Mei Ri Jing Ji Xin Wen·2026-02-03 06:57Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment index rose by 1.96%, with notable gains from stocks such as Oulain New Materials (up 7.67%) and Xingfu Electronics (up 6.94%) [1] - The CSI semiconductor materials and equipment index increased by 2.22%, with Longchuan Technology rising by 6.19% and Huafeng Measurement Control by 5.96% [1] - The Sci-Tech semiconductor ETF (588170) saw a price increase of 2.00%, reaching 1.74 yuan, while the semiconductor equipment ETF (Huaxia, 562590) rose by 2.29%, with a latest price of 1.88 yuan [1] Group 2 - The Sci-Tech semiconductor ETF experienced a significant inflow of funds, totaling 6.16 billion yuan over four days, with a peak single-day inflow of 3.43 billion yuan [2] - In the last ten trading days, there were net inflows on eight days, accumulating to 2.08 billion yuan, with an average daily inflow of 20.81 million yuan [2] - TSMC's 2nm capacity has been fully booked by global tech giants, with AMD planning to produce 2nm CPUs starting in 2026, and Google and AWS expected to adopt this technology in 2027 [2] Group 3 - The Sci-Tech semiconductor ETF and its linked funds track the semiconductor materials and equipment index, focusing on companies in semiconductor equipment (60%) and materials (25%) [3] - The semiconductor equipment ETF (Huaxia) also emphasizes semiconductor equipment (63%) and materials (24%), targeting the upstream semiconductor sector [3] - The semiconductor equipment and materials industry is crucial for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic alternatives [3]