Micron Technology(US:MU) Xin Lang Cai Jing·2026-01-21 05:14Group 1 - The semiconductor equipment and materials sector is expected to maintain high visibility in orders and performance due to the expansion and price increase of storage chips, along with the advancement of domestic substitution processes [1][5] - Year-to-date, ETFs focused on semiconductor equipment and materials have attracted over 16.5 billion yuan in capital, indicating strong market recognition and consensus [1][5] - The Kweichow Moutai Semiconductor Equipment ETF (588710) has seen net inflows for four consecutive trading days, reaching historical highs in both shares and scale, with 976 million shares and 1.889 billion yuan respectively [1][5] Group 2 - Micron Technology announced plans to acquire a wafer fabrication facility for 1.8 billion USD to expand its storage chip capacity, which is expected to support the long-term development logic of semiconductor equipment and materials [1][5] - The index for the Kweichow Moutai Semiconductor Equipment ETF has a weight of 84.8% in "semiconductor equipment + semiconductor materials," focusing exclusively on the STAR Market, which may enhance the index's technological quality [1][5] - The fund manager, Huatai-PB Fund, is one of the first ETF managers in China, with a strong track record in various index fields, including a series of dividend ETFs [1][5]