| 代码 | 名称 | 最新 | 涨幅% ↑ | | --- | --- | --- | --- | | 517900 | 银行AH优选ETF | 1.498 | -2.22 | | 159502 | 标普生物科技ETF | 1.302 | -2.11 | | 513290 | 纳指生物科技ETF | 1.534 | -1.60 | | 515880 | 通信ETF | 3.096 | -1.50 | | 159994 | 5GETF | 1.888 | -1.10 | | 159363 | 创业板人工智能ETF华宝 | 1.009 | -1.08 | 上证报中国证券网讯 1月6日，ETF午间收盘涨跌不一，香港证券ETF易方达（513090）领涨4.46%，有 色矿业ETF招商（159690）涨4.43%，工业有色ETF（560860）涨4.42%，银行AH优选ETF（517900）领 跌2.22%，标普生物科技ETF（159502）跌2.11%，纳指生物科技ETF（513290）跌1.6%。 | 代码 | 名称 | 最新 | 涨幅% ↓ | | --- | --- | --- | --- | | 51309 ...

（原标题：AI需求推动全球半导体销售额持续增长，半导体设备ETF、半导体产业ETF上涨） 半导体板块上涨，半导体设备ETF、半导体产业ETF、半导体设备ETF易方达、半导体材料ETF、芯片 设备ETF、科创半导体ETF鹏华、半导体设备ETF基金、半导体设备ETF、科创半导体ETF、半导体ETF 南方、科创半导体设备ETF、芯片ETF上涨。 世界半导体贸易统计组织（WSTS）日前发布的最新预测显示，2025年全球半导体营收有望同比增长 22.5%至7720亿美元，2026年将再增长26.3%，达9750亿美元。这较6月预测2025年全球半导体市场规模 7009亿美元，同比增长11.2%；2026年增长8.5%，达7607亿美元的数据大幅提高。 机构认为，当前AI产业趋势持续，受益于国产算力建设的推进以及全球产业链格局的调整，国产先进 制程的发展空间正逐步打开。同时，存储涨价周期的幅度和持续时间均超预期。在先进制程及存储扩产 趋势下，2026年国产半导体设备订单有望加速增长，国产化率或进一步提升。 半导体设备ETF跟踪中证半导，标的指数中半导体设备+材料+集成电路设计三行业占比超90%，均为芯 片产业链中上游的" ...

Market Performance - The Shanghai Composite Index rose by 0.34%, the Shenzhen Component Index increased by 0.65%, the ChiNext Index gained 0.78%, and the North Star 50 Index went up by 0.14% [1] - The total market turnover reached 1.252 trillion yuan, an increase of 53.2 billion yuan compared to the previous day [1] Sector Performance - The semiconductor, battery, and energy metal sectors were active, while the tourism and commercial aerospace sectors experienced adjustments [1] - The lithium battery sector led the gains, with ETFs such as the Jianxin Fund Battery ETF, the Fuguo Fund Lithium Battery ETF, and the Xingyin Fund Battery Leader ETF rising by 3% [1] - Gold reached a historical high, with ETFs like the Yongying Fund Gold Stock ETF, the Ping An Fund Gold Stock ETF, and the ICBC Credit Suisse Fund Gold Stock ETF increasing by 2.67%, 2.63%, and 2.61% respectively [1] - The semiconductor sector also showed strong performance, with the Huaxia Fund Semiconductor Materials ETF and the招商 Fund Semiconductor Equipment ETF both rising by 2% [1] Declining Sectors - The satellite sector declined, with the Satellite Industry ETF, E Fund Satellite ETF, and Satellite ETF dropping by 3.6% [2] - The tourism sector weakened, with the tourism ETF falling by 1.47% [2] - Two Brazilian ETFs decreased by 1% [2]

