半导体设备板块逆势走强，半导体设备ETF易方达（159558）、芯片ETF易方达（516350）助力布局产业龙头

Group 1 - The core viewpoint of the article highlights the resilience of the semiconductor equipment sector amidst market fluctuations, with significant gains in related indices and ETFs [1] - The CSI Cloud Computing and Big Data Theme Index and the CSI Chip Industry Index both increased by 0.7%, while the CSI Semiconductor Materials and Equipment Theme Index rose by 2.0% [1] - The E Fund Semiconductor Equipment ETF (159558) saw a net subscription of over 10 million units throughout the day, indicating strong investor interest [1] Group 2 - Analysts suggest that the demand for advanced production lines in China will continue to grow due to the AI wave and domestic production needs, positioning semiconductor equipment as a crucial element for wafer foundry expansion [1] - Domestic semiconductor equipment companies are expected to benefit from these developments, as they play a vital role in achieving self-sufficiency in the industry chain [1]