Group 1 - The three major indices showed mixed performance, with the Shanghai Composite Index performing strongly while the ChiNext Index experienced a pullback after a rise [1] - The semiconductor industry chain saw a collective strength due to multiple favorable factors, with the Sci-Tech Innovation Semiconductor ETF (588170) rising 10.17% and the Semiconductor Equipment ETF (562590) increasing by 8.85% over the past week [1] - The domestic semiconductor manufacturing sector is experiencing a wave of expansion, driven by a significant demand for advanced production capacity, which is expected to create a market space of hundreds of billions of dollars for equipment [2] Group 2 - TSMC is projected to achieve record earnings in 2025, with a substantial increase in capital expenditures for 2026, indicating ongoing benefits from AI computing power and advanced processes [2] - The domestic semiconductor equipment market is anticipated to see a doubling of the localization rate, supported by the dual drivers of advanced processes and domestic substitution [2] - Investment opportunities in semiconductor equipment are viewed positively, particularly for leading companies with platform capabilities and high-elasticity niche leaders [2]
ETF收评丨半导体板块技术性回调，科创半导体ETF（588170）和半导体设备ETF华夏（562590）持续受到资金青睐
Mei Ri Jing Ji Xin Wen·2026-01-19 10:17