Group 1 - Semiconductor equipment stocks have strengthened, with Anji Technology rising over 4%, and Beifang Huachuang and Xinyuan Micro both increasing over 3% [1] - Semiconductor-related ETFs have also seen gains, with an increase of over 2% [1] Group 2 - Specific ETF performance includes: - Semiconductor Materials ETF at 1.666, up 0.038 (2.33%) - Chip Equipment ETF at 1.744, up 0.038 (2.23%) - Semiconductor Equipment ETF E Fund at 1.854, up 0.039 (2.15%) - Semiconductor Equipment ETF Fund at 1.887, up 0.038 (2.06%) - Semiconductor Equipment ETF at 1.587, up 0.032 (2.06%) [2] Group 3 - Analysts indicate that under the backdrop of the AI wave and domestic production, there is a continuous demand for expansion in advanced production lines, making semiconductor equipment a cornerstone for wafer foundry expansion and an important link for achieving self-sufficiency in the industry chain [2]

截至2025年12月22日 13点42分，上证科创板半导体材料设备主题指数强势上涨4.06%，成分股艾森股份 上涨13.25%，神工股份上涨9.40%，拓荆科技上涨9.32%，中芯国际涨超6%。科创半导体ETF （588170）上涨3.72%。 半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （61%）、半导体材料（21%）占比靠前，充分聚焦半导体上游。 消息面上，中芯国际三季报显示研发费用38.22亿元，位列半导体公司前列，领先北方华创（32.85亿 元）、海光信息（25.86亿元）。 （文章来源：每日经济新闻） 相关ETF：公开信息显示， 科创半导体ETF（588170）及其联接基金（A类：024417；C类：024418） 跟踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（61%）和半导体材料（23%）细 分领域的硬科技公司。 半导体设备和材料行业是重要的国产替代领域，具备国产化率较低、国产替代 天花板较高属性，受益于人工智能革命下的半导体需求，扩张、科技重组并购浪潮、光刻机技术进展。 ...

半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （61%）、半导体材料（21%）占比靠前，充分聚焦半导体上游。 截至2025年12月19日 11点06分，上证科创板半导体材料设备主题指数上涨0.03%，成分股安集科技上涨 2.88%，芯源微上涨2.44%，明志科技上涨1.52%，天岳先进上涨1.36%，金宏气体上涨1.20%。科创半导 体ETF（588170）上涨0.07%，最新报价1.45元。 流动性方面，科创半导体ETF（588170）盘中换手7.65%，成交2.82亿元。拉长时间看，截至12月18 日，科创半导体ETF（588170）近1周日均成交6.42亿元，领先同类。规模方面，科创半导体ETF （588170）近2周规模增长2.86亿元，实现显著增长。 消息面上，摩根士丹利发布最新研报称，在史无前例的人工智能（AI）基建热潮以及传统模拟芯 片/MCU（微控制器）强劲去库存步伐推动之下，芯片股的"长期牛市逻辑"仍然完好无损，明年芯片股 仍有可能是美股市场表现最亮眼板块之一。伴随牛市预测而来的，还有"2026年首选芯片股"榜单：英伟 达（Nvid ...

2025年12月15日，截至收盘，沪指跌0.55%，报收3867.92点；深成指跌1.10%，报收13112.09点；创业 板指跌1.77%，报收3137.80点。科创半导体ETF（588170）跌1.41%，半导体材料ETF（562590）跌 0.50%。 隔夜外盘：截至收盘，道琼斯工业平均指数跌0.09%；纳斯达克综合指数跌0.59%；标准普尔500种股票 指数跌0.16%。费城半导体指数跌0.61%，恩智浦半导体涨1.61%，美光科技跌1.51%，ARM跌4.98%， 应用材料涨0.79%，微芯科技收平。 行业资讯： 半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （61%）、半导体材料（21%）占比靠前，充分聚焦半导体上游。 1. 沐曦股份12月15日公告，公司股票将于2025年12月17日在上海证券交易所科创板上市。根据《上海证 券交易所科创板上市公司自律监管指引第5号——科创成长层》，上市时未盈利的科创板公司，自上市 之日起纳入科创成长层。截至本公告披露日，沐曦股份尚未盈利，自上市之日起将纳入科创成长层。 2. 中国证监会国际合作司发布关于 ...

