Xin Lang Ji Jin·2025-09-18 11:51Group 1 - The electronic sector is leading the market, with the electronic ETF (515260) experiencing a price surge of over 4.6% at one point, ultimately closing up 2.77%, reaching a new high since its listing [1] - The electronic ETF (515260) has attracted 248 million yuan in the past five days, indicating strong investor confidence in the sector's future [1] - Key stocks in the sector include Zhongwei Company, which rose over 11%, and other notable performers such as Wentai Technology and Ruixin Micro, which saw increases of 9.6% and 7.29% respectively [1] Group 2 - The electronic sector is benefiting from multiple positive developments, including Huawei's Full Connect Conference focusing on advancements in ICT, cloud computing, and AI, along with a three-year roadmap for Ascend chip development [2][3] - Domestic breakthroughs in semiconductor technology are highlighted, with Alibaba's self-developed AI chip performance comparable to Nvidia's H20, and Baidu utilizing its Kunlun P800 chip for AI model training [3] - The Meta Connect conference showcased the launch of AI-powered smart glasses, indicating significant growth potential in the AI/AR eyewear market [4] Group 3 - Main funds have heavily invested in the electronic sector, with a total of 21.8 billion yuan in net inflows on a single day, and 555 billion yuan over the past five days, maintaining the highest position among 31 primary industries [5] - Apple's recent product launch event is expected to create investment opportunities for its supply chain, with Apple-related stocks accounting for 43.34% of the electronic ETF (515260) as of the end of August [6] - The electronic industry is currently in an innovation phase, with expectations for breakthroughs in terminal innovation, performance release, and profit explosion, driven by the demand for AI computing power [6]