AI趋势强劲，半导体设备ETF（159516）盘中净流入超1亿份，近20日资金净流入超26亿元，资金抢筹布局

Group 1 - The core viewpoint of the news highlights significant investment interest in the semiconductor sector, as evidenced by a net inflow of 104 million shares into the semiconductor equipment ETF (159516) [1] - The CES 2026 event has commenced, with NVIDIA's CEO Jensen Huang delivering notable speeches, indicating strong future prospects for the industry [1] - The Vera Rubin system is currently in production, with the first products expected to launch in the second half of 2026, showcasing advancements in technology [1] Group 2 - According to Fangzheng Securities, there is a significant gap between domestic storage capacity and global leaders, necessitating expansion to ensure a stable supply chain [1] - In advanced manufacturing, domestic semiconductors have undergone multiple rounds of validation testing, which is expected to enhance localization rates as end customers expand production [1] - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), reflecting the overall performance of listed companies involved in semiconductor material production, processing, and manufacturing equipment [1]