Likes ReceivedThe Semiconductor Equipment ETF WanJia (159327) hit the daily limit up during trading, attracting over 1.2 billion in gains over the past month.
Last night, the three major US stock indices closed significantly higher. The Philadelphia Semiconductor Index surged 8%, and the memory sector exploded across the board: Micron rose 18%, and SanDisk skyrocketed 26%. Today, Asia-Pacific markets rallied broadly, with Japanese and Korean stocks posting violent rebounds. The Nikkei 225 jumped 5%, while South Korea's KOSPI soared 16% in a single day, marking its largest single-day gain in history. SK Hynsky jumped nearly 29%, and Samsung Electronics rose over 24%.
On July 31, the three major A-share indices rose strongly. The ChiNext index surged over 5%, and the STAR 50 spiked nearly 7%. More than 4,500 stocks across the entire market rose. The semiconductor sector rebounded across the board, with the memory chip direction leading the gains.
As of 9:40, the WanJia Semiconductor Equipment ETF (159327) surged 9.7%, hitting the daily limit during trading, with turnover exceeding 200 million yuan.
The WanJia Semiconductor Equipment ETF (159327) continues to attract capital inflows. It received a net capital inflow of 22.5452 million yuan on the previous trading day. As of the previous trading day, the fund had a cumulative net inflow of 381 million yuan over the past week, 123.1 million yuan over the past month, and 208.5 million yuan over the past year.
As of the previous trading day, the WanJia Semiconductor Equipment ETF (159327) showed a gain of 34.03% over the past three months, 42.67% over the past six months, and 137.13% over the past year. Its past performance has been outstanding.
In terms of news, both Microsoft and Meta allayed market concerns about a slowdown in AI investment through their earnings reports and capital expenditure plans. Driven by the earnings reports of large tech companies and expectations of continued increases in AI capital expenditures, AI concept stocks rebounded comprehensively.
Microsoft's earnings report showed that in its fourth fiscal quarter ending in June, revenue growth for its cloud business, Azure, continued to accelerate, reaching a year-on-year increase of 43%, the fastest pace since 2022. Demand for AI businesses remained robust. The company also signaled its intention to continue expanding data center construction and AI infrastructure investment, further reinforcing the market's judgment that the AI capital expenditure cycle is still in an expansion phase.
Meta also delivered results far exceeding market expectations. Quarterly revenue grew 28% year-on-year to $60.8 billion, showing impressive performance, and it raised its full-year capital expenditure guidance. The company explicitly stated that it will continue to invest heavily in AI infrastructure construction to support its ad recommendation system and AI product development.
Guojin Securities believes that the rapid iteration of AI large models is driving continuous upward revisions in orders for domestic computing power design companies, forcing a shortage in advanced process capacity. In the second half of 2026, SMIC and Hua Hong will welcome a new round of capacity release. Multiple domestic AI chips will enter production lines for manufacturing and are expected to begin mass production and shipment. Domestic computing power officially enters the stage of actual scale volume expansion, providing long-term rigid support for advanced process demand. Additionally, increasingly strict overseas export controls have rigidly increased the demand of domestic storage giants for core equipment such as domestic etching, thin film deposition, and metrology/testing.
The WanJia CSI Semiconductor Materials and Equipment Theme ETF (Exchange-traded abbreviation: Semiconductor Equipment ETF WanJia – 159327) closely tracks the Semiconductor Materials and Equipment Index. As of 9:40, among the weighted stocks of the Semiconductor Equipment ETF WanJia (159327), AMEC rose 7.24%, NAURA Technology rose 6.28%, Changchuan Technology rose 12.99%, Tuojing Technology rose 12.77%, Huahai Qingke rose 8.8%, Zhongke Feice rose 15.11%, Jiangfeng Electronics rose 10.88%, Huafeng Test Control rose 12.96%, Kingsemi rose 9.86%, and Shanghai Silicon Industry rose 8.39%.
The Semiconductor Equipment ETF WanJia (159327) focuses on core "chokepoint" links such as lithography, etching, thin film deposition, cleaning equipment, silicon wafers, and electronic specialty gases. It covers industry leaders like NAURA Technology and AMEC, making it a pure "shovel seller" index fund.
The WanJia CSI Semiconductor Materials and Equipment Theme ETF (Exchange-traded abbreviation: Semiconductor Equipment ETF WanJia – 159327) closely tracks the CSI Semiconductor Materials and Equipment Theme Index. This index selects securities of 40 listed companies involved in semiconductor materials and semiconductor equipment from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of securities of semiconductor materials and equipment listed companies in the Shanghai and Shenzhen markets. Off-exchange investors can also layout positions through feeder funds (Class A 023828, Class C 023829) to share in the upturn in semiconductor industry prosperity and the dividends of chip localization.
(Funds involve risks; investment requires caution.)
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