半导体产业链爆发，芯片ETF易方达和半导体设备ETF易方达标的指数均涨超4%

Group 1 - The semiconductor sector experienced a significant rally, with the storage chip segment leading the gains, and other sectors like CPO, PCB, and advanced packaging also showing strong performance. As of 14:00, the CSI Chip Industry Index rose by 4.2%, and the CSI Semiconductor Materials and Equipment Theme Index increased by 4.3% [1] - An important meeting highlighted the major goals for the "14th Five-Year Plan," emphasizing the need to significantly enhance the level of technological self-reliance and independence, positioning "industry" and "technology" as the top two keywords [1] - Analysts suggest that the focus on accelerating high-level technological self-reliance and seizing opportunities from the new round of technological revolution and industrial transformation may lead to increased policy support for the technology industry chain, particularly benefiting sectors like artificial intelligence, semiconductor equipment, and robotics [1] Group 2 - The CSI Chip Industry Index comprises 50 stocks involved in chip design, manufacturing, packaging and testing, as well as semiconductor materials and production equipment, with over half of the index represented by digital chip design and nearly 20% by semiconductor equipment [1] - The CSI Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, with semiconductor equipment and materials accounting for 60% and 20% of the index, respectively [1] - Investors can access opportunities in the semiconductor industry through ETFs such as E Fund Chip ETF (516350) and E Fund Semiconductor Equipment ETF (159558) [2]