谷歌叙事持续发酵，半导体设备ETF（159516）领涨超2.3%

Group 1 - Google's narrative continues to gain traction, with the AI sector experiencing ongoing growth, particularly in the upstream semiconductor equipment field, as evidenced by the semiconductor equipment ETF (159516) rising over 2.3% during trading [1][3] - The semiconductor equipment ETF (159516) has seen a significant increase in shares, growing over 150% year-to-date, with a current scale of nearly 6 billion, making it the largest among similar products [1][10] - The optical circuit switch (OCS) technology, which allows direct transmission of data using light without converting signals to electrical form, is being deployed by Google in its data centers, showcasing its advantages in energy efficiency and speed [3][4] Group 2 - The demand for advanced computing power driven by the global AI wave is boosting the high-end chip and related manufacturing sectors, with domestic semiconductor industry "domestic substitution" becoming a necessity rather than an option [7] - The semiconductor equipment ETF (159516) is highlighted as a key investment opportunity, reflecting the strong growth momentum in the semiconductor industry chain amid complex global dynamics [7][9] - The ETF tracks the CSI Semiconductor Materials and Equipment Theme Index, representing the fundamental progress in the equipment and materials sector, making it a focus for investors [9][10]