市场规模与技术升级共振，半导体景气或持续！科创半导体设备ETF（588710）开年以来累计吸金超8亿元

Group 1 - The global semiconductor industry is expected to experience a dual opportunity of high prosperity and structural upgrades, with revenue projected to exceed $1 trillion for the first time in 2026 according to SIA [1][4] - Longfei Advanced announced the completion of over 1 billion yuan in A+ round financing, focusing on the full industrial chain technology layout of silicon carbide power semiconductors to seize emerging global markets [1][4] - The demand for AI computing power is driving the prosperity of semiconductor equipment and storage sectors, with recommendations to focus on domestic semiconductor equipment and storage industry chain listed companies [1][4] Group 2 - The Science and Technology Innovation Semiconductor Equipment ETF (588710) has seen significant capital inflow, with 17 out of 25 trading days in 2026 recording inflows totaling 813 million yuan, surpassing the 199 million yuan net inflow for the entire year of 2025 [1][4] - The fund's scale and shares have increased to 1.796 billion yuan and 1.002 billion shares, representing growth of 103% and 76% respectively since the beginning of the year [1][4] - The index for the ETF, which focuses on semiconductor materials and equipment, has a weight of 84.8% in the semiconductor equipment and materials sector, providing stronger elasticity compared to other indices [2][5] Group 3 - The cumulative increase of the Science and Technology Innovation Semiconductor Materials Equipment Index since 2025 is 82.91%, outperforming the 78.55% increase of the CSI Semiconductor Materials Equipment Index during the same period [2][5] - The fund manager, Huatai-PB Fund, is one of the first ETF managers in China, with a strong background in various ETF categories, including industry ETFs and broad-based indices [6]