Group 1 - The semiconductor sector experienced a significant increase, with stocks like Yaxing Integration hitting a historical high and others like Zengsheng Technology, Zhongke Feice, and Meiai Technology rising over 10% [1] - Semiconductor ETFs dominated the market, with the Kexin Semiconductor ETF (588170) leading the gains at 5%, followed by Kexin Semiconductor Equipment ETF (588710) and Kexin Semiconductor ETF Penghua (589020) both rising over 4% [1] - The global semiconductor industry is showing strong growth, with Omdia reporting that the revenue for Q3 2025 is expected to reach $216.3 billion, marking a 14.5% quarter-on-quarter increase, and the full-year revenue projected to exceed $800 billion [2]

Market Overview - As of December 10, the Shanghai Composite Index fell by 0.23% to close at 3900.50 points, while the Shenzhen Component Index rose by 0.29% to 13316.42 points. The ChiNext Index decreased by 0.02% to 3209.00 points [1] - In the overnight U.S. market, the Dow Jones Industrial Average increased by 1.05%, the Nasdaq Composite rose by 0.33%, and the S&P 500 gained 0.67%. The Philadelphia Semiconductor Index climbed by 1.29%, with notable gains from NXP Semiconductors (up 1.65%) and Micron Technology (up 4.47%) [1] Federal Reserve Decision - The Federal Open Market Committee (FOMC) announced a 25 basis point interest rate cut, lowering the federal funds rate target range to 3.50%-3.75%, aligning with market expectations. Additionally, the Fed will begin expanding its balance sheet by purchasing $40 billion in short-term Treasury bonds, with high purchase levels expected to continue for several months before a significant reduction [2] SpaceX IPO Plans - SpaceX is advancing its IPO plans, aiming to raise over $30 billion, potentially making it the largest IPO in history. The company targets a valuation of approximately $1.5 trillion, significantly surpassing Saudi Aramco's record from 2019 [2] Semiconductor Industry Insights - A storage module manufacturer reported that the shortage of NAND is more severe than in previous years, with several companies' inventories expected to last only until Q1 2026. Starting in March, some manufacturers may face supply shortages, leading to a widespread lack of availability in Q2. NAND prices have surged, with Micron's recent price increase approaching 50% month-over-month [3] - Guotai Junan Securities indicated that the resonance between assets and liabilities is just beginning. Since 2025, there has been a noticeable shift of residents towards lower-risk fixed-income products, with pension and insurance funds expected to continue increasing their equity market allocations. The outlook for China's equity market in 2026 appears optimistic, focusing on opportunities from profit recovery rather than relying on global financial expansion as in 2025 [3] Semiconductor ETFs - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the Sci-Tech Board Semiconductor Materials and Equipment Index, which includes 61% semiconductor equipment and 23% semiconductor materials. This sector is crucial for domestic substitution, benefiting from low domestic replacement rates and high ceilings for domestic alternatives, driven by the AI revolution and technological advancements in lithography [3] - The Semiconductor Materials ETF (562590) and its linked funds also focus on semiconductor equipment (61%) and materials (21%), emphasizing the upstream semiconductor industry [4]

隔夜外盘：截至收盘，道琼斯工业平均指数涨0.22%；纳斯达克综合指数涨0.31%；标准普尔500种股票 指数涨0.19%。费城半导体指数涨1.09%，恩智浦半导体涨0.79%，美光科技涨4.66%，ARM涨0.58%， 应用材料跌0.53%，微芯科技涨1.68%。 2025年12月5日，截至收盘，沪指涨0.70%，报收3902.81点；深成指涨1.08%，报收13147.68点；创业板 指涨1.36%，报收3109.30点。科创半导体ETF（588170）涨0.14%，半导体材料ETF（562590）收平。 行业资讯： 1. 近日，官方发布关于调整保险公司相关业务风险因子的通知，下调保险公司多项风险因子，充分发挥 险资作为耐心资本的优势。《通知》中提到，保险公司持仓时间超过两年的科创板上市普通股的风险因 子从0.4下调至0.36。该持仓时间根据过去四年加权平均持仓时间确定。科创板相关风险因子下调，会提 升险资对科创公司的投资意愿，推动更多资金流入战略性新兴产业，助力科技创新企业发展，同时带动 相关板块估值修复与成长。 2. 消息面上，沐曦股份公告，回拨机制启动后，网下最终发行数量为2282.9081万股，占扣 ...