半导体板块回调，资金逆势布局半导体设备ETF易方达（159558）

中金财经05-22

截至收盘，中证半导体材料设备主题指数下跌1.57%，成份股中，天岳先进上涨8.0%，晶升股份上涨6.0%。资金逆势布局，半导体设备ETF易方达(159558，联接A/C：021893/021894)昨日获3.2亿元资金净流入。有分析认为，半导体设备始终是优先度很高的赛道，但不是因为它短期弹性大，而是因为它站在芯片扩产和国产替代的前面。在AI算力需求爆发背景下，中国晶圆产能占全球比例(30%)却仍...

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