硅谷实现AI算力巨额订单！科创半导体ETF（588170）盘中涨超4%，规模流动性领先同类

Group 1 - The core viewpoint of the news highlights the significant rise of the Sci-Tech Semiconductor ETF (588170), which surged over 4%, with constituent stocks like ShenGong Co. and ZhongJuXin increasing by over 10% [1] - The liquidity of the Sci-Tech Semiconductor ETF was notable, with an intraday turnover of 10.94% and a transaction volume of 435 million yuan, leading its peers [1] - Alphabet Inc.'s Google announced a deal to provide up to 1 million specialized AI chips to Anthropic, a competitor of OpenAI, which is valued at several billion dollars and will enhance Anthropic's computing power significantly [1] Group 2 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials industry is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution, benefiting from the expansion of semiconductor demand driven by the AI revolution [2] - The Semiconductor Materials ETF (562590) and its linked funds also emphasize semiconductor equipment (61%) and materials (21%), focusing on the upstream semiconductor sector [2]