机构看好“春季行情”提前开启，科创半导体ETF（588170）近10个交易日净流入1.78亿元

Group 1 - The core viewpoint of the articles highlights a positive trend in the semiconductor sector, particularly in the context of the STAR Market, with significant stock price increases for key companies [1] - The STAR Market semiconductor materials and equipment index rose by 0.87%, with notable gains from companies such as Huahai Chengke (up 7.15%) and Chipsource Micro (up 3.16%) [1] - The STAR Semiconductor ETF (588170) experienced a net inflow of 30.1345 million yuan, with a total of 178 million yuan net inflow over the past 10 trading days, indicating strong investor interest [1] Group 2 - The report from Dongwu Securities suggests that the previous suppressive factors in the market are beginning to shift, leading to an optimistic outlook for an early "spring market" [1] - External conditions are improving, with an over 80% expectation of short-term interest rate cuts by the Federal Reserve, contributing to a warmer market atmosphere [1] - The semiconductor equipment and materials sector is identified as a crucial area for domestic substitution, benefiting from low domestic replacement rates and high potential for growth driven by the AI revolution [2]