科创半导体ETF（588170）、半导体材料ETF（562590）午后涨超3%，机构：科技主线有望持续占优

Group 1 - The semiconductor sector experienced a rise and subsequent pullback, with the Sci-Tech Semiconductor ETF (588170) and Semiconductor Materials ETF (562590) gaining 3.04% and 3.67% respectively in the afternoon session [1] - According to data from China Merchants Securities, as of September 5, 2025, Moer Thread is negotiating expected orders worth approximately 2.004 billion yuan, with over 1.7 billion yuan in AI computing projects [1] - The current order scale for Muxi stands at 1.43 billion yuan, indicating a ramp-up in domestic AI computing capabilities [1] Group 2 - Galaxy Securities highlighted that the demand for high-performance computing chips is being driven by both cloud-based large model training and edge AI application deployment [1] - Domestic manufacturers like Huawei Ascend and Muxi are enhancing market confidence in autonomous computing capabilities through technological iterations [1] - The semiconductor sector is undergoing a structural market trend, with equipment and materials benefiting from domestic innovation and technological upgrades [1] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Shanghai Stock Exchange Sci-Tech Board Semiconductor Materials and Equipment Theme Index, focusing on semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials industry is a key area for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic substitution [2] - The Semiconductor Materials ETF (562590) also emphasizes the upstream semiconductor sector, with significant allocations to semiconductor equipment (61%) and materials (21%) [2]