Apple(US:AAPL) Xin Lang Ji Jin·2025-10-15 06:19Group 1 - The electronic sector saw significant inflows, with over 10 billion yuan entering the market, particularly benefiting companies like Shenghong Technology and Wentai Technology [1] - Oracle announced plans to deploy 50,000 AMD MI450 AI chips starting in the second half of 2026, indicating strong demand for AI computing capabilities [2] - Samsung Electronics reported a third-quarter operating profit of 12.1 trillion won and revenue of 86 trillion won, exceeding market expectations, driven by strong demand for server and AI-related chips [2] Group 2 - The Ministry of Industry and Information Technology emphasized China's vast market potential and commitment to high-level opening-up, encouraging foreign companies like Apple to deepen their investment and collaboration in China [5] - The electronic ETF (515260) has a significant weight of 43.34% in Apple supply chain stocks, indicating potential investment opportunities linked to Apple's product launches [5] - The electronic ETF tracks the electronic 50 index, focusing on semiconductor and consumer electronics sectors, including AI chips, automotive electronics, and PCB industries [6][8]