12月31日，半导体设备板块延续近期强势，半导体设备ETF(561980)盘前上涨1.07%，年内累计净流入 突破10.3亿元。截至12月30日，该基金已连续4个交易日获资金净流入，累计超过1亿元，市场关注度持 续升温。 资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 分析指出，市场热度的背后，长鑫存储的IPO进程成为关键催化因素。根据招股说明书披露，公司预计 2025年度实现净利润20至35亿元，并有望在2026或2027年实现全面盈利。此次IPO拟募集资金达295亿 元，显示出国产存储龙头加速产能建设和技术迭代的决心。此外，近期有消息称，美国已批准三星、 SK海力士向其在华工厂出口芯片制造设备，此举或进一步缓解国内半导体产业链的设备供应压力。 分析人士指出，在全球半导体产业竞争格局深化、国产替代进程持续推进的背景下，半导体设备作为产 业发展的基础设施，具备长期配置价值。长鑫存储等国内龙头的资本开支计划，有望为设备产业链带来 持续的订单支撑。半导体设备ETF覆盖了从材料、设备到关键零部件等全产业链环节，为投资者提供了 系统性布局半导体上游核心赛道的有效工具。 风险提示：基金有风险，投资需谨慎。 ...

国产GPU龙头沐曦股份今日上市，盘中股价拉升大涨超700%，总市值一度超越3400亿元，超越另一家 明星公司摩尔线程。惊人表现成为市场新焦点，沐曦引发的"造富效应"正在点燃市场对硬科技板块的情 绪。 目前上游半导体设备板块多股拉升、龙头股活跃。华峰测控涨3.40%，华海诚科涨2.51%，晶升股份、 中微公司、寒武纪、海光信息涨超1%，对以上个股均有布局的半导体设备ETF(561980) 盘中翻红上涨 0.31%。 【产业链深度剖析】 3、设备环节确定性受益：晶圆厂扩产的第一步且最大成本项，就是购买光刻、刻蚀、薄膜沉积等核心 设备。设备采购具有强制性和前置性，这使得半导体设备公司往往是芯片产业较为确定、直接的"卖水 人"。 据了解，半导体设备ETF（561980）跟踪中证半导，标的指数中"设备"含量将近6成，集中布局设备、 材料、设计、制造等中上游卖铲子领域，或为布局国产替代攻坚领域的理想指数化工具。 风险提示：基金有风险，投资需谨慎。 1、设计突破引领需求：沐曦等GPU设计公司的成功，证明了国产高端芯片的市场可行性与迫切需求， 后续大概率会转化为对晶圆制造产能的巨量需求。 2、制造扩产创造订单：无论芯片设计多 ...

Group 1 - The core message of the Fourth Plenary Session emphasizes accelerating high-level technological self-reliance and innovation to lead new productive forces, highlighting the importance of technology in the "14th Five-Year Plan" [1] - The mention of "technology" increased significantly from 2 times in the 19th session to 10 times in this session, indicating a substantial elevation of its strategic position [1] - The meeting's spirit is interpreted as using technological innovation to break structural bottlenecks, counteract internal competition pressures through efficiency reforms, and achieve long-term stable growth through high-quality development [1] Group 2 - The demand for storage chips is experiencing explosive growth due to the rapid development of AI technology, with AI server storage capacity needs reaching 8-10 times that of traditional servers [1] - Major storage chip manufacturers like Samsung and SK Hynix are expected to raise prices of storage products, including DRAM and NAND, by up to 30% [1] - Semiconductor concept stocks have shown impressive performance this year, with 18 stocks doubling in value, and notable increases in stocks like Kaipu Cloud, Dongxin Co., and others [2] Group 3 - The semiconductor equipment ETF (561980) has seen a 3.54% increase, with significant gains in constituent stocks such as Shen Gong Co. and Zhongju Xin [2] - The overall demand in the storage industry is driven by the global AI infrastructure construction wave, which is exacerbated by supply chain fragmentation and trade friction [3] - The semiconductor equipment and materials sectors are expected to benefit from domestic substitution opportunities, supported by market attention and industrial policy [4]

Market Performance - On August 22, the stock market surged, surpassing the 3800-point mark, with the semiconductor equipment ETF (561980) increasing by 8.58%, peaking at over 9% [1] - The trading volume showed significant activity, with a turnover rate of 21.09% and a transaction value exceeding 1.9 billion, representing a 105.10% increase compared to the previous day [1] Company Developments - DeepSeek announced the release of DeepSeek-V3.1 on August 21, which utilizes UE8M0 FP8 Scale parameters, indicating a focus on the upcoming generation of domestic chip designs [1] - The advancements in DeepSeek's model suggest a potential increase in the application of domestic AI chips, contributing to the acceleration of the domestic computing power ecosystem [1] Industry Insights - According to Zheshang Securities, the demand for domestic AI chips is expected to grow, driven by the growth of the AI cloud server industry and the increasing demand for domestic chip localization from local cloud providers [1] - Open Source Securities noted that China's AI chip industry is thriving, with continuous product iterations from companies like Huawei and Cambrian, indicating that domestic computing chips have achieved a level of technological self-sufficiency [1]