Mei Ri Jing Ji Xin Wen·2026-01-07 05:26Group 1 - The semiconductor equipment sector experienced a significant rise, with the China Securities Semiconductor Materials and Equipment Theme Index increasing by 7.0% as of 11:20 AM [1] - Notable stocks in the sector included Nanda Optoelectronics and Chipone Technology, both reaching a 20% limit up, while Anji Technology rose over 17% and Kema Technology increased by over 12% [1] - The semiconductor equipment ETF, E Fund (159558), saw a trading volume exceeding 200 million yuan, with a substantial net subscription of nearly 60 million shares compared to the previous day [1] Group 2 - At the 2026 International Consumer Electronics Show, NVIDIA unveiled the ICMS inference context memory storage architecture, which introduces a dedicated high-speed storage layer between HBM and SSD, enhancing cost-effectiveness [1] - Analysts believe that NVIDIA's new architecture will benefit related stocks in the semiconductor equipment industry, as it increases storage demand in AI inference scenarios [1] - If storage demand continues to expand, it is expected to drive the demand for storage chip production, subsequently boosting semiconductor equipment procurement [1] Group 3 - The China Securities Semiconductor Materials and Equipment Theme Index comprises 40 stocks involved in semiconductor materials and equipment, with semiconductor equipment accounting for 62% of the index [1] - The index is expected to have strong elasticity amid the trend of domestic substitution, providing investors with opportunities to benefit from the rising industry prosperity through products like the E Fund semiconductor equipment ETF (159558) [1]