Group 1 - The semiconductor equipment sector is experiencing significant activity, with the China Securities Semiconductor Materials and Equipment Theme Index rising by 1.6% and the China Securities Chip Industry Index increasing by 0.9% [1][5] - The global semiconductor market is projected to reach a scale of $208 billion by Q3 2025, marking a 15.8% quarter-on-quarter growth, the highest since Q2 2009 [1] - The demand for computing power driven by the AI wave is expected to significantly enhance the value in segments such as servers, AI chips, optical chips, storage, and PCBs [1] Group 2 - The China Securities Chip Industry Index consists of 50 stocks involved in chip design, manufacturing, packaging, testing, semiconductor materials, and production equipment, focusing on core hardware for future computing [3] - The ETF tracking the China Securities Semiconductor Materials and Equipment Theme Index includes 40 stocks related to semiconductor materials and equipment, emphasizing the hardware foundation for future computing [5]
半导体设备板块高开高走，关注半导体设备ETF易方达（159558）等产品布局机会
Sou Hu Cai Jing·2025-12-23 12:02