AI硬件方向走强，云计算ETF易方达（516510）、半导体设备ETF易方达（159558）助力布局产业链龙头

Group 1 - The core viewpoint of the news highlights a strong performance in AI hardware sectors, particularly in computing power and semiconductor equipment, with significant index increases observed on January 14 [1][6]. - The Zhongzheng Cloud Computing and Big Data Theme Index rose by 5.8%, while the Zhongzheng Semiconductor Materials and Equipment Theme Index increased by 3.9%, and the Zhongzheng Chip Industry Index saw a rise of 2.9% by midday [1][4]. - The Zhongzheng Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, focusing on the hardware foundation for future computing [6]. Group 2 - The Zhongzheng Chip Industry Index is composed of 50 stocks involved in chip design, manufacturing, packaging, testing, and semiconductor materials and production equipment, emphasizing core hardware aspects of future computing [3]. - The ETF managed by E Fund tracks the Zhongzheng Semiconductor Materials and Equipment Theme Index, which is noted for having the largest scale among its peers and a low fee rate of 0.15% plus an additional 0.05% [5][6].