集成电路ETF（159546）涨超1.1%，行业预期正向上加速

Group 1 - The integrated circuit ETF (159546) rose over 1.1%, indicating an upward acceleration in industry expectations [1] - Huatai Securities noted that with the demand for AI applications increasing, there is a supply shortage for advanced process and memory chips, leading multinational semiconductor leaders to have clear expansion needs [1] - The optimistic capital expenditure forecast for multinational semiconductor leaders in fiscal year 2026, along with strong global cleanroom construction demand, suggests that cleanroom orders are likely to see both volume and price increases, along with margin improvements [1] Group 2 - The integrated circuit ETF (159546) tracks the integrated circuit index (932087), which primarily selects listed companies engaged in integrated circuit design, manufacturing, packaging testing, and related materials and equipment [1]