美光上修第二财季营收展望超40亿美元，科创100ETF华夏（588800）近一周日均成交领先同类

Group 1 - The core viewpoint of the news highlights the performance of the Sci-Tech Innovation Board, with the Sci-Tech 100 Index showing a slight increase of 0.35% and notable gains in specific stocks such as Xinke Mobile, which rose by 15.27% [1] - The Sci-Tech 100 ETF (588800) has shown strong liquidity, with a turnover rate of 1.74% and a transaction volume of 43.39 million yuan, indicating robust trading activity [1] - The semiconductor materials and equipment theme index experienced a minor decline of 0.19%, with mixed performance among constituent stocks, reflecting the volatility in the semiconductor sector [1] Group 2 - Micron's financial report indicates strong demand for memory chips, alleviating investor concerns about potential slowdowns in data center construction, with adjusted revenue of $13.64 billion surpassing analyst expectations [2] - The company projects revenue for the second fiscal quarter between $18 billion and $19.1 billion, significantly above market expectations of $14.3 billion, marking a potential record for revenue and net profit guidance in the U.S. semiconductor industry [2] - The HBM industry is identified as a key area for domestic production, with opportunities for upstream equipment and materials suppliers as domestic HBM production is still in its early stages [2] Group 3 - The Sci-Tech Semiconductor ETF (588170) tracks the Sci-Tech Innovation Board's semiconductor materials and equipment theme index, focusing on hard-tech companies in semiconductor equipment (61%) and materials (23%) [3] - The semiconductor equipment and materials industry is recognized as a crucial area for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic alternatives, driven by the AI revolution and advancements in lithography technology [3]