8月21日，兆易创新成交额超100亿元，截至13时59分，该股涨9.69%。 ...

2、消费电子方面，Meta AI眼镜大会预期9月17日召开。此外，9-10月苹果和华为均步入新机季。下半 年消费电子板块催化较多。中金公司表示，端侧AI多终端落地引领消费电子成长。消费电子估值处于 历史低位，AI手机、AIPC及AR/VR设备创新将开启换机周期。预计2025年全球AI手机渗透率达34%， AIPC渗透率快速提升。 展望电子板块后市，国信证券指出，电子景气度获财报验证，AI算力与端侧创新形成β共振。北美算力 需求拉动情绪，消费电子产业链在AI手机、折叠屏等创新驱动下迎来底部反弹。重点关注AI-PCB、半 导体自主可控及苹果链三条主线。 【创"芯"科技，硬核崛起】 8月21日，聚焦"半导体+消费电子+PCB"等方向的电子ETF（515260）场内价格一度涨超1．8%，现涨 0．65%，盘中上探2021年12月以来的高点，实时成交额2900万元，已超昨日全天成交额，交投较为活 跃！ 成份股方面，半导体和消费电子携手大涨，兆易创新盘中触板，现涨超9%，蓝思科技、华勤技术涨逾 4%，立讯精密、北方华创、歌尔股份、寒武纪等个股跟涨。 | 序号 名称 | | 洗洗幅 ▼ | 两日图 | 申万一级行业 | 申 ...

兆易创新成交额达100亿元，现涨9%。 ...

【导读】上证指数逼近3800点，芯片股集体"霸屏"，寒武纪续创新高；中石油系指数大涨；具身智能再现利 好消息 今天是8月21日星期四，基金君继续和你一起关注上午的市场行情和最新资讯！ 8月21日上午，A股市场呈现高开震荡格局，上证指数逼近3800点，三大股指集体收涨，但市场分化明显，跨 境支付、存储芯片、多元金融等板块表现活跃，而覆铜板、PEEK材料等板块回调。 上午市场交投活跃度持续提升，沪深两市交易额突破1.5万亿元，较昨日放量近600亿元。 上证指数逼近3800点 三大股指集体收涨 截至午间收盘，上证指数报3779.52点，涨0.35%，深证成指涨0.45%，创业板指涨0.21%， 沪深两市半日成交额突破1.5万亿元，达15674亿元，较上个交易日增加591亿元。 个股涨跌互现，市场共2525只个股上涨，54只个股涨停，2693只个股下跌。 芯片爆发！寒武纪续创新高 半导体板块大涨，存储芯片概念板块持续走高，兆易创新（603986）、德明利（001309）双双涨停。 | 序号 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | ...

Group 1 - The core viewpoint of the articles highlights the strong performance of chip stocks and the mixed performance of AI hardware, with significant interest in AI computing power and investments in 5G communication ETFs [1][2] - The 5G communication ETF (515050) has attracted over 100 million yuan in the last two trading days, bringing its total size to over 7 billion yuan [1] - Major technology companies are expected to increase their AI-related capital expenditures significantly, with a combined total exceeding 350 billion USD by 2025 [1] Group 2 - The 5G communication ETF (515050) has a deep focus on AI computing hardware and the 6G industry chain, with a weight of 31% in optical module CPO stocks and 15.95% in PCB circuit board stocks [2] - The top ten weighted stocks in the ETF include major players such as ZTE Corporation and兆易创新, indicating a strong positioning in the market [2] - The entrepreneurial board AI ETF (159381) tracks AI-focused companies listed on the entrepreneurial board, with a daily price fluctuation limit of ±20% and a low management fee rate of 0.15% [2]

Market Overview - The market experienced fluctuations with the Shanghai Composite Index slightly up by 0.35% and the Shenzhen Component Index up by 0.45% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.57 trillion yuan, an increase of 591 billion yuan compared to the previous trading day [1] - Digital currency concept stocks surged, with multiple stocks hitting the daily limit, including Yuyin Co., which saw a 10.05% increase [1][8] Sector Performance - The digital currency sector led the gains, with stocks like Sanwei Xinan, New Morning Technology, and Zhongyou Capital also hitting the daily limit [1][8] - The oil and gas sector showed strength, with Zhun Oil Co. hitting the daily limit and other companies like Keli Co. and Beiken Energy also performing well [4][5] - The storage chip sector was active, with stocks like Zhaoyi Innovation and Demingli hitting the daily limit, driven by increasing demand for high-value DRAM products [5][7] Company Highlights - TianTai Robotics signed a historic order for 10,000 humanoid robots, marking the largest single order in the humanoid robot industry [20] - The beauty care sector saw significant gains, with companies like Jieya Co. and Huaxi Biological experiencing notable increases in stock prices [3][19] - The semiconductor industry is expected to benefit from the rise of AI applications, pushing domestic chip manufacturers towards technological upgrades [10]

Group 1 - The storage chip sector experienced significant upward movement, with companies such as Demingli and Zhaoyi Innovation hitting their daily price limits [1] - Other companies in the sector, including Shannon Semiconductor, Puran Technology, Liyuan Information, and Dongfang Zhongke, also saw their stock prices rise [1]

每经AI快讯，8月21日，存储芯片概念盘中持续走高，兆易创新、德明利涨停，香农芯创涨近10%，普 冉股份、江波龙、佰维存储、同有科技涨幅靠前。 （文章来源：每日经济新闻） ...

Group 1 - The AI hardware sector showed a V-shaped reversal trend, with active performance in the Apple supply chain stocks, particularly the 5G communication ETF (515050) which rose by 1.12% [1] - The iPhone 17 series is expected to feature the largest design change in five years, with four models adopting differentiated camera module layouts [1] - The iPhone 17 Pro series will be equipped with the A19 Pro chip based on TSMC's 3nm process, while the standard iPhone 17 and iPhone 17 Air will use the new A19 chip [1] Group 2 - The 5G communication ETF (515050) has a deep investment in AI computing hardware, Apple supply chain, and leading stocks in the 6G industry, with a total scale of 7 billion [2] - Apple concept stocks account for over 30% of the ETF, while optical module CPO concept stocks and PCB circuit board concept stocks represent 31% and 15.95% respectively [2] - The top ten weighted stocks in the ETF include companies like ZTE, Luxshare Precision, and GoerTek [2]

8月21日，聚焦"半导体+消费电子+PCB"等方向的电子ETF（515260）早盘表现稳健，场内价格盘中涨超1.8%，现涨1.1%，基金最新规模为4.41亿元，在同 类ETF中保持稳定表现。 【创"芯"科技，硬核崛起】 聚焦"半导体+消费电子+PCB"等方向的电子ETF（515260）及其联接基金（A类：012550/C类：012551）被动跟踪电子50指数，重仓半导体、消费电子行 业，在计算机设备、光学光电子、元件等领域亦有布局；全面覆盖AI芯片、汽车电子、5G、云计算、印制电路板（PCB）等热门产业；一键布局A股电子 核心资产，如立讯精密、中芯国际、海光信息、寒武纪-U等。 成份股方面，兆易创新涨停，蓝思科技、华勤技术涨超6%，立讯精密涨超5%，歌尔股份、北方华创等个股跟涨。 风险提示：电子ETF被动跟踪中证电子50指数，该指数基日为2008.12.31，发布于2009.7.22，指数成份股构成根据该指数编制规则适时调整，其回测历史业 绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易 动向。基金管理人评估电子ETF的风 ...