半导体产业链股持续走强，指数涨超3%，科创板50ETF(588080)、半导体设备ETF易方达(159558)受关注

Core Insights - The semiconductor industry stocks are experiencing significant gains, with notable increases in companies such as Cambricon Technologies (up over 9%) and Haiguang Information (up over 7%) [1] - The AI chip market in China is projected to grow from 142.5 billion yuan in 2024 to 1.3368 trillion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 53.7% from 2025 to 2029 [1] - Recent important meetings have emphasized the need for high-level technological self-reliance, which, along with a basic consensus reached in Sino-U.S. business negotiations, is expected to enhance market risk appetite, benefiting the semiconductor sector [1] Industry Overview - The Sci-Tech Innovation Board 50 Index consists of 50 stocks with large market capitalization and good liquidity, with the semiconductor industry accounting for over 65% of the index [1] - The CSI Semiconductor Materials and Equipment Theme Index includes 40 stocks related to semiconductor materials and equipment, with semiconductor equipment and materials making up 60% and 20% of the index, respectively [1] - The Sci-Tech Innovation Board 50 ETF (588080) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with convenient access to leading companies in the semiconductor industry [1]