The STAR Semiconductor ETF Huaxia had a net inflow of 1.476 billion yuan yesterday, and the Semiconductor Equipment ETF Huaxia had a net inflow of over 140 million yuan yesterday.

As of 11:13 on July 29, 2026, the Huaxia Science and Technology Innovation Board Semiconductor ETF (588170) fell by 5.70%, and the Huaxia Semiconductor Equipment ETF (562590) fell by 6.19%. Among popular individual stocks, Micro-Nano led the decline with a drop of 13.71%, followed by Yan'an Silicon dropping 11.60%, Xi'an Yicai dropping 10.31%, Shanghai Hejing dropping 9.52%, and Longtu Optical Mask dropping 9.35%.

In terms of capital flow, the Huaxia Science and Technology Innovation Board Semiconductor ETF saw a net capital inflow of 1.476 billion yuan yesterday. Over the past 5 days, it has experienced consecutive net capital inflows, with a single-day peak of 2.965 billion yuan, totaling "money suction" of 7.228 billion yuan, with an average daily net inflow of 1.446 billion yuan. The Huaxia Semiconductor Equipment ETF recorded a net capital inflow of 145 million yuan yesterday. Over the past 4 days, it has seen consecutive net capital inflows, peaking at 247 million yuan in a single day, totaling "money suction" of 566 million yuan, with an average daily net inflow of 141 million yuan.

On the news front, Seagate reported Q4 fiscal year 2026 revenue of $3.6 billion, a 48% year-on-year increase, with higher growth expected in FY2027 and quarterly margin improvement throughout the year. During the earnings call, company management fully elaborated on the mid-to-long-term demand logic of the industry, with its outlook on the prospects of the AI-driven storage sector serving as a core reassurance for the market.

Related ETFs: Huaxia Science and Technology Innovation Board Semiconductor ETF (588170) and its feeder funds (Class A: 024417; Class C: 024418): The tracked index is the only semiconductor equipment theme index on the Science and Technology Innovation Board, with a storage chip content exceeding 70%, a ChangXin Memory Concepts content of 55%, and the highest advanced packaging content in the entire market (approximately 60%), focusing on hardcore equipment companies at the forefront of technological innovation.

Huaxia Semiconductor Equipment ETF (562590) and its feeder funds (Class A: 020356; Class C: 020357): Tracks the CSI Semiconductor Materials and Equipment Theme Index, where the semiconductor equipment content is the highest among all market indices (approximately 66%), and the ChangXin Memory Concepts content is also the highest among all market indices (61%), directly benefiting from the deterministic demand for "shovel sellers" (equipment manufacturers) amidst the global chip price hike wave.