芯片半导体板块震荡反弹，芯片ETF易方达（516350）、半导体设备ETF易方达（159558）助力布局板块龙头

Group 1 - The China Securities Chip Industry Index rose by 0.8%, the China Securities Cloud Computing and Big Data Theme Index increased by 0.4%, and the China Securities Semiconductor Materials and Equipment Theme Index went up by 0.3% [1] - WSTS has revised its global semiconductor sales forecast for 2026 to $975.4 billion, representing a year-on-year growth of 26.3%; for 2025, global semiconductor sales are expected to reach $772.2 billion, with a year-on-year increase of 22.5% [1] - With the increase in capital expenditure from major domestic companies, China's semiconductor sales are expected to continue growing [1]