Group 1 - The AI hardware sector continues to experience fluctuations, with the CSI Cloud Computing and Big Data Theme Index down by 2.8%, the CSI Semiconductor Materials and Equipment Theme Index down by 0.7%, and the CSI Chip Industry Index down by 0.6% as of January 20 [1] - The semiconductor equipment ETF managed by E Fund (159558) saw a net subscription of nearly 30 million units throughout the day, indicating strong investor interest [1] - Year-to-date, the semiconductor equipment ETF and the cloud computing ETF have attracted net inflows of 2.17 billion yuan and 910 million yuan, respectively [1] Group 2 - Dongwu Securities research report highlights that domestic semiconductor equipment is entering a historic development opportunity, with a significant expansion cycle expected to begin in 2026 [1] - The report anticipates that the order growth rate for the entire semiconductor equipment industry will exceed 30% [1]
AI硬件板块延续震荡，半导体设备ETF易方达(159558)、云计算ETF易方达(516510)等产品受资金关注
Sou Hu Cai Jing·2026-01-20 11:20