2.国产AI芯片发布，有望巩固芯片国产替代逻辑，带动国产芯片生产需求。近期华为在全联接大会2025 上公布了后续昇腾芯片路线图，路线图显示其将在2026年Q1推出昇腾950PR芯片，2026年Q4推出昇腾 950DT，并在2027-2028年各推出一款升级版昇腾芯片。 3.存储扩产开启，自主可控进程加速。据天眼查APP及企业官方信息显示，长存三期（武汉）集成电路 有限责任公司于2025年9月5日正式成立，此举被视为长江存储开启三期扩产，公司计划在2025年将月产 能提升至15万片、2026年实现全球NAND市场份额15%，这将带动半导体设备需求。同时，国内AI芯片 专用内存HBM的开发和产能建设，亦有望在DRAM领域带动半导体设备需求。 在关键设备国产化能力提升、国产AI芯片发布与存储扩产三重利好催化下，上游设备厂商或有望受 益。AI芯片的集中进展、以及存储扩产或有望拉动刻蚀机、薄膜沉积等国产关键设备采购，激活设备 增量需求，上游厂商或将受益。 半导体设备ETF易方达（159558）持续吸金，近5日资金净流入额1.8亿元，其紧密跟踪中证半导体材料 设备指数，半导体设备占比接近60%，在未来产业趋势中或具备弹性 ...

据经济参考报，日前，中证A500指数基金迎来第一批产品成立的首个"周年"。自2024年9月20日首只产 品成立以来，截至目前，已有近80家基金公司下场布局中证A500指数基金。全市场成立的中证A500指 数基金扩容至267只（不同份额合并后为140只），产品规模合计增幅达60%以上。在业内人士看来，指 数化投资浪潮下，未来中证A500指数有望持续迎来发展红利。 一、ETF行业快讯1.三大指数涨跌不一，半导体设备相关ETF大涨 今日，三大指数涨跌互现，上证综指下跌0.18%，深证成指下跌0.29%，创业板指上涨0.21%。多只电子 板块ETF上涨，其中，芯片设备ETF（560780.SH）上涨7.72%，半导体材料ETF（562590.SH）上涨 6.04%，半导体设备ETF易方达（159558.SZ）上涨5.76%。计算机板块多只ETF下跌，金融科技ETF华夏 （516100.SH）下跌3.38%，软件50ETF（159590.SZ）下跌3.33%，金融科技ETF（159851.SZ）下跌 3.30%。 华泰证券研报指出，看好2026年中国先进逻辑和存储投资持续，看好设备国产进展，2026E中国本土设 备企业 ...

AI算力、ASIC芯片、MCU芯片等国产算力概念今日爆发，带动芯片板块走强，截至收盘，中证芯片产业指数上涨4.4%，中证半导体材料设备主题指数上涨 1.8%，中证云计算与大数据主题指数上涨1.3%。 国投证券表示，国产算力从供给侧和需求侧均迎来新的变化，一方面以华为昇腾为代表的国产算力芯片持续迭代，性能稳步提升，为国内人工智能产业带来 供给支撑。另一方面，国内互联网大厂逐步适配国产芯片，资本开支有望持续增长，为国内算力产业带来需求支撑。 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。 +H 该指数涨跌 1.8% 该指数由50只业务涉及芯 片设计、制造、封装与测 试以及半导体材料、半导 体生产设备等公司股票组 成,聚焦未来计算的核心 硬件环节。 令日 该指数涨跌 4.4% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 每日经济新闻 同标的指数中规模居第一 低费率(0.15%+0.05%幕 ...

01 上周（9月15日至9月19日），国内半导体产业链、汽车零部件等板块均有亮眼表现，半导体设备ETF易方达（159558）等跟踪的半导体材料设备指数涨超 7%，汽车零部件ETF（159565）等跟踪的汽车零部件指数涨超6%。 02 在美联储降息落地前后，港股主题ETF交投显著活跃，香港证券ETF（513090）上周成交额突破660亿元，跟踪港股通互联网指数的ETF上周合计净流入超 50亿元。 03 近期，产业催化不断的机器人板块迎来增量资金配置，机器人ETF易方达（159530）上周吸引超27亿元资金净流入。截至9月19日，该ETF已连续10个交 易日吸引资金净流入，最新规模突破百亿元大关。 半导体产业链近期走强 上周（9月15日至9月19日），国内半导体产业链领涨市场，中微公司、中芯国际分别涨超20%、11%，半导体设备ETF易方达（159558）等跟踪的半导体 材料设备指数涨超7%。 此外，汽车和游戏板块上周也有较好表现。三花智控（002050）、宁德时代（300750）分别涨超20%、13%，完美世界（002624）、恺英网络（002517） 分别涨超14%、11%；汽车零部件ETF（159565）、 ...

