半导体设备ETF（561980）昨日大涨2.23%，连续两日“吸金”累超3000万元，机构：明年将迎来存储与先进逻辑扩产共振

Group 1 - The market turnover returned to 2 trillion, with technology sectors leading the gains, particularly in AI computing and semiconductor equipment [1] - The semiconductor equipment ETF (561980) saw a significant increase of 2.23% recently, indicating strong investor interest [1] - The ETF has experienced a net inflow of over 30 million in the last two days, bringing its total size to 2.795 billion [2] Group 2 - The price of NAND Flash is expected to continue rising, with an anticipated increase of 20%-25% across various products in Q4 [2] - The semiconductor industry is entering a new cycle driven by AI demand, with storage being the second-largest segment after logic [2] - The global semiconductor sales reached 72.71 billion in October, marking a year-on-year growth of 27.2% and a month-on-month increase of 4.7% [3] Group 3 - The semiconductor equipment ETF tracks the semiconductor industry index, focusing on upstream and midstream companies, with a high concentration of top stocks [3] - The top five stocks account for approximately 57% of the ETF, while the top ten exceed 78% [3] - The industry is expected to enter a phase of strategic growth and performance realization by 2026, driven by advancements in manufacturing capabilities and domestic supply chains [3]