The semiconductor equipment sector continues to face pressure, and the Semiconductor Equipment ETF E Fund (159558) saw a contrarian net subscription of 31 million subscription shares.

NightAirdropper · 2026-04-06T13:53:48+00:00

On April 2nd, the semiconductor equipment sector opened lower under pressure and continued to decline. By the close, the CSI Cloud Computing and Big Data Theme Index fell by 3.7%, the CSI Semiconductor Materials and Equipment Theme Index dropped by 3.6%, and the CSI Chip Industry Index declined by 3.2%. The E Fund Semiconductor Equipment ETF (159558, Connect Fund A/C: 021893/021894) experienced an opposite trend with a net subscription of 31 million units.Morgan Stanley stated that the demand gap for computing power is significant, and the leading position of tech giants is strengthening. By 2026, cash capital expenditure by large-scale cloud providers is expected to exceed $740 billion, surpassing $900 billion in 2027, with a compound annual growth rate of 29% from 2024 to 2027. Continuous investment in computing infrastructure will support their competitive advantage in the AI era and further boost demand in the upstream and downstream industries such as semiconductors and data centers.Risk warning: Funds are subject to risks,

NightAirdropper

2026-04-06 13:53:48

On April 2, the semiconductor equipment sector opened lower and came under pressure, continuing to fall. By the close, the CSI Cloud Computing and Big Data Theme Index was down 3.7%, the CSI Semiconductor Materials and Equipment Theme Index was down 3.6%, the CSI Chip Industry Index was down 3.2%, and the semiconductor equipment ETF (E Fund) (159558, fund of funds A/C: 021893/021894) bucked the trend with a net subscription of 31 million units.

Morgan Stanley said that the computing power demand gap is significant, and that the pattern in which tech giants lead has been strengthened. Cash capital expenditures by hyperscale cloud providers in 2026 are expected to exceed $740 billion, and in 2027 they will break through $900 billion. The compound annual growth rate for 2024-2027 is 29%. Ongoing investment in computing power infrastructure will support their competitive advantages in the AI era, and will further drive demand across the semiconductor, data center, and other upstream and downstream industry chains.

Risk warning: Funds involve risk; invest with caution.

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