The semiconductor equipment sector is fluctuating at high levels, and the Semiconductor Equipment ETF E Fund (159558) has experienced net capital inflows for two consecutive days.

SadMoneyMeow · 2026-04-07T16:03:45+00:00

As of the close, the CSI Chip Industry Index rose by 1.8%, and the Semiconductor Equipment ETF from E Fund continued to receive additional funding exceeding 75 million yuan. In the context of restricted overseas supply for cloud service providers, there is a preference for domestic computing power clusters, which is expected to drive growth in domestic large-scale models.

SadMoneyMeow

2026-04-07 16:03:45

Abstract generation in progress

As of the close, the CSI Chip Industry Index rose 1.8%, the CSI Semiconductor Materials and Equipment Thematic Index rose 0.5%, and the CSI Cloud Computing and Big Data Thematic Index fell 0.2%. Wind data shows that as of last Friday, the semiconductor equipment ETF from E Fund (159558, feeder fund A/C: 021893/021894) saw consecutive inflows of funds over the past two trading days, with total added capital exceeding 75 million yuan.

CITIC Securities stated that, against the backdrop of constrained overseas compute-chip supply, cloud service providers may be more inclined to deploy domestic compute clusters with better cost performance. Driven by both “performance going global” and “price going global,” it is expected to help drive sustained growth for domestically developed large-scale models. The domestic compute power supply chain offers configurable cost-effectiveness.

Daily Economic News

(Editor: Liu Chang)

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