半导体材料与设备板块持续走弱，截至午间收盘，中证云计算与大数据主题指数下跌0.03%，中证芯片产业指数下跌0.9%，中证半导体材料设备主题指数下 跌1.9%，半导体设备ETF易方达（159558）半日获1500万份净申购。 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。 截至午间收盘 该指数涨跌 -0.9% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 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。 截至午间收盘 该指数涨跌 -1.9% 同标的指数中规模居第一 低费率(0.15%+0.05%幕 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2025年1 每日经济新闻 ...

深圳市发改委相关负责人表示，新凯来旗下多个子公司将参加此次湾芯展，每个子公司都将带来意想不 到的惊喜。今年3月，该公司在上海半导体设备展上大放异彩，展示了刻蚀、扩散、薄膜、物理量测、 X射线检测及光学检测等6大类共31款半导体工艺设备。 东吴证券表示，伴随关键设备的国产突破，先进制程扩产有望加速；看好自主可控赛道，半导体设备为 重要一环，看好先进制程的关键设备进展突破。 （文章来源：每日经济新闻） 今日半导体产业链题材持续回调，截至14:10，中证芯片产业指数下跌5.5%，中证半导体材料设备主题 指数下跌6.2%，半导体设备ETF易方达（159558）盘中净申购达2600万份。 消息面上，2025湾区半导体产业生态博览会将于明日在深圳举行，本届湾芯展设置IC设计、晶圆制造、 先进封装、化合物半导体四大展区，吸引包括ASML、北方华创等600余家国内外头部企业参展，覆盖 半导体全产业链。 中证芯片产业指数由50只业务涉及芯片设计、制造、封装与测试以及半导体材料、半导体生产设备等领 域的股票组成，数字芯片设计行业占比过半，半导体设备行业占比近20%；中证半导体材料设备主题指 数则由40只业务涉及半导体材料和半导体 ...

半导体芯片板块早盘回调，截至午间收盘，中证云计算与大数据主题指数、中证芯片产业指数均下跌3.9%，中证半导体材料设备主题指数下跌5.3%，半导 体设备ETF易方达（159558）早盘获2500万份净申购。根据Wind数据统计，截至昨日，该产品近5个交易日合计获5.4亿元资金净流入。 每日经济新闻 | 云计算ETF (NO3 | | | 516 | | --- | --- | --- | --- | | 跟踪中证云计算与大数据主题指数 | | | | | | | | .. ///// | | 该指数由50只业务涉及提 | 截至午间收盘 | 该指数 | 该指数自20 | | 供云计算服务、大数据服务 | 该指数涨跌 | 滚动市销率 | 发布以来估值 | | 以及上述服务相关硬件设备 | | | | | 的公司股票组成,覆盖云计 算产业链。 | -3.9% | 4.9倍 | 98.89 | | 芯片ETF易方达 | | | 516 | | 跟踪中证芯片产业指数 | | | | | | | | ·· ///// | | 该指数由50只业务涉及芯 | | | | | 片设计、制造、封装与测 | 截至午间收盘 | 该指数 ...

申万宏源证券指出，长期来看国内政策对半导体等领域的国产替代支持力度持续加大。结构上，存储涨价趋势延续，国内芯片产销增速加快，光模块出口均 价降幅收窄且出口量保持正增长。电子行业整体呈现技术升级与国产化加速的特征，半导体产业链在政策驱动下具备长期成长潜力。 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。 今日，半导体芯片板块午后持续走强。截至收盘，中证云计算与大数据主题指数上涨0.4%，中证芯片产业指数上涨1.5%，中证半导体材料设备主题指数上 涨3.3%。Wind数据显示，半导体设备ETF易方达（159558）持续受资金关注，近一月"吸金"超11亿元。 t 该指数涨跌 3.3% 同标的指数中规模居第一 低费率(0.15%+0.05%幕 令日 该指数涨跌 1.5% 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 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。 每日经济新闻 ...

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。 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 截至午间收盘，中证半导体材料设备主题指数上涨0.1%，中证芯片产业指数下跌0.5%，中证云计算与大数据主题指数下跌1.6%。根据Wind数据统计，截至 上一交易日，半导体设备ETF易方达（159558）连续12个交易日获资金净流入，合计11亿元。 同标的指数中规模居第一 低费率(0.15%+0.05%幕 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2025年1 截至午间收盘 该指数涨跌 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。 截至午间收盘 该指数涨跌 0.1% -0.5% 每日经济新闻 ...

半导体板块今日全线走强，截至午间收盘，中证半导体材料设备主题指数上涨5.8%，中证芯片产业指数上涨5.7%，中证云计算与大数据主题指数上涨 2.0%，半导体设备ETF易方达（159558）半日净申购近8000万份。 截至午间收盘 该指数涨跌 5.8% 同标的指数中规模居第一 低费率(0.15%+0.05%幕 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。 半导体设备ETF易方达 跟踪中证半导体材料设备主题指数 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。 每日经济新闻 注1:"该指数"指各上述基金产品具体跟踪的指数。数据来自Wind,指数涨跌幅截至2025年1 截至午间收盘 该指数涨跌 5.7% ...

