半导体设备板块震荡调整，指数跌逾4%，半导体设备ETF易方达（159558）逆势获超7000万份净申购

Group 1 - The China Securities Cloud Computing and Big Data Theme Index rose by 0.4%, while the China Securities Chip Industry Index fell by 4.1%, and the China Securities Semiconductor Materials and Equipment Theme Index decreased by 4.6% [1] - The semiconductor equipment ETF managed by E Fund (159558) saw a net subscription of over 70 million shares, with total inflows exceeding 300 million yuan in the past week [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 in the semiconductor equipment industry is projected to exceed 30% [1]