Group 1 - The China Securities Cloud Computing and Big Data Theme Index fell by 4.3%, the China Securities Chip Industry Index decreased by 2.8%, and the China Securities Semiconductor Materials and Equipment Theme Index dropped by 1.0% as of the midday close [1][3][4][6] - The semiconductor equipment ETF managed by E Fund (159558) saw a net inflow of 2.9 billion yuan in the past month [1] - According to Guojin Securities, semiconductor equipment is the cornerstone of the semiconductor industry chain, with significant potential for domestic production due to the resonance of storage expansion and self-control [1] Group 2 - The storage chip architecture is undergoing a deep transformation from 2D to 3D, with the introduction of 3D DRAM technology and the evolution of NAND stacking layers to 500 layers and above [1] - The manufacturing process is experiencing an exponential increase in requirements for high aspect ratio etching and advanced thin film deposition, which will significantly benefit related equipment manufacturers due to the increased complexity of processes [1]
半导体设备板块早盘震荡，指数几度翻红，半导体设备ETF易方达（159558）受资金关注
Sou Hu Cai Jing·2026-02-04 05:14