高通发布AI加速计划，携手立讯、华勤！果链含量43%的电子ETF（515260）拉升1.5%创新高，近10日吸金3.7亿元

Group 1 - The electronic ETF (515260) has seen a price increase of 1.56% in intraday trading, currently up 0.85%, reaching new highs since its launch [1] - Over the past 10 days, the electronic ETF has attracted 370 million yuan in investments, indicating strong market confidence in the sector [1] - As of September 24, the latest scale of the electronic ETF is 932 million yuan, making it the largest ETF by scale in its index [1] Group 2 - The 2025 Snapdragon Summit in China has commenced, with Qualcomm collaborating with companies like Luxshare Precision and others in the electronic ETF's index to launch the "AI Acceleration Program" [3] - Qualcomm highlights three major trends in AI development: personal AI, physical AI, and industrial AI, aiming to enhance AI capabilities in smartphones and other devices [3] - Huachuang Securities believes that AI is reshaping the value of the electronic industry chain, creating new growth opportunities driven by the demand for AI computing power [3] Group 3 - The electronic ETF (515260) passively tracks the electronic 50 index, focusing on sectors like semiconductors and consumer electronics, with significant investments in AI chips, automotive electronics, 5G, and cloud computing [4] - The top ten weighted stocks in the ETF include notable companies such as Cambricon, Industrial Fulian, and Haiguang Information [4] Group 4 - As of the end of August, the weight of Apple supply chain stocks in the electronic ETF's components reached 43.34%, indicating a strong correlation with Apple's performance [3] - Key component stocks include Luxshare Precision (5.94%), Cambricon (7.94%), and SMIC (5.81%), among others, reflecting a diverse portfolio within the ETF [6][7]