SK Chairman truly bottom-fishes with real money; Semiconductor Equipment ETF E Fund (159558) underlying index rises over 8%, gathering over 3.3 billion in the past 10 days

Last night, the US stock market chip index surged by 8%, while South Korean stocks soared 16% today, marking the largest single-day gain in history. Tech giants SK Hynix and Samsung Electronics led the rebound, surging 28% and 26% respectively. As of 10:09, the CSI Semiconductor Materials and Equipment Theme Index (931743) rose sharply by 8.41%. Among weighted stocks, AMEC rose 6.2%, NAURA Technology rose 5.94%, Changchuan Technology rose 12.6%, Tuojing Technology rose 11.04%, Huahai Qingke rose 7.88%, Zhongke Feice rose 13.42%, Jiangfeng Electronics rose 9.67%, Huafeng Control rose 11.34%, Kingsemi rose 9.1%, and Silicon Industry rose 9.27%. As of the previous trading day, this index had gained 136.58% over the past year.

The E Fund Semiconductor Equipment ETF (159558) has continued to attract capital inflows, recording a net inflow of 369 million yuan on the previous trading day. As of the previous trading day, the fund has seen consecutive net inflows for 5 days, totaling over 2.6 billion yuan. Over the past 10 days, it has attracted over 3.3 billion yuan; over the past 20 days, over 7.6 billion yuan; and over the past 60 days, over 14.9 billion yuan.

On the news front, strong earnings reports from cloud computing giants like Microsoft and Meta, along with emergency support from Wall Street capital, provided compelling counter-evidence to the "AI bubble burst" theory, reigniting market confidence in long-term infrastructure investment in artificial intelligence. Previously, Samsung Electronics' earnings report showed that its chip business profits surged approximately 250 times year-on-year, further confirming that the semiconductor boom driven by AI is still continuing.

Additionally, a highly symbolic market-supporting move occurred in South Korea—the Chairman of SK Group directly purchased 3,620 shares of SK Hynix in the open market, with a total value of approximately 4.79 billion KRW (about $3.2 million USD).

Guotai Haitong pointed out that with the continuous development of domestic computing chips and super-nodes, domestic advanced packaging and testing capacity also needs to expand to meet the growing demand from domestic computing chip design companies for advanced packaging and testing services, suggesting investors pay attention to this sector.

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, possessing strong elasticity amidst the trend of localization.

E Fund Asset Management is a leading comprehensive asset management institution in China, with over 20 years of professional accumulation 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 more than 10 exchanges globally. The 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 layout in this high-growth track, allowing investors to grasp industrial trend dividends amidst volatility. Off-exchange investors can also pay attention to the feeder funds A/C (021893/ 021894).