科创半导体ETF（588170）跌幅收敛，近5日资金逆市加仓超2.6亿元

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index decreased by 0.17% as of November 5, 2025, with mixed performance among constituent stocks [1] - Leading stocks included Jing Sheng Co., which rose by 3.08%, and Zhongke Feicai, which increased by 2.29%, while Xinyi Chang fell by 5.57% [1] - The Sci-Tech Semiconductor ETF (588170) also saw a decline of 0.14%, with a recent net outflow of 56.62 million yuan [1] Group 2 - Over the past five trading days, there were net inflows on four days, totaling 267 million yuan, with an average daily net inflow of 53.37 million yuan [1] - OpenAI and Amazon have reached a $38 billion agreement, where Amazon will provide cloud computing services to OpenAI, facilitating access to hundreds of thousands of NVIDIA GPUs for AI model training and operation [1] Group 3 - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment index, focusing on semiconductor equipment (61%) and materials (23%) [2] - The semiconductor equipment and materials industry is a significant area for domestic substitution, characterized by low domestic replacement rates and high potential for domestic substitution benefits [2] - The semiconductor materials ETF (562590) also emphasizes the upstream semiconductor sector, with a similar focus on equipment (61%) and materials (21%) [2]