半导体设备ETF（159516）盘中走弱，全球存储市场供需失衡现象进一步加剧，回调或可布局

Core Insights - The global storage market is experiencing a significant supply-demand imbalance, leading to an increasingly evident supply shortage [1] - The AI wave is driving a surge in computing power demand, resulting in substantial value increases across various segments including servers, AI chips, optical chips, storage, and PCBs [1] - The total import value of front-end manufacturing equipment is projected to grow by 15.28% year-on-year and 33.15% quarter-on-quarter before Q3 2025, reaching a historical high, presenting market opportunities for domestic equipment manufacturers [1] Industry Summary - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on the upstream key areas of the semiconductor industry by selecting listed companies involved in semiconductor material production, processing, and equipment manufacturing [1]