沪指创十年新高！半导体设备ETF（561980）涨3%，机构：国产自主可控逻辑在科技自强战略下更为稳固

Group 1 - The Shanghai Composite Index is approaching 4000 points, reaching a ten-year high, with a strong performance in domestic semiconductor stocks [1] - The Semiconductor Equipment ETF (561980) saw a daily increase of 2.97% and a net inflow of 1.283 billion yuan over the last 20 trading days, with a year-to-date share increase of 76.1% [1] - Domestic GPU leader Muxi has passed regulatory approval, and significant technological breakthroughs in the photoresist sector are catalyzing the semiconductor industry [1] Group 2 - Recent developments in photoetching technology are crucial for advancing chip manufacturing processes, with a team from Peking University revealing new insights into the microscopic structure of photoresist molecules [1] - The semiconductor sector is experiencing a structural market trend driven by policy expectations and the AI industry, with strong performance reported by several semiconductor companies in their Q3 results [2] - Companies like Haiguang Information and Cambrian have reported significant year-on-year growth in revenue and net profit, with Jingrui Electric Materials showing a net profit increase of over 192 times year-on-year [2] Group 3 - The Semiconductor Equipment ETF (561980) tracks the CSI Semiconductor Index, focusing on 40 companies in the semiconductor equipment, materials, and design sectors, with a high concentration of top-weighted stocks [3] - The index has a high concentration in the upstream and midstream sectors, with approximately 90% of its composition in equipment, materials, and design, indicating significant potential for domestic innovation [3]