半导体企业业绩普遍预增！科创半导体设备ETF（588710）逆势获资金关注

Group 1 - The overall market is experiencing upward pressure due to a net outflow of funds, coupled with a rapid rotation in the market and a lack of significant short-term positive news, leading to a consolidation phase in the semiconductor sector [1][3] - Despite the current market conditions, the demand for AI computing power, storage expansion, and domestic substitution narratives remain strong, indicating that the semiconductor equipment segment may still hold medium to long-term investment value [1][3] - As of January 29, 2026, a total of 93 semiconductor companies have disclosed earnings forecasts, with 61 companies expecting a net profit growth of over 20%, accounting for more than 60%, and 21 companies anticipating a net profit increase of over 100%, suggesting that the semiconductor industry may gradually enter a performance realization phase [1][3] Group 2 - The Kexin Semiconductor Equipment ETF (588710) and its connected funds are positioned at the intersection of the AI hardware wave and domestic substitution, with the index's weight in "semiconductor equipment + semiconductor materials" reaching 84.8% [2][4] - The Kexin Semiconductor Materials Equipment Index has shown a cumulative increase of 97.96% since 2025, outperforming the CSI Semiconductor Materials Equipment Index, which has risen by 90.81% during the same period [2][4] - The fund manager of Kexin Semiconductor Equipment ETF, Huatai-PB Fund, is one of the first ETF managers in China, with a strong track record in broad-based and dividend-themed indices [2][4]