中美声明引爆市场情绪！资金跑步进场埋伏，电子ETF（515260）单日吸金4431万元！

Group 1 - The core viewpoint of the news is that the recent high-level economic talks between China and the U.S. have led to a consensus on reducing tariffs by over 100%, which alleviates global trade tensions and positively impacts market sentiment [1] - The U.S. stock market saw significant gains, with the Nasdaq index rising by 4.35% and the Philadelphia Semiconductor Index increasing by over 7%, indicating a strong market reaction to the news [1] - Analysts suggest that the joint statement from China and the U.S. is likely to boost investor risk appetite in the short term, benefiting Chinese equity assets and potentially revitalizing previously suppressed export chains [1] Group 2 - The technology sector is expected to benefit from trends such as AI, with a favorable outlook in the medium to long term due to its combination of growth potential and industry catalysts [1] - According to Xinyi Securities, the technology sector has already adjusted to low levels, and with the market returning to a more optimistic outlook, it is poised to regain prominence as a focus for investment [1] - The consumer electronics industry in China holds a crucial position in the global supply chain, characterized by strong technological foundations, a well-developed industrial ecosystem, and ongoing global expansion efforts by Chinese companies [1] Group 3 - The electronic ETF (515260) has seen a net inflow of 44.31 million yuan, indicating investor confidence in the future performance of the semiconductor and consumer electronics sectors [2] - The electronic ETF passively tracks the electronic 50 index, heavily investing in semiconductor and consumer electronics industries, and covers key areas such as AI chips, automotive electronics, 5G, and cloud computing [4]