半导体产业链早盘局部活跃，科创板50ETF（588080）、半导体设备ETF易方达（159558）受关注

Group 1 - The A-share market experienced fluctuations in the morning session, with semiconductor and memory chip stocks showing significant strength, leading to a nearly 1% increase in the STAR Market 50 Index [1] - According to Frost & Sullivan, China's AI chip market is projected to grow from 142.5 billion yuan in 2024 to 1.3368 trillion yuan by 2029, with a compound annual growth rate of 53.7% from 2025 to 2029 [1] - Market sentiment is expected to improve due to important meetings emphasizing the need for high-level technological self-reliance and the basic consensus reached in Sino-U.S. business negotiations, benefiting semiconductor stocks [1] Group 2 - The STAR Market 50 Index consists of 50 stocks with large market capitalization and good liquidity, prominently featuring "hard technology," with over 65% representation from the semiconductor industry [2] - The CSI Semiconductor Materials and Equipment Theme Index is composed of 40 stocks involved in semiconductor materials and equipment, with semiconductor equipment and materials accounting for 60% and 20% respectively [2] - The STAR Market 50 ETF, E Fund Semiconductor Equipment ETF, and E Fund Chip ETF provide convenient tools for investors to access the semiconductor industry chain [2]