半导体设备ETF（159516）大涨3%，盘中流入超6亿份，存储在AI算力产业链中的重要性有望显著提升

Group 1 - The semiconductor equipment ETF (159516) experienced a significant increase of 3% on January 16, with an inflow of 625 million shares, indicating strong market interest [1] - Huatai Securities highlighted that the super cycle driven by AI data center construction will remain the primary investment theme in the technology sector through 2026, with storage's importance in the AI computing power supply chain expected to rise significantly [1] - The development of AI systems is increasingly focused on system collaborative design to reduce token production costs, creating value enhancement opportunities in server assembly, heat dissipation, optical interconnects, and PCB segments [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), which focuses on the materials and equipment segments of the semiconductor industry, selecting listed companies involved in key upstream material supply and equipment manufacturing [2] - The index primarily includes companies with technological advantages and market positions in the semiconductor materials and equipment field, emphasizing high-tech manufacturing and growth-oriented styles [2]