半导体产业链全线爆发，关注芯片ETF易方达（516350）、半导体设备ETF易方达（159558）等配置价值

Group 1 - The core viewpoint of the news highlights a significant surge in the semiconductor and related sectors, with various indices showing notable increases, indicating strong market interest and investment in these areas [1][4][5] - The CSI Cloud Computing and Big Data Theme Index rose by 2.2%, the CSI Chip Industry Index increased by 2.5%, and the CSI Semiconductor Materials and Equipment Theme Index saw a rise of 3.9% [1][4] - The E Fund Semiconductor Equipment ETF (159558) experienced a net subscription of over 10 million units throughout the day, with approximately 800 million yuan attracted in the past month [1][4] Group 2 - Galaxy Securities suggests that funds are concentrating on the technology self-reliance theme, with a positive outlook on the order visibility for leading semiconductor equipment companies [1] - The focus of important planning is on breakthroughs in key core technology areas, with semiconductor equipment being a direct beneficiary [1] - Short-term demand for AI computing power is expected to drive domestic and international storage manufacturers to expand production, leading to strong demand for etching and thin film deposition equipment [1] Group 3 - The CSI Chip Industry Index consists of 50 stocks involved in chip design, manufacturing, packaging, testing, as well as semiconductor materials and production equipment, focusing on core hardware for future computing [3] - The CSI Semiconductor Materials and Equipment Theme Index includes 40 stocks related to semiconductor materials and equipment, emphasizing the hardware foundation for future computing [5]