三大利好来袭，半导体狂掀涨停潮！含芯量50%的电子ETF（515260）盘中拉升2.6%创新高，近10日吸金3.5亿元！

Group 1 - The electronic sector is leading the market with over 33 billion in main capital inflow, and the electronic ETF (515260) has seen a price increase of 2.6% during trading, currently up 1.45%, reaching a new all-time high [1] - The electronic ETF (515260) attracted 69.31 million in a single day and has accumulated 355 million over the past 10 days, indicating strong investor confidence in the sector [1] - As of September 23, the latest scale of the electronic ETF (515260) is 896 million, making it the largest ETF by index scale in its category [1] Group 2 - Chip concept stocks have experienced significant gains due to three main factors: Goldman Sachs raised the target price for SMIC by 14% due to growing demand for AI chips in China; silicon wafer prices are expected to rise significantly in Q4, benefiting global silicon wafer companies; and TSMC's 2nm process prices have increased by at least 50% compared to the 3nm process [2] - Huatai Securities projects that global semiconductor equipment revenue will grow by 8% year-on-year to 153 billion by 2026, with the Chinese market size remaining stable at 49 billion [2] - According to Huachuang Securities, AI is driving a value reshaping in the electronic industry chain, creating new growth opportunities as demand for AI computing power surges [2] Group 3 - Semiconductor stocks are leading the rally, with notable gains including Tongfu Microelectronics and Northern Huachuang hitting the daily limit, Huahai Qingshi up over 17%, Shengmei Shanghai up over 16%, and Tuojing Technology up over 15% [3]