小米AI眼镜官宣，芯片ETF天弘（159310）昨日“吸金”超5400万元，近5、10、20、60日净流率同标的第一

Group 1 - A-shares showed a positive trend on June 25, with active performance in some chip stocks, particularly the chip ETF Tianhong (159310) which saw a peak increase of 0.7% before retreating [1] - The Tianhong chip ETF experienced a net inflow of over 54 million yuan yesterday, leading in net inflow rates over the past 5, 10, 20, and 60 days compared to similar products [1] - The latest circulation scale of the Tianhong chip ETF reached 1.028 billion yuan, making it the largest among similar products in the Shenzhen market [1] Group 2 - According to Tianfeng Securities, the global semiconductor market is expected to maintain an optimistic growth trajectory through 2025, driven by AI [2] - The design sector, particularly storage, foundry SoC, ASIC, and CIS, is recommended for attention due to performance elasticity in Q2 [2] - Companies producing AISoC chips are anticipated to benefit from the increasing penetration of AI hardware, with Q1 results already reflecting significant growth [2]