Semiconductor Equipment ETF E Fund (159558) is experiencing a catch-up rally, with the underlying index rising 192% over the past year.

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On July 21, the entire chip and semiconductor industry chain surged, with the STAR 50 Index rising over 10%. The E Fund Semiconductor Equipment ETF (159558) hit the daily limit up yesterday. Its underlying index, the CSI Semiconductor Materials and Equipment Theme Index (931743), jumped 15.46%, while the ETF was trading at a discount; there is an opportunity for discount convergence and catch-up gains today.

As of 10:10, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose 0.11%, while the E Fund Semiconductor Equipment ETF (159558) surged 5.67%, continuing the trend of discount repair. As of the previous trading day, the index had gained 192.74% over the past year.

The E Fund Semiconductor Equipment ETF (159558) has continued to attract capital inflows. As of the previous trading day, the fund attracted over 470 million RMB in net inflows over the past 5 days, over 4 billion RMB over the past 10 days, and over 10.2 billion RMB over the past 20 days. It received a net margin buying inflow of 357 million RMB in the past month, ranking second among similar ETFs.

In terms of news, NVIDIA announced at the end of May that Vera has entered full-scale production, stating that the chip's completion speed for specific tasks can reach 1.8 times that of traditional x86 CPUs. On Tuesday, NVIDIA emphasized that compared to simply stacking more cores, Vera places greater emphasis on single-thread performance, communication bandwidth between cores, and memory access latency. It also stated that Vera Rubin NVL72 is ramping up mass production globally, with partners such as CoreWeave, Google, and Microsoft beginning to deploy related racks. Benchmark test results from CoreWeave show that the megawatt-per-token output of Vera Rubin NVL72 is 10 times higher than that of the Blackwell architecture.

Zhongtai Research points out that among industry and theme ETFs, the technology and high-manufacturing sectors have the highest trading heat, with an average daily turnover of 81.557 billion RMB. This sector also sees the largest capital inflows. As a core upstream component of the tech industry, semiconductor equipment continues to attract market attention due to its strategic position and growth prospects.

The E Fund Semiconductor Equipment ETF (159558) closely tracks the CSI Semiconductor Materials and Equipment Theme Index, which focuses on the semiconductor equipment and materials sectors, offering strong elasticity amid the trend of localization.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional experience in index investment. Its index product line comprehensively covers mainstream broad-based indices, involving multiple industry indices, covering cross-border and cross-market indices, reaching over 10 exchanges worldwide. Its professional index research and investment team possesses rich experience in product design and investment management.

The E Fund Semiconductor Equipment ETF (159558) provides an efficient tool for one-click exposure to this high-growth track, allowing investors to capture industrial trend dividends amidst volatility. Off-exchange investors may also consider the feeder funds A/C (021893/021894).