半导体产业重磅事件密集落地，把握半导体设备ETF（159516）布局机遇

Group 1 - The semiconductor industry is experiencing a high prosperity cycle, driven by significant indicators and events in the past month, particularly in the semiconductor equipment sector [1] - TSMC reported Q4 earnings that exceeded expectations and provided an aggressive capital expenditure guidance for 2026, indicating strong future growth [1] - ASML's latest financial report showed a record increase in quarterly new equipment orders, with a projected net sales of €32.7 billion and a gross margin of 52.8% for 2025 [1] Group 2 - Domestic semiconductor manufacturers are accelerating the adoption of local equipment to ensure supply chain security, leading to a significant increase in the market share of domestic equipment in critical process segments [1] - The combination of overseas AI computing demand and accelerated domestic substitution is positioning the semiconductor equipment sector as an attractive investment opportunity [2] - Investors looking to participate in this technology cycle can consider semiconductor equipment ETFs (159516) to effectively capture industry benefits while mitigating individual stock volatility [2]