Musk starts building the world's largest chip factory; Semiconductor Equipment ETF WanJia (159327) rose over 3% in the afternoon, aiming for a 4-day winning streak

On August 7, major stock indices rose, with the semiconductor sector continuing its upward trend, led by equipment manufacturers.

As of 13:35, the Vanke Semiconductor Equipment ETF (159327) expanded its afternoon gain to 3.13%, aiming for a fourth consecutive day of gains.

The Vanke Semiconductor Equipment ETF (159327) continues to see capital inflows. It recorded a net capital inflow of 171 million RMB on the previous trading day. As of the previous trading day, the cumulative net inflow over the past month was 917 million RMB, and over the past three months, it reached 1.365 billion RMB.

As of the previous trading day, the Vanke Semiconductor Equipment ETF (159327) has gained 40.76% over the past three months and 165.79% over the past year.

In terms of news, according to data from relevant authorities, integrated circuit exports continued to surge in July, with export values soaring 116.57% year-on-year, maintaining a high-growth trend.

Overseas, Elon Musk is making a big move. On Thursday local time, SpaceX and Tesla jointly announced that they would invest an initial $16.8 billion to build the Terafab factory in Texas. The factory plans to complete the manufacturing, packaging, and testing of advanced logic chips and memory chips, with a goal of producing more than 1 terawatt of computing capacity annually.

Musk stated directly that it will become "the largest and most valuable building on Earth." According to early documents, SpaceX had previously indicated that the final investment amount for the Terafab project could reach up to $119 billion.

A research report from CITIC Securities states that AI is driving the global semiconductor industry into a new cycle of rising capital expenditure. Advanced logic and memory are seeing resonant expansion, and the industry has shifted from traditional cyclical recovery to structural expansion dominated by the AI and memory super-cycle. It is expected that the global semiconductor equipment market size will exceed $290 billion by 2028, with the Chinese market potentially approaching $100 billion. Domestic equipment manufacturers are 迎来 long-term growth opportunities against the backdrop of technological breakthroughs and accelerated downstream validation.

The Vanke CSI Semiconductor Materials and Equipment Theme ETF (Exchange-traded name: Semiconductor Equipment ETF Vanke - 159327) closely tracks the Semiconductor Materials and Equipment Index. As of 13:35, the Semiconductor Equipment ETF Vanke (159327) rose 3.13%; among weighted stocks, AMEC rose 1.78%, NAURA rose 1.9%, Changchuan Technology rose 2.16%, Tuojing Technology rose 1.61%, Huahai Qingke rose 6.15%, Zhongke Feice rose 3.84%, Jiangfeng Electronics rose 6.15%, Huafeng Test Control rose 3.41%, Kingsemi rose 3.16%, and Shanghai Silicon Industry rose 2.09%.

The Vanke Semiconductor Equipment ETF (159327) focuses on core "chokepoint" links such as lithography, etching, thin film deposition, cleaning equipment, silicon wafers, and electronic specialty gases. It covers leading companies like NAURA and AMEC, making it a pure "shovel seller" index fund.

The Vanke CSI Semiconductor Materials and Equipment Theme ETF (Exchange-traded name: Semiconductor Equipment ETF Vanke - 159327) closely tracks the CSI Semiconductor Materials and Equipment Theme Index. This index selects securities of 40 listed companies involved in semiconductor materials and equipment fields from the Shanghai and Shenzhen markets as index samples, reflecting the overall performance of securities of semiconductor material and equipment listed companies in these markets. OTC investors can also layout through feeder funds (Class A 023828, Class C 023829) to share in the upward trend of the semiconductor industry's prosperity and the dividends of chip localization.

(Funds involve risks; investment requires caution.)