算力芯片方向盘初走强，芯片ETF易方达(516350)、半导体设备ETF易方达(159558)标的指数双双涨超1%

Group 1 - The semiconductor equipment and computing chip sectors showed strength in early trading on December 30, with companies like Kema Technology, Changchuan Technology, and Northern Huachuang rising over 3%, leading to a 1.9% increase in the CSI Chip Industry Index and a 1.3% increase in the CSI Semiconductor Materials and Equipment Theme Index [1] - According to Guojin Securities, semiconductor equipment is positioned upstream in the industry chain and is a core industry supporting chip manufacturing and testing. Data from SEMI indicates that the performance of leading domestic equipment companies is impressive, with eight leading companies achieving a combined revenue growth of 37.3% and a net profit growth of 23.9% year-on-year in the first three quarters of 2025 [1] - The domestic semiconductor equipment industry chain is expected to experience a new round of rapid growth opportunities driven by the evolution of storage technology towards 3D, influenced by AI large models [1] Group 2 - The CSI Chip Industry Index consists of 50 stocks involved in chip design, manufacturing, packaging and testing, as well as semiconductor materials and production equipment, with over 50% of the index comprising digital chip design and approximately 18% from the semiconductor equipment sector [1] - The CSI Semiconductor Materials and Equipment Theme Index includes 40 stocks related to semiconductor materials and equipment, with the semiconductor equipment and materials sectors accounting for 62% and 22% of the index, respectively [1] - The E Fund Chip ETF (516350) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with convenient access to leading companies in the industry chain [1]