is positioned for long-term growth due to ongoing breakthroughs in frontier technologies like quantum computing and the acceleration of domestic semiconductor production [1] - The Sci-Tech Semiconductor ETF's recent inflows and growth in scale reflect market expectations for the sector's future performance [1][2]