Mei Ri Jing Ji Xin Wen·2026-02-26 06:16Group 1 - The core viewpoint of the news highlights the performance of the semiconductor sector, particularly the rise of the Kexin Semiconductor ETF (588170) and its constituent stocks, indicating a positive market sentiment towards semiconductor companies [1] - As of 13:51, the Kexin Semiconductor ETF (588170) increased by 1.70%, marking a five-day consecutive rise, with notable gains from stocks such as Oulain Material (up 20.01%), Jingyi Equipment (up 7.01%), and Shengkong Co. (up 5.84%) [1] - SMIC announced plans to acquire a 49% stake in SMIC North Integrated Circuit Manufacturing Co., with the transaction subject to approval from the Shanghai Stock Exchange and the China Securities Regulatory Commission, introducing uncertainty regarding the approval timeline [1] Group 2 - The Huaxia Semiconductor Equipment ETF (562590) and its linked funds track the CSI Semiconductor Materials and Equipment Theme Index, which has the highest semiconductor equipment content in the market at approximately 63%, benefiting from the global chip price surge [2] - The demand for semiconductor equipment manufacturers, referred to as "selling shovelers," is expected to remain strong due to the ongoing chip price increases [2]