半导体材料设备指数涨近3%，半导体设备ETF易方达（159558）助力布局板块龙头

Core Viewpoint - The semiconductor materials and equipment sector is experiencing positive market sentiment, driven by government policies promoting technological self-reliance and recent U.S.-China business negotiations, which may enhance market risk appetite [1]. Group 1: Market Performance - As of the midday close, the CSI Semiconductor Materials and Equipment Theme Index rose by 2.9%, the CSI Cloud Computing and Big Data Theme Index increased by 1.8%, and the CSI Chip Industry Index gained 1.4% [1]. - The semiconductor equipment ETF from E Fund (159558) saw a net subscription exceeding 10 million units in half a day [1]. Group 2: Future Outlook - Analysts suggest that the semiconductor equipment sector, characterized as a "growth + self-control" investment, is likely to benefit significantly from ongoing developments [1]. - Upcoming events such as performance releases from leading equipment manufacturers and new order placements are expected to provide continuous support for profit expectations in the semiconductor equipment sector [1].