大盘承压，资金逆势布局半导体设备板块，半导体设备ETF易方达（159558）盘中净申购约2000万份

Group 1 - The semiconductor sector experienced a market adjustment, with the China Securities Semiconductor Materials and Equipment Index dropping by 3.7% as of 14:10 [1] - ASML's new orders surged to €13.2 billion in Q4, nearly doubling market expectations, while KLA reported total revenue of $3.297 billion, a year-on-year increase of 7.2%, indicating strong demand driven by AI and customer expansion [1] - The semiconductor equipment industry is confirmed to be in a strong upward trend, providing clear demand support for domestic equipment manufacturers [1] Group 2 - The China Securities Semiconductor Materials and Equipment Index focuses on the semiconductor equipment and materials sectors, with over 60% weight in semiconductor equipment and about 20% in semiconductor materials [1] - Key stocks in the index include industry leaders such as Zhongwei Company, Northern Huachuang, Tuojing Technology, Changchuan Technology, and Huahai Qingke, which exhibit strong resilience amid the trend of domestic substitution [1] - Investors can capture industry development opportunities through products like the E Fund Semiconductor Equipment ETF (159558), which tracks this index [1]