半导体板块午后上扬，关注科创板50ETF（588080）、半导体设备ETF易方达（159558）投资价值

Core Viewpoint - The market is showing strength in the afternoon, particularly in storage chips and semiconductor equipment, with significant increases in relevant indices [1] Group 1: Market Performance - The STAR Market 50 Index rose by 0.8% and the CSI Semiconductor Materials and Equipment Theme Index increased by 2.4% as of 14:45 [1] - The STAR Market 50 Index consists of 50 stocks with high market capitalization and liquidity, focusing on "hard technology" leaders, with over 50% of its composition in digital chip design and integrated circuit manufacturing [1] Group 2: Capital Expenditure Projections - China Galaxy Securities indicates that capital expenditures from leading internet companies are expected to maintain rapid growth [1] - Trendforce has revised its forecast for capital expenditures of leading internet companies for the next two years, projecting $43.06 billion (+65%) for 2025 and $60.20 billion (+40%) for 2026, which will support future demand for computing chips [1] Group 3: Investment Opportunities - The STAR Market 50 ETF (588080) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with convenient access to the semiconductor industry chain [1]