Ge Long Hui A P P·2025-12-04 05:57Group 1 - A-shares indices collectively rose, with semiconductor stocks leading the gains, particularly Tuojing Technology which increased over 5% [1] - The semiconductor equipment ETF (560780) rose by 2.19%, with a year-to-date increase of 45.78%, while the leading semiconductor ETF (159801) increased by 1.46% with a year-to-date rise of 36.39% [1] - The semiconductor equipment ETF closely tracks the CSI Semiconductor Materials and Equipment Theme Index, with 62% in semiconductor equipment and 22% in semiconductor materials, focusing on key players in lithography, etching, thin film deposition, and silicon wafers [1] Group 2 - According to SEMI, global semiconductor equipment sales are expected to grow by 11% year-on-year in Q3 2025, reaching $33.66 billion, driven by strong investments in advanced technologies, particularly in AI computing [2] - Huawei's release of the "Intelligent World 2035" and "Global Digital Intelligence Index 2025" reports highlights that general artificial intelligence will be a transformative technology driver over the next decade, predicting a 100,000-fold increase in total computing power by 2035 [2] - The semiconductor industry is expected to benefit from the upward cycle driven by artificial intelligence, covering design, manufacturing, packaging, testing, and upstream equipment materials [2]