智通财经APP获悉，易方达亚洲半导体ETF(03486)涨超3%，截至发稿，涨3.14%，报23.62港元，成交额918.92万港元。
消息面上，SEMI发布的报告显示，2026年第一季度全球半导体设备出货金额同比增长14%，达到365.5亿美元，环比增长1%。值得一提的是，6月前10天，韩国出口同比飙升至85.9%，前值40.3%，其中，半导体出口同比升至205.8%，前值149.8%。同期，韩国从中国进口同比升至57.4%，前值28.8%。进一步表明半导体上行周期仍处于加速爆发阶段。据悉，易方达亚洲半导体ETF紧密跟踪Solactive亚洲半导体精选指数，囊括SK海力士、华虹、台积电、中芯国际、东京电子等亚洲半导体核心龙头，全面覆盖AI算力、半导体设备、存储芯片等高景气核心环节。
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