【Industry Fund Flow Weekly】2026/04/26 Wafer Foundry & CCL Material Capital Lock-in and the Networking Equipment Bull Trap

📌 Smart Money Sentiment Indicator (Smart Money)

This week, Smart Money significantly congregated in three major sectors: Foundry, AI Power & BBU, and CCL & Fiberglass Cloth. The movement of capital toward Foundry reflects the market's long-term allocation for AI computing core capacity expansion, while the substantial accumulation in AI Power and BBU marks the expansion of capital expenditure from computing cores to infrastructure energy stability. The volume surge in CCL and Fiberglass Cloth validates the rigid demand for underlying high-end materials amid specification upgrades, showing that capital is being siphoned from downstream assembly segments toward upstream high-margin sectors.