芯片产业链局部活跃，指数逆势上涨，关注半导体设备ETF易方达（159558）、芯片ETF易方达（516350）投资机会

Group 1 - The core index of the China Securities Cloud Computing and Big Data Theme fell by 0.4%, while the China Securities Chip Industry Index rose by 1.4%, and the China Securities Semiconductor Materials and Equipment Theme Index increased by 1.3% [1] - According to Wind data, the semiconductor equipment ETF E Fund (159558) and the chip ETF E Fund (516350) both experienced continuous net inflows over the past week, totaling 430 million yuan and 140 million yuan respectively [1] - Dongwu Securities research report indicates that domestic semiconductor equipment is entering a historic development opportunity, with a strong expansion cycle expected to begin in 2026, and the overall order growth rate for the semiconductor equipment industry is projected to exceed 30% [1]