半导体板块持续下挫，指数跌超3%，半导体设备ETF易方达（159558）获资金逆势加仓

Group 1 - The China Securities Cloud Computing and Big Data Theme Index decreased by 0.7%, while the China Securities Semiconductor Materials and Equipment Theme Index fell by 3.6%, and the China Securities Chip Industry Index dropped by 3.7% [1] - The semiconductor equipment ETF managed by E Fund (159558) saw a net subscription of 7 million units in the first half of the day, with nearly 3 billion yuan net inflow in January, indicating high market attention [1] - Guotai Junan Securities believes that semiconductor equipment is the cornerstone of the semiconductor industry chain, with significant potential for domestic production as storage chip architecture transitions from 2D to 3D [1] Group 2 - The semiconductor equipment ETF tracks the China Securities Semiconductor Materials and Equipment Theme Index, which consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [5] - The index is composed of 50 stocks related to chip design, manufacturing, packaging, testing, semiconductor materials, and production equipment, emphasizing the core hardware aspects of future computing [3]