截至午盘，科创半导体设备ETF（588710）、芯片设备ETF（560780）涨逾3%，科创半导体ETF （588170）、半导体设备ETF易方达（159558）等涨幅居前。 (本文来自第一财经) ...

Group 1 - The core viewpoint of the news highlights the active performance of cloud computing concepts, with the CSI Cloud Computing and Big Data Theme Index rising by 3.1%, the CSI Semiconductor Materials and Equipment Theme Index increasing by 2.9%, and the CSI Chip Industry Index up by 1.5% [1] - According to IDC data, the market size of AI public cloud services in China is expected to reach 19.59 billion yuan in 2024, representing a growth of 55.3% compared to 2023. This growth is driven by the expansion of generative AI applications and a significant increase in demand for machine learning training, which boosts both the platform and application layers of the AI market [1] Group 2 - The CSI Chip Industry Index consists of 50 stocks related to chip design, manufacturing, packaging, testing, semiconductor materials, and semiconductor production equipment, focusing on the core hardware aspects of future computing [3] - The semiconductor equipment ETF managed by E Fund tracks the CSI Semiconductor Materials and Equipment Theme Index, which is composed of 40 stocks involved in semiconductor materials and equipment, emphasizing the hardware foundation for future computing [5]

Group 1 - The index consists of 50 stocks from companies involved in chip design, manufacturing, packaging, testing, semiconductor materials, and semiconductor production equipment, focusing on the core hardware aspects of future computing [2] - The index experienced a change of 1.5% [4] Group 2 - The semiconductor equipment ETF managed by E Fund tracks the CSI Semiconductor Materials and Equipment Theme Index [5] - This index is composed of 40 stocks from companies involved in semiconductor materials and equipment, emphasizing the hardware foundation for future computing [6] - The index saw a change of 1.3% and has the lowest fee rate of 0.15% plus an additional 0.05% [6]

ETF Industry News - The three major indices showed mixed results, with the Shanghai Composite Index rising by 0.01%, while the Shenzhen Component Index and the ChiNext Index fell by 0.37% and 0.01% respectively. Several semiconductor sector ETFs saw increases, including the Sci-Tech Semiconductor ETF (588170.SH) which rose by 2.91% [1][2] - The total scale of bond ETFs in the Shanghai market has surpassed 400 billion yuan, reaching 402.7 billion yuan, which is an increase of over 160% since early 2025 and more than seven times the scale at the beginning of 2024. This growth is attributed to supportive policies, improved product mechanisms, and the popularization of passive investment concepts [1] Market Performance Overview - The A-share market and major overseas indices showed varied performance, with the Shanghai Index closing at 3582.3 points, marking a daily high of 3613.02 points. The Nikkei 225 and Hang Seng Index performed well, with daily increases of 3.51% and 1.62% respectively [2] - In terms of sector performance, non-bank financials, beauty care, and household appliances led the day with increases of 1.29%, 0.59%, and 0.58% respectively. Conversely, construction materials, defense, and machinery sectors lagged behind with declines of -2.27%, -1.6%, and -1.29% respectively [5] ETF Market Performance - The overall performance of ETFs varied by category, with cross-border ETFs showing the best average daily increase of 1.16%, while stock strategy index ETFs had the worst performance with an average decline of -0.30% [7] - The top-performing ETFs included the Sustainable Development ETF (515090.SH) with a daily increase of 3.27%, followed by the Sci-Tech Semiconductor Equipment ETF (588710.SH) at 3.01%, and the Sci-Tech Semiconductor ETF (588170.SH) at 2.91% [9][10] Trading Volume by ETF Category - The top three ETFs by trading volume in the stock category were the Sci-Tech 50 ETF (588000.SH) with a trading volume of 4.928 billion yuan, the CSI 300 ETF (510300.SH) at 4.188 billion yuan, and the Securities ETF (512880.SH) at 3.946 billion yuan [12][13]