外部风险或强化半导体材料自主可控诉求！科创半导体设备ETF（588710）近4个交易日共获超2.35亿元资金净流入

Core Viewpoint - The Chinese Ministry of Commerce announced an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which is a critical raw material for semiconductor manufacturing, potentially increasing the urgency for self-sufficiency in upstream semiconductor materials and equipment [1][4]. Group 1: Market Impact - The Sci-Tech Semiconductor Equipment ETF (588710) has seen a net inflow of over 235 million yuan in the last four trading days, with a significant increase in trading volume, achieving an average daily trading volume of 278 million yuan, far exceeding the average of 95 million yuan since its inception [1][4]. - The latest scale of the Sci-Tech Semiconductor Equipment ETF has reached 1.21 billion yuan, setting a new record since its establishment [5]. Group 2: Index Composition - The index closely tracked by the Sci-Tech Semiconductor Equipment ETF has a weight of 84.8% in the "semiconductor equipment + semiconductor materials" sector, focusing exclusively on stocks from the Sci-Tech Innovation Board, which may enhance the index's exposure to hard technology [5]. Group 3: Demand Drivers - The investigation into dichlorodihydrosilane is expected to strengthen the demand for self-sufficient semiconductor materials, while the global technological wave represented by AI is likely to expand the demand for storage chips, providing additional orders for domestic semiconductor material and equipment manufacturers [5].