Loongson Technology(SH:688047) Xin Lang Ji Jin·2025-09-16 02:03Group 1 - The electronic ETF (515260) has seen a significant increase, reaching a peak of 2.36% and currently up by 2.2%, marking a new high since its listing [1] - Over the past three days, the electronic ETF has attracted a total of 20.23 million yuan in investments, indicating strong market confidence in the sector [1] - Key constituent stocks such as Longxin Technology surged over 18%, Zhongke Shuguang increased by more than 8%, and Haiguang Information rose over 7%, reflecting positive market sentiment [1] Group 2 - Recent talks between China and the U.S. in Madrid focused on resolving TikTok-related issues and promoting economic cooperation, which may impact the tech sector positively [3] - Longxin Technology announced the completion of its first GPGPU chip, the 9A1000, which is expected to be delivered within the third quarter, indicating advancements in AI capabilities [3] - The demand for AI computing power is on the rise globally, driven by increased capital expenditure from major overseas companies and domestic developments in AI applications [3] - The AI/AR glasses market is identified as a potential growth area, with AI driving a transformation in the electronics industry, creating new growth opportunities [3] Group 3 - The electronic ETF (515260) passively tracks the electronic 50 index, heavily investing in semiconductor and consumer electronics sectors, including AI chips and automotive electronics [4] - The ETF provides exposure to key A-share electronic assets such as Luxshare Precision, SMIC, and Haiguang Information, positioning it well within the growing tech landscape [4]