半导体设备板块逆势走强，关注半导体设备ETF易方达（159558）、芯片ETF易方达（516350）后续表现

Core Insights - The semiconductor materials and equipment sector has shown strong performance this week, with companies like Zhongwei and Tuojing Technology standing out. The CSI Semiconductor Materials and Equipment Theme Index increased by 2.7%, while the CSI Chip Industry Index and the CSI Cloud Computing and Big Data Theme Index decreased by 0.2% and 1.8%, respectively [1][3]. Index Performance - The CSI Semiconductor Materials and Equipment Theme Index rose by 2.7% this week, contrasting with declines in the CSI Chip Industry Index (-0.2%) and the CSI Cloud Computing and Big Data Theme Index (-1.8%) [1][3]. - The rolling price-to-sales ratio for the CSI Cloud Computing and Big Data Theme Index is 4.8x, while the price-to-book ratios are 7.4x for the Chip Industry Index and 6.6x for the Semiconductor Materials and Equipment Index [3][6]. - Year-to-date performance shows the CSI Cloud Computing and Big Data Theme Index up by 46.8%, the Chip Industry Index by 44.9%, and the Semiconductor Materials and Equipment Index by 48.9% [7]. Industry Outlook - Analysts suggest that the demand for advanced production lines in the domestic semiconductor industry will continue to grow, driven by the AI wave and the push for domestic production. Semiconductor equipment is seen as a cornerstone for wafer foundry expansion and a crucial element for achieving self-sufficiency in the supply chain [1][3]. - Domestic semiconductor equipment companies are expected to benefit from these growth opportunities as the industry evolves [1].