半导体设备板块低开低走，半导体设备ETF易方达（159558）逆势获2000万份净申购

Group 1 - The core index for cloud computing and big data fell by 2.8%, while the semiconductor industry index dropped by 5.3%, and the semiconductor materials and equipment index decreased by 5.1%. Despite this, there was a significant net subscription of 20 million units for the semiconductor equipment ETF E Fund (159558) throughout the day [1] - In January, the semiconductor equipment ETF E Fund (159558) received nearly 3 billion yuan in net inflows [1] - China Galaxy Securities indicated that the semiconductor equipment sector performed positively this month, driven by sustained AI computing power demand, an upward cycle in storage chips, and the penetration of advanced packaging technology, which collectively boosted semiconductor equipment demand [1] Group 2 - The semiconductor equipment market is expected to continue growing strongly, with a projected market size increase by 2026 [1] - TSMC anticipates capital expenditures of $52 billion to $56 billion in 2026, a significant increase from $40.9 billion in 2025, highlighting further market opportunities in semiconductor equipment [1] - The index tracking semiconductor materials and equipment consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [5]