半导体设备板块逆势上涨，半导体设备ETF易方达(159558)盘中净申购达3400万份

Group 1 - The market showed mixed performance on December 31, with technology sectors under pressure while semiconductor equipment and software sectors rose, as evidenced by the China Securities Semiconductor Materials and Equipment Theme Index increasing by 0.7% and the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index rising by 0.3% [1] - Changxin Technology submitted its prospectus on December 30, aiming to list on the Sci-Tech Innovation Board and raise 29.5 billion yuan to enhance its core competitiveness in the DRAM industry. It is noted as the largest DRAM storage enterprise in China, with revenue reaching 32.084 billion yuan in the first three quarters of 2025, surpassing the total revenue for 2024 [1] - According to Guojin Securities, semiconductor equipment is the cornerstone of the semiconductor industry chain, with opportunities for growth in domestic chip development driven by storage expansion and self-sufficiency. The semiconductor equipment sector, positioned upstream in the industry chain, is crucial for chip manufacturing and testing [1] Group 2 - The China Securities Semiconductor Materials and Equipment Theme Index consists of 40 stocks involved in semiconductor materials and equipment, with semiconductor equipment and materials accounting for 62% and 22% respectively. The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index focuses on AI industry chain enterprises, with the digital chip design sector making up over 50% [2] - The semiconductor equipment ETF, E Fund (159558), and the Sci-Tech Artificial Intelligence ETF (588730) track the aforementioned indices, providing investors with opportunities to capitalize on investments in the chip industry chain [2]