Group 1 - The core index of the semiconductor industry, the CSI Chip Industry Index, rose by 0.7%, while the CSI Cloud Computing and Big Data Theme Index increased by 0.5%, and the CSI Semiconductor Materials and Equipment Theme Index fell by 0.4% [1][4][5] - The semiconductor equipment ETF managed by E Fund (159558) saw a net inflow of over 2.7 billion yuan in the past month [1] - CITIC Securities believes that the domestic wafer fabs are entering a phase of expansion due to a significant gap in advanced production capacity, which is expected to create a market space of hundreds of billions of dollars for equipment [1] Group 2 - The CSI Semiconductor Materials and Equipment Theme Index consists of 40 stocks related to semiconductor materials and equipment, focusing on the hardware foundation of future computing [3][5] - The index is designed to track companies involved in semiconductor design, manufacturing, packaging, testing, and materials, emphasizing the core hardware aspects of future computing [3]
半导体设备板块冲高回落，指数回调时关注半导体设备ETF易方达（159558）投资机会
Sou Hu Cai Jing·2026-01-28 05:27