LUXSHARE-ICT(SZ:002475) Xin Lang Ji Jin·2025-09-23 06:46Group 1 - The electronic ETF (515260) saw a morning increase of over 1%, reaching a new high since its launch, but later experienced a decline of 2.32%, with a trading volume exceeding 910 million yuan, indicating active trading [1] - In the past five days, the electronic ETF has attracted 269 million yuan, reflecting positive sentiment towards the sector and active capital inflow [1] - Key stocks in the ETF include Hu Silicon Industry, which rose over 9%, and Luxshare Precision, which increased by more than 6%, while Dongshan Precision and others faced declines [1] Group 2 - OpenAI has signed an agreement with Luxshare Precision, an Apple device assembler, to develop a consumer-grade device that will collaborate closely with OpenAI's AI models [3] - The planned products include a display-less smart speaker, glasses, digital voice recorders, and wearable pins, with a launch timeframe set for late 2026 or early 2027 [3] - Luxshare Precision's extensive experience in precision manufacturing and its global delivery capabilities make it a suitable partner for OpenAI [4] Group 3 - The electronic ETF manager noted that the collaboration between OpenAI and Luxshare Precision is reminiscent of last year's market trends, and the strong sales of the iPhone 17 have positively impacted Apple’s stock price [5] - As of the end of August, the weight of Apple’s supply chain stocks in the electronic ETF reached 43.34%, providing fundamental support for the sector [5] Group 4 - The electronic ETF and its linked funds passively track the electronic 50 index, focusing on semiconductor and consumer electronics sectors, including AI chips, automotive electronics, and 5G [6] - The top ten weighted stocks in the ETF include notable companies in the market, indicating a strong focus on trending industries [6]