AI-driven industry prosperity, in the first quarter, the procurement amount of semiconductor equipment in mainland China approached USD 10 billion, and the E Fund CSI Consumer Electronic Theme ETF (562950) has raised over 850 million in the past 5 days, with the weight of semiconductor + consumer electronics in the benchmark index accounting for nearly 70%
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In the first quarter, the procurement amount of semiconductor equipment in mainland China approached USD 10 billion, and the E Fund CSI Consumer Electronic Theme ETF (562950) attracted over 850 million in the past 5 days. The CSI Consumer Electronic Theme Index rose by 1.42%, with an annual growth rate of 107.56%. The AI-driven expansion of computing power is driving domestic equipment demand, with a projected year-on-year increase of 25% in procurement amount by the first quarter of 2026. Guosen Securities pointed out that A-share semiconductor companies are entering a new growth phase, with AI and domestic demand boosting production volume
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