机构：果链创新大年有望到来，消费电子ETF（561600）盘中溢价，昨日“吸金”超千万元

Group 1 - A-shares in the consumer electronics and computing power sectors opened higher due to a more favorable international environment, with notable gains in stocks like SanHuan Group and Shengyi Technology [1] - The Consumer Electronics ETF (561600) experienced a net inflow of over 11 million yuan, indicating strong investor interest [2] - The AI-related ETF (512930) also saw significant net inflows, totaling over 33 million yuan in the last five trading days, reflecting a growing demand for AI investments [2] Group 2 - Apple is reportedly planning to launch its first foldable iPhone in the second half of 2026, which could benefit its supply chain partners [2] - Major cloud service providers, including Microsoft and Meta, reported better-than-expected earnings, highlighting sustained demand for computing power [3] - Microsoft’s Q3 FY2025 revenue reached $70.066 billion, a 12% year-over-year increase, while Meta's Q1 revenue was $42.3 billion, a 16% increase [3] Group 3 - Concerns about a slowdown in overseas data center construction have been alleviated by recent earnings reports from major cloud companies, confirming ongoing investment in computing power [4] - The demand for 800G optical modules remains strong, supporting the growth of leading companies in the sector [4] - The AI industry continues to thrive, driven by a positive cycle of capital expenditure expansion, commercialization, and performance realization [4]