半导体设备中长期成长叙事强盛，关注半导体设备ETF（159516）

Group 1 - The core message indicates that China's leading chip manufacturers plan to significantly increase the production of advanced chips from currently less than 20,000 units to 100,000 units within 1-2 years, with a long-term goal of adding 500,000 units by 2030 [2] - The semiconductor equipment sector is expected to benefit from the expansion of advanced processes and storage, with a strong narrative for medium to long-term growth [2] - The current semiconductor narrative is driven by global AI demand rather than traditional cyclical recovery or domestic substitution, making it a unique investment opportunity [2]