Core Viewpoint - The semiconductor equipment sector has experienced significant growth, leading the rebound in technology stocks, but has recently faced a correction after a period of rapid gains [1][7]. Group 1: Recent Performance - The semiconductor equipment index surged over 30% in half a month and over 50% in three months, becoming the standout performer in the A-share market [1][7]. - From September 22 to September 24, the index rose a cumulative 16.85%, outperforming 276 other industry indices [3]. - On September 24, several semiconductor equipment ETFs reached their daily limit up, with notable gains of 9.55%, 9.44%, and 9.4% [3]. Group 2: Driving Factors - Key factors driving the recent surge include the establishment of Changcun Phase III Integrated Circuit Co., which is expected to enhance domestic semiconductor equipment production capacity [3]. - The increase in storage chip prices has exceeded market expectations, likely driving global storage chip capacity expansion [3]. - The recent display of lithography machines at the Industrial Expo has positively influenced market sentiment [3]. Group 3: Market Sentiment and Future Outlook - Analysts suggest that the recent correction in the semiconductor equipment index is a natural adjustment after substantial gains, with the long-term growth trajectory remaining intact due to AI demand [6][7]. - The semiconductor equipment sector is expected to continue benefiting from increasing domestic production rates and capital expenditure expansion, with projections indicating sustained high investment levels in wafer fabrication equipment [8]. - The semiconductor industry is a key focus of national policy support, indicating a favorable development outlook [9].

② 美联储降息预期交易下，9月17日，证券ETF（512880）净流入超11亿元，排名ETF榜首；此外，部 分机器人、港股通互联网、金融科技等主题ETF均"吸金"明显，净流入均超5亿元。 ③ 消息面上，北京时间9月18日凌晨，美联储在结束为期两天的货币政策会议后宣布，将联邦基金利率 目标区间下调25个基点，至4.00%-4.25%之间。这是美联储自2024年12月以来的首次降息。最新点阵图 显示，多数美联储官员预计2025年还将降息两次。（王鹤静） 中证网讯 ① 9月17日，港股科技、互联网板块大涨，百度集团涨超15%，阿里巴巴、京东集团均涨超 5%，多只跟踪恒生互联网科技业、恒生科技等指数的ETF涨超4%。此外，多只半导体设备主题ETF涨 超3%。 ...