半导体设备板块延续调整，半导体设备ETF易方达(159558)连续18个交易日获资金布局

Group 1 - The China Securities Cloud Computing and Big Data Theme Index rose by 2.1%, while the China Securities Chip Industry Index fell by 0.7%, and the China Securities Semiconductor Materials and Equipment Theme Index decreased by 2.4% [1] - The E Fund Semiconductor Equipment ETF (159558) saw a net subscription of 40 million units throughout the day, continuing to attract capital attention with a total net inflow of approximately 2.5 billion yuan over the past 17 trading days [1] - According to Zheshang Securities, driven by advanced process investments and the wave of semiconductor self-sufficiency in China, global semiconductor equipment sales are expected to reach 117.1 billion USD in 2024, representing a year-on-year growth of 10% [1] Group 2 - SEMI forecasts that global semiconductor equipment sales will grow by 13.7% to 133 billion USD in 2025, with the semiconductor equipment sector expected to maintain high prosperity driven by AI, projecting a 10% year-on-year growth in 2026 [1] - The E Fund Semiconductor Equipment ETF tracks the China Securities Semiconductor Materials and Equipment Theme Index, which consists of 40 stocks involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [5]