HBF首套标准确立开启存储新纪元，半导体设备ETF易方达（159558）昨日获超7亿元资金净流入

证券之星08-04

截至9:38，中证半导体材料设备主题指数上涨0.8%。同花顺iFinD数据显示，半导体设备ETF易方达(159558)昨日获资金净流入7.3亿元。

近日，SK海力士与闪迪联合发布高带宽闪存(HBF)行业首套标准规范，HBF兼具接近HBM的高速传输能力与NAND闪存大容量优势，定位介于HBM与固态硬盘之间的新型存储层级。谷歌与Tenstorrent同步加入该联盟，推动产业生态加速成形。此外，存储三大原厂已完成2027全年产能分配，DRAM与HBM产能已全部售罄。

市场分析指出，HBM挤占效应加剧供需紧张，存储涨价驱动利润释放。在AI需求持续增长、先进产能扩张相对缓慢的背景下，存储技术持续迭代升级，正带动上游半导体材料与设备环节资本开支稳步扩张。

中证半导体材料设备主题指数聚焦半导体产业链上游核心环节，覆盖半导体设备、材料、封装测试等细分领域。半导体设备ETF易方达(159558，联接基金A/C：021893/021894)跟踪该指数，助力投资者把握半导体设备产业长期成长机遇。

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