半导体设备板块下探后持续反弹，关注半导体设备ETF易方达(159558)等产品投资机会

Group 1 - The semiconductor equipment sector experienced a rebound after an initial decline on the first trading day post-holiday, with the China Securities Cloud Computing and Big Data Theme Index down 2.1%, while the China Securities Chip Industry Index rose by 0.4% and the China Securities Semiconductor Materials and Equipment Theme Index increased by 0.8% [1] - The semiconductor equipment ETF managed by E Fund (159558) attracted approximately 250 million yuan in the five trading days before the holiday, indicating strong investor interest [1] - China Galaxy Securities highlighted that the demand for AI computing power, the upward cycle of storage chips, and the penetration of advanced packaging technology are collectively driving the demand for semiconductor equipment, with a strong expectation for market growth in 2026 [1] Group 2 - TSMC is projected to have capital expenditures ranging from 52 to 56 billion USD in 2026, significantly up from 40.9 billion USD in 2025, further emphasizing the market opportunities in semiconductor equipment [1] - The index tracking semiconductor materials and equipment consists of 40 companies involved in semiconductor materials and equipment, focusing on the hardware foundation for future computing [5] - The index tracking semiconductor equipment includes 50 companies engaged in chip design, manufacturing, packaging, testing, and semiconductor materials, highlighting the core hardware aspects of future computing [3]