AI硬件板块本周领涨，半导体设备ETF易方达（159558）、云计算ETF易方达（516510）受资金关注

Group 1 - The AI hardware sector has seen significant gains this week, with the CSI Semiconductor Materials and Equipment Theme Index rising by 9.0%, the CSI Cloud Computing and Big Data Theme Index increasing by 6.4%, and the CSI Chip Industry Index up by 5.2% [1][3] - The semiconductor equipment ETF from E Fund (159558) and the cloud computing ETF from E Fund (516510) have attracted substantial investments, with a combined average inflow of 480 million yuan and 750 million yuan respectively over the first four trading days of the week [1] - Dongwu Securities reports that domestic semiconductor equipment is entering a historic development opportunity, with a strong expansion cycle expected to begin in 2026, projecting an order growth rate exceeding 30% for the entire semiconductor equipment industry [1] Group 2 - The CSI Cloud Computing and Big Data Theme Index has a rolling price-to-sales ratio of 5.5 times, while the CSI Chip Industry Index has a price-to-book ratio of 7.8 times, and the CSI Semiconductor Materials and Equipment Theme Index has a price-to-book ratio of 8.3 times [3] - The CSI Cloud Computing and Big Data Theme Index has shown a cumulative increase of 19.3% over the past month, 28.3% over the past three months, and 15.9% year-to-date, while the CSI Semiconductor Materials and Equipment Theme Index has increased by 29.9%, 39.5%, and 27.7% respectively [8] - The CSI Semiconductor Materials and Equipment Theme Index is composed of 40 representative companies in semiconductor materials and equipment, focusing on AI chip equipment and materials [5]