LUXSHARE-ICT(SZ:002475) Xin Lang Ji Jin·2025-09-23 02:04Group 1 - The electronic ETF (515260) has seen a price increase of over 1% during trading, reaching a new high since its launch, with a total inflow of 269 million yuan in the past five days, indicating strong investor confidence in the semiconductor and Apple supply chain sectors [1][3] - Key stocks within the ETF include Luxshare Precision, which has achieved consecutive gains, and other companies like Shengmei Shanghai and Shenzhen South Circuit, which have risen over 4%, while Transsion Holdings and Industrial Fulian have increased by more than 3% [1][3] - The collaboration between OpenAI and Luxshare Precision for an AI companion device, set to launch in 2026, signifies a shift in the consumer electronics landscape from smartphone dominance to AI-native hardware [3] Group 2 - The Apple supply chain stocks account for 43.34% of the electronic ETF's components, reflecting a solid fundamental support for the sector, especially with the strong sales of the iPhone 17 [3] - The ETF manager suggests focusing on the electronic ETF and its linked funds, which encompass popular industries such as AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB) [3] - The top ten weighted stocks in the ETF include leading companies like Cambricon, Industrial Fulian, and Haiguang Information, highlighting the ETF's strategic positioning in the semiconductor and consumer electronics sectors [3][6]