半导体增量利好频现，科创半导体ETF（588170）、半导体设备ETF华夏（562590）回调现机遇

Group 1 - The core viewpoint of the articles highlights the positive momentum in the semiconductor sector driven by increased capital expenditures from major North American cloud providers and a supply-demand gap in the storage segment, leading to significant price increases in DRAM and HBM [1][2] Group 2 - North American cloud providers, including Meta and Amazon, have exceeded expectations with their 2026 capital expenditure guidance, with Meta committing to purchase millions of chips from Nvidia [1] - SK Hynix's inventory is reported to be only four weeks, and DRAM prices are expected to surge by over 90% in Q1 due to a "super cycle" in demand [1] - The A-share market saw all three major indices rise, with the Shanghai Composite Index up by 0.84%, the Shenzhen Component Index up by 1.35%, and the ChiNext Index up by 1.22% [1] Group 3 - The Sci-Tech Innovation Semiconductor ETF has achieved a cumulative increase of 24.44% over the past three months, outperforming the Wind All A index, which rose by 6.30% [2] - The ETF reached a peak price of 1.810 yuan, marking a new high in the past ten days, and has seen a net inflow of funds for three consecutive trading days, totaling 149 million yuan [2] - Related ETFs, such as the Semiconductor Equipment ETF, are expected to benefit from the global chip price surge, with semiconductor equipment making up approximately 63% of the market index [2]