算力芯片概念活跃，科创半导体ETF（588170）、半导体材料ETF（562590）获资金加仓

Group 1 - The semiconductor materials and equipment theme index on the Shanghai Stock Exchange's Sci-Tech Innovation Board decreased by 0.19% as of December 29, 2025, with mixed performance among constituent stocks [1] - Notable gainers included Tianyue Advanced, which rose by 5.66%, and SMIC, which increased by 2.41%, while Xinyi Chang led the decline with a drop of 4.98% [1] - The semiconductor materials ETF (588170) fell by 0.39%, with a net inflow of 91.98 million yuan in the previous trading day [1] Group 2 - According to招商证券, the growth in AI demand is driving global storage and advanced process capacity expansion, with expectations for accelerated domestic expansion in 2026-2027 [2] - Domestic equipment manufacturers are seeing a positive trend in orders, with a significant increase in the domestic substitution rate, particularly benefiting storage equipment companies with strong market positions [2] - The storage sector is experiencing continuous price increases, and major companies are expected to see positive performance trends in Q4, despite limited output growth anticipated for next year [2] Group 3 - The semiconductor materials ETF (562590) and its linked funds focus on the upstream semiconductor sector, with 61% of the index comprising semiconductor equipment and 21% comprising semiconductor materials [3]