半导体强势反弹，半导体设备ETF（159516）涨近3%

Core Viewpoint - The semiconductor sector has been under pressure due to tariff risks, but recent easing of China-US trade relations has led to a strong rebound in the technology sector, particularly in semiconductor equipment ETFs [1] Group 1: Trade Relations and Economic Policy - The Chinese Vice Premier He Lifeng will lead a delegation to Malaysia for trade discussions with the US from October 24 to 27 [1] - The 20th Central Committee's Fourth Plenary Session outlined major goals for the "14th Five-Year Plan" period, emphasizing significant achievements in high-quality development and increased self-reliance in technology [1] Group 2: Market Performance and Investment Opportunities - The semiconductor equipment ETF (159516) rose nearly 3%, with increasing trading volume, reflecting strong market interest [1] - The ETF has seen over 200% growth in shares this year, currently exceeding 7.5 billion yuan, making it the largest in its category with superior liquidity [1] - Citic Securities suggests that after key events such as the Federal Reserve meeting and potential meetings between US and Chinese leaders, market risk appetite may improve, recommending investment in the semiconductor sector at reasonable price levels [1] Group 3: ETF Focus and Investment Strategy - The semiconductor equipment ETF (159516) tracks the CSI Semiconductor Materials and Equipment Theme Index, focusing on upstream equipment and materials in the semiconductor industry [1]