Zheshang Securities(SH:601878) Sou Hu Cai Jing·2026-01-21 11:33Group 1 - The core viewpoint of the news highlights a strong performance in the semiconductor sector, with the semiconductor equipment index rising by 4.0% and significant net inflows into related ETFs [1] - The semiconductor equipment ETF managed by E Fund (159558) saw over 50 million units net subscribed throughout the day, indicating strong investor interest [1] - According to Zheshang Securities, global semiconductor equipment sales are projected to reach $117.1 billion in 2024, representing a 10% year-on-year growth, with further growth expected in subsequent years [1] Group 2 - The semiconductor equipment ETF tracks the CSI Semiconductor Materials and Equipment Index, which consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [5] - The CSI Chip Industry Index is composed of 50 stocks related to chip design, manufacturing, packaging, testing, and semiconductor materials, emphasizing the core hardware aspects of future computing [3]