Group 1 - The semiconductor equipment sector experienced a decline, with the China Securities Cloud Computing and Big Data Index falling by 0.5%, the China Securities Chip Industry Index down by 2.5%, and the China Securities Semiconductor Materials and Equipment Index decreasing by 4.1% [1] - Despite the downturn, there was a significant inflow of funds into the semiconductor equipment ETF, with E Fund (159558) seeing a net subscription of 20 million units throughout the day [1] - According to Zheshang Securities, driven by advanced process investments and the wave of semiconductor self-sufficiency in China, global semiconductor equipment sales are projected to reach $117.1 billion in 2024, representing a year-on-year growth of 10% [1] Group 2 - SEMI forecasts that global semiconductor equipment sales are expected to grow by 13.7% to $133 billion in 2025 [1] - The semiconductor equipment sector is anticipated to maintain a high level of prosperity driven by AI, with sales expected to increase by 10% year-on-year in 2026 [1]
半导体设备板块低开低走，资金逆势布局，半导体设备ETF易方达（159558）全天净申购达2000万份
Sou Hu Cai Jing·2026-01-26 11:31