Xin Lang Ji Jin·2025-09-18 03:09Group 1 - The electronic sector is leading the market with the electronic ETF (515260) surging over 4.6%, reaching a new high since its launch [1] - Key stocks in the electronic ETF include RichChip, which hit the daily limit, and companies like Zhongwei, which rose over 14%, and Northern Huachuang, which increased by more than 8% [1] - The electronic ETF focuses on semiconductor and consumer electronics, benefiting from positive catalysts in both areas [2] Group 2 - In the semiconductor sector, Huawei's prediction of a tenfold increase in total computing power by 2035 and a 500-fold increase in storage demand is driving growth in the semiconductor industry [2] - The AI-driven demand for computing power is expected to attract more investment into core technology and innovation areas within the semiconductor sector [2] - In the consumer electronics space, the upcoming Meta Connect conference and Apple's recent product launch are seen as significant events that could boost related stocks [3] Group 3 - The electronic ETF's composition shows that 43.34% of its holdings are related to Apple's supply chain, indicating a strong correlation with Apple's performance [3] - The electronic sector has attracted significant capital inflow, with 213 billion yuan in main funds as of the report, and substantial inflows over the past 5, 20, and 60 days [3] - The electronic industry is currently in an innovation phase, with expectations for breakthroughs in terminal innovation and profit releases in the future [4]