AI硬件板块震荡调整，半导体设备ETF易方达（159558）、云计算ETF易方达（516510）等产品受关注

Group 1 - The AI hardware sector experienced fluctuations today, with the CSI Cloud Computing and Big Data Theme Index declining by 1.9%, the CSI Semiconductor Materials and Equipment Theme Index down by 0.5%, and the CSI Chip Industry Index falling by 0.4% [1] - Despite the market adjustments, there was a significant capital inflow into semiconductor equipment ETFs, with the E Fund Semiconductor Equipment ETF (159558) seeing a net subscription of over 170 million units throughout the day [1] - According to Dongwu Securities, domestic semiconductor equipment is entering a historic development opportunity, with a strong expansion cycle expected to begin in 2026, and the overall order growth rate for the semiconductor equipment industry is projected to exceed 30% [1] Group 2 - The semiconductor equipment ETF by E Fund tracks the CSI Semiconductor Materials and Equipment Theme Index, which consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [5] - The CSI Semiconductor Materials and Equipment Theme Index is composed of stocks from companies engaged in semiconductor design, manufacturing, packaging, testing, and semiconductor materials and production equipment [3]