无需50万，A股账户就能直接买科创板>> ETF午间收盘涨跌不一，半导体设备ETF基金(159327)领涨2.87%，半导体设备ETF易方达(159558)涨 2.65%，芯片设备ETF(560780)涨2.54%，东南亚科技ETF(513730)领跌1.56%，消费30ETF(510630)跌 1.3%，通信ETF(515880)跌1.27%。 ...

Group 1 - The article highlights the significant interest from public funds in the semiconductor and general equipment sectors, with 125 public funds conducting intensive research on 210 A-shares from May 12 to May 18, 2025 [2][3] - The semiconductor industry led the research frequency with 76 instances, indicating strong expectations for domestic semiconductor replacement processes [4][5] - The general equipment sector followed with 60 research instances, reflecting institutional intentions for comprehensive layout in high-end equipment manufacturing [4][5] Group 2 - The semiconductor industry is expected to break through cycles, with historical experiences suggesting that tariff impacts are temporary and do not hinder overall economic development [6][7] - The domestic semiconductor market has seen substantial growth, with sales of semiconductor equipment projected to rise from under $20 billion in 2010 to nearly $50 billion by 2024 [7][8] - The article notes that more domestic manufacturers are entering the high-end chip industry, marking a significant rise in China's technological capabilities [11] Group 3 - The article discusses the contrasting performance of Chinese and American tech stocks in 2025, with Chinese tech stocks showing gains of over 20% to 30% while American tech stocks averaged a decline of 5.9% [12][13] - The rise of Chinese tech stocks is attributed to technological leaps, domestic replacement, and valuation recovery, with companies like Chip Origin seeing significant stock price increases despite previous losses [15][16] Group 4 - The innovative drug sector is experiencing a revolutionary moment, with a growing market space driven by an aging population and increased health investments [33][34] - The Hang Seng Healthcare Index has risen by 31.89% since the beginning of the year, outperforming other indices [36] - The article highlights a record-breaking agreement between a domestic pharmaceutical company and Pfizer, marking a significant milestone for domestic innovative drugs [38][39] Group 5 - The innovative drug industry is transitioning from a "follower" to a "leader" position, with a notable increase in the number of innovative drug pipelines and global first-in-class drugs [46][49] - The article mentions that the innovative drug sector has received substantial policy support across various stages, contributing to its growth [50] - The performance of innovative drug-related ETFs has been strong, with many achieving returns above 30% this year [47][49]