Xin Lang Cai Jing·2025-08-21 03:25Group 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]