Group 1 - The article discusses the performance of two ETFs: the Cloud Computing ETF and the Chip ETF, highlighting their respective indices and market trends [2] - The Cloud Computing ETF tracks the CSI Cloud Computing and Big Data Theme Index, which consists of 50 companies involved in cloud computing services, big data services, and related hardware [2] - As of the midday close, the Cloud Computing Index showed a slight increase of 0.1% with a rolling price-to-sales ratio of 5.0 times and a valuation of 99.79 since its inception [2] Group 2 - The Chip ETF tracks the CSI Chip Industry Index, comprising 50 companies engaged in chip design, manufacturing, packaging, testing, and semiconductor materials [2] - The Chip Index experienced a rise of 2.5% with a price-to-book ratio of 8.0 times and a valuation of 93.89 since its launch [2]

Core Viewpoint - The semiconductor equipment sector is experiencing significant growth driven by domestic production acceleration, surging AI computing power demand, and expansion in storage chip capacity [4][7]. Market Dynamics - The semiconductor equipment sector has shown strong performance, with notable stock price increases and a significant rise in the China Securities Semiconductor Materials and Equipment Theme Index, reflecting high market interest [3][4]. - The index focuses on the upstream and midstream segments of the semiconductor industry, with semiconductor materials and equipment accounting for 97% of its weight, indicating a strong emphasis on these areas [5]. - As of September 26, the semiconductor materials and equipment index has risen over 22% in the month, outperforming other semiconductor indices, showcasing its relative strength [5][6]. Industry Drivers - The robust performance of the semiconductor equipment sector is closely linked to positive signals from the industry, including advancements in domestic computing infrastructure and significant expansion plans in the storage chip sector [8]. - The China Unicom's Sanjiangyuan Green Power Intelligent Computing Center project has gained attention, collaborating with seven domestic AI chip companies and achieving a total computing power scale of nearly 3500P, which enhances domestic computing capabilities and creates new market opportunities for semiconductor equipment manufacturers [8]. - Major companies like Huawei and Baidu are actively advancing their AI chip strategies, further driving demand for chips and semiconductor equipment [9]. Investment Outlook - The global monetary policy environment is becoming more favorable, with the Federal Reserve's interest rate cuts injecting liquidity into the market, benefiting the semiconductor equipment sector [10]. - Compared to the already fully valued AI application layer, semiconductor equipment, as an upstream infrastructure segment, benefits from both the direct boost of AI computing demand and market share gains from deepening domestic production [10]. - The semiconductor equipment ETF has seen continuous net inflows, indicating market optimism about the sector's future performance [10][11]. - The ETF has achieved a cumulative return rate of 77.92% since its inception, highlighting the strong performance of underlying assets and the strategic value of semiconductor equipment in the AI industry [11].

Market Overview - The three major indices collectively rose, with the Shanghai Composite Index up 0.9%, Shenzhen Component Index up 2.05%, and ChiNext Index up 2.74% on the second-to-last trading day before the holiday [1] - The securities sector surged, leading the indices higher, indicating a bullish sentiment in the market [1] Robotics Sector - The humanoid robot sector is expected to see a mainline market trend officially begin in the fourth quarter, following significant changes in the industry logic during the past three quarters [3][5] - Major contracts have been awarded, including a record procurement contract of 250 million yuan by UBTECH, marking a milestone in humanoid robot commercialization [5] - Domestic leading companies are increasingly securing large-scale orders, indicating a clearer outlook for mass production in the coming year [5] Investment Opportunities - The recent surge in the humanoid robot sector is supported by a positive cycle of technological breakthroughs, order confirmations, and capital catalysts [8] - The robot ETF (159530) has seen significant net inflows, with 8.85 billion yuan entering the fund despite a slight decline in the index [8][10] - The robot industry index has outperformed the broader robot index, with a year-to-date increase of 41.11% compared to 3.73% for the latter [8][11] Semiconductor Sector - The semiconductor industry is experiencing a positive outlook driven by AI demand, with significant capital expenditures benefiting equipment and materials companies [17] - Domestic semiconductor companies are seeing increased orders and market share, particularly in key areas like AI GPUs and semiconductor equipment [19] - The semiconductor materials and equipment index has a high weight of 82.48%, indicating a strong focus on these segments within the industry [20] Future Catalysts - Key events in the upcoming months, including Tesla's shareholder meeting and various robotics conferences, are expected to act as catalysts for the humanoid robot sector [4] - The market is likely to shift focus towards sectors with structural growth, such as semiconductors, new energy, humanoid robots, and innovative pharmaceuticals, as liquidity remains ample [23]

Core Viewpoint - The semiconductor sector is experiencing a notable rise, with key indices showing positive performance and significant investment activity in related ETFs [1] Group 1: Market Performance - As of 14:00, the China Securities Chip Industry Index increased by 1.4%, and the China Securities Semiconductor Materials and Equipment Theme Index rose by 1.8% [1] - The semiconductor equipment ETF, E Fund (159558), saw a real-time net subscription of nearly 1.3 billion units [1] Group 2: Company Developments - On September 26, Moore Threads' IPO was approved, focusing on full-function GPUs, making it one of the few domestic companies that balance graphic rendering and AI computing [1] - Moore Threads plans to raise 8 billion yuan for the development of next-generation autonomous and controllable chips [1] - Alibaba Cloud introduced the new generation of Panjiu 128 ultra-node AI servers at the 2025 Cloud Habitat Conference, designed to efficiently support various AI chips, with a single cabinet accommodating 128 AI computing chips, setting a new industry density record [1] Group 3: Index and ETF Information - The China Securities Chip Industry Index includes 50 listed companies involved in chip design, manufacturing, and related materials or equipment [1] - The China Securities Semiconductor Materials and Equipment Theme Index comprises 40 listed companies engaged in semiconductor materials and equipment [1] - The E Fund Chip ETF (516350) and the E Fund Semiconductor Equipment ETF (159558) track the aforementioned indices, providing investors with opportunities in the semiconductor sector [1]