半导体板块盘中活跃，科创板50ETF(588080)、半导体设备ETF易方达(159558)助力一键布局板块龙头

Group 1 - The A-share market shows a mixed performance in the morning, with the semiconductor equipment and hard technology sectors being relatively active. As of 10:04, the Sci-Tech Innovation Board 50 Index rose by 0.3%, and the China Securities Semiconductor Materials and Equipment Theme Index increased by 1.1% [1] - The World Semiconductor Trade Statistics Organization has raised its estimate for the global semiconductor market size in 2025 by approximately $45 billion to $772 billion, with a year-on-year growth rate expanding to 22%. The semiconductor market size is projected to reach $975 billion in 2026, achieving over 25% year-on-year growth, nearing the $1 trillion mark [1] - According to a report by Galaxy Securities, the long-term development logic supporting the semiconductor sector remains unchanged, with supply chain security and self-control being long-term trends. The logic for equipment and materials under domestic top-level design is solid, with digital chips being the core carrier of computing power autonomy, and advanced packaging and testing benefiting from technological upgrades [1] Group 2 - The Sci-Tech Innovation Board 50 Index consists of 50 stocks with large market capitalization and good liquidity from the Sci-Tech Innovation Board, prominently featuring "hard technology" leaders, with the digital chip design and integrated circuit manufacturing sectors accounting for over 50% of the index [1] - The China Securities Semiconductor Materials and Equipment Theme Index focuses more on the semiconductor equipment and materials sectors, with the relevant constituent stocks accounting for approximately 80% of the index weight [1] - Investors optimistic about the semiconductor sector can consider products like the Sci-Tech Innovation Board 50 ETF (588080) and the semiconductor equipment ETF from E Fund (159558) to gain exposure to leading companies in the industry chain [1]