Group 1 - The semiconductor equipment ETF (159516) has seen a net inflow of over 8.7 billion yuan in the past 20 days, indicating strong capital interest driven by the surge in demand for AI infrastructure [1] - TSMC is expected to achieve record growth in 2025, driven by AI and advanced process technologies, with capital expenditures projected to increase significantly to between 52 billion and 56 billion USD in 2026, exceeding market expectations [1] - The global smartphone market is projected to show resilience amidst multiple challenges, with an estimated shipment of 1.26 billion units in 2025, reflecting a year-on-year growth of 1.9%, primarily supported by strong performance in high-end and foldable models [1] Group 2 - The semiconductor equipment ETF (159516) tracks the semiconductor materials and equipment index (931743), focusing on companies involved in semiconductor material research, production, and equipment manufacturing, serving as an important indicator of the upstream semiconductor industry [2] - The index reflects the market conditions of the upstream semiconductor sector, characterized by high technical intensity and growth potential, making it a key metric for observing the development trends in the semiconductor industry [2]
半导体设备ETF（159516）近20日资金净流入超87亿元，资金积极布局，AI基础设施建设需求激增
Mei Ri Jing Ji Xin Wen·2026-01-23 05:54