我国光刻胶技术新突破！半导体材料ETF应声上攻3%，机构：A股有效突破还得等科技！沪指上涨0.8%，逼近4000点

Group 1 - The core market sentiment is positive, with the Shanghai Composite Index rising by 0.8% to 3981 points, approaching the 4000 mark, driven by gains in semiconductor materials and related ETFs [1] - The semiconductor materials ETF and the Sci-Tech semiconductor ETF saw increases of 3.22% and 2.21%, respectively, indicating strong investor interest in this sector [1][4] - Notable stock performances include Jingrui Electric Materials with a 17.10% increase and a year-to-date gain of 89.04%, highlighting significant growth potential in the semiconductor materials space [2] Group 2 - Recent breakthroughs in the photoresist field have led to the development of industrial solutions that significantly reduce lithography defects, enhancing the competitiveness of domestic semiconductor companies [3] - TSMC, Cambricon, and Haiguang reported impressive Q3 results, with Wentai Technology achieving record-high semiconductor business revenue and a net profit increase of 279.29% year-on-year and 389.69% quarter-on-quarter, reflecting a booming semiconductor industry [3] - The approval of IPOs for domestic AI chip companies, including Muxi Technology and Moer Thread, indicates a growing interest and investment in the AI semiconductor sector [3] Group 3 - The semiconductor industry is experiencing a strong inflow of capital, with the Sci-Tech semiconductor ETF seeing a net inflow of 3 billion yuan over the past 20 days, suggesting robust investor confidence [4] - Key companies in the semiconductor production equipment sector include Northern Huachuang and Zhongwei Company, which are part of the semiconductor materials ETF that has also seen significant inflows [4]