Xin Lang Ji Jin·2025-09-12 05:50Group 1 - The core viewpoint of the news highlights the active performance of the Apple supply chain, particularly the electronic ETF (515260), which has seen a price increase and significant trading volume [1][3] - Major stocks within the electronic ETF, such as Zhaoyi Innovation and Jiangbolong, have experienced substantial gains, indicating strong investor interest [1][3] - Over 20 billion yuan of main funds have flowed into the electronic sector, with Zhaoyi Innovation receiving a net inflow of 2.232 billion yuan, ranking second in A-share capital attraction [3] Group 2 - The iPhone Air, featuring eSIM technology, is anticipated to launch in China pending regulatory approval, which could further boost the Apple supply chain stocks [3][4] - eSIM technology offers advantages over traditional SIM cards, including enhanced security and flexibility, which may appeal to consumers [4] - The Apple product launch is expected to create investment opportunities for related companies, as increased sales and innovation could lead to higher orders and improved performance [4][5] Group 3 - The electronic ETF fund managers believe that the recent Apple event met expectations, with no price increases and notable product innovations, which could positively impact the ETF's performance [5] - The ETF covers a wide range of sectors, including semiconductors and consumer electronics, and is positioned to benefit from trends in AI, automotive electronics, and 5G [6]