Mei Ri Jing Ji Xin Wen·2025-11-03 03:37Group 1 - The core index of the semiconductor materials and equipment theme on the STAR Market has decreased by 3.08% as of November 3, 2025, with mixed performance among constituent stocks [1] - New Yichang led the gains with an increase of 7.53%, while Huafeng Measurement Control saw the largest decline at 6.70% [1] - The STAR Semiconductor ETF (588170) has also dropped by 3.26%, with the latest price at 1.37 yuan [1] Group 2 - The STAR Semiconductor ETF (588170) has experienced a significant growth of 370 million yuan over the past two weeks [2] - As of the end of the third quarter, the major fund has heavily invested in 16 companies on the STAR Market, all within the electronics sector, becoming the largest circulating shareholder in two companies [2] - The semiconductor equipment and materials industry is identified as a key area for domestic substitution, benefiting from the AI revolution and advancements in lithography technology [2]