国金证券认为，半导体设备是半导体产业链的基石，存储扩产与自主可控共振，国产化空间广阔。存储芯片架构从2D向3D深层次变革，随着3D DRAM技术 引入以及NAND堆叠层数向5xx层及以上演进，制造工艺中对高深宽比刻蚀及先进薄膜沉积的要求呈指数级提升，相关设备厂商将深度受益于工艺复杂度提 升带来的红利。 | 截至午间收盘 | 该指数自20 该指数 | | --- | --- | | 该指数涨跌 | 滚动市销率 发布以来估值 | | 2.4% | 4.9倍 98.39 | 截至午间收盘，中证半导体材料设备主题指数上涨5.2%，中证芯片产业指数上涨4.4%，中证云计算与大数据主题指数上涨2.4%。 该指数由40只业务涉及半 导体材料和半导体设备的公 司股票组成,聚焦未来计算 的硬件基础环节。 该指数自20 以来估值分 5.2% 6.8倍 66.30 同标的指数中规模居第一 低费率(0.15%+0. 05%费率) 注:"N0.1"标签指截至2025年12月 ETF规模在跟踪同标的指数的ETF中排名 数据来自交易所官网。"低费率"标签 0.15%/年,托管费率0.05%/年。 截至午间收盘 12 = 5 该指数涨跌 巾 ...

今日早盘，大盘下探后持续反弹，AI算力、半导体设备等板块表现活跃。截至午间收盘，中证云计算与大数据主题指数、中证芯片产业指数均上涨1.0%， 中证半导体材料设备主题指数上涨1.4%。 | 云计算ETF (No.1 | | | 516 | | --- | --- | --- | --- | | 跟踪中证云计算与大数据主题指数。 | | | | | | | | ·· | | 该指数由50只业务涉及提 | 截至午间收盘 | 该指数 | 该指数自20 | | 供云计算服务、大数据服务 | 该指数涨跌 | 滚动市销率 | 发布以来估值 | | 以及上述服务相关硬件设备 | | | | | 的公司股票组成,覆盖云计 | 1.0% | 4.8 円 | 98.29 | | 算产业链。 | | | | | 芯片ETF易方达 | | | 516 | | 跟踪中证芯片产业指数 | | | | | | | | ·· | | 该指数由50只业务涉及芯 | | | | | 片设计、制造、封装与测 | 截至午间收盘 | 该指数 | 该指数自20 | | 试以及半导体材料、半导 | 该指数涨跌 | 市净率 | 以来估值分 | | 体生产设备 ...

Group 1 - The China Securities Chip Industry Index (H30007) experienced a decline of 0.07%, closing at 2164.74 points with a trading volume of 31.459 billion yuan [1] - Over the past month, the index has decreased by 3.02%, by 11.22% over the last three months, and by 2.07% year-to-date [1] - The index includes companies involved in chip design, manufacturing, packaging, testing, and suppliers of semiconductor materials and equipment, reflecting the overall performance of listed companies in the chip industry [1] Group 2 - The top ten weighted companies in the index are: SMIC (9.0%), Northern Huachuang (7.53%), Haiguang Information (6.91%), Cambrian (6.74%), Weir Shares (5.97%), Lanke Technology (5.16%), Zhaoyi Innovation (4.54%), Zhongwei Company (4.19%), Changdian Technology (2.54%), and Unisoc (2.34%) [1] - The index's holdings are primarily listed on the Shanghai Stock Exchange (74.88%) and the Shenzhen Stock Exchange (25.12%) [1] Group 3 - The index samples are exclusively from the information technology sector, with a 100% representation [2] - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Public funds tracking the chip industry include various funds such as Huatai-PineBridge China Securities Chip Industry Index Enhanced A, and others [2]