消电ETF（561310）盘中上涨超2%，AI驱动算力存储需求或持续释放

Group 1 - The core viewpoint is that AI technology upgrades are continuously driving demand growth in the electronics and semiconductor industries, with significant increases in computing power and storage requirements due to the release of OpenAI's Sora 2 video model [1] - The surge in data volume is leading to rapid growth in storage demand, which may further enhance the deployment needs for AI infrastructure in terms of computing power and storage [1] - Samsung and SK Hynix are supplying HBM for the "Star Gate" project, and the prioritization of advanced process capacity for HBM by storage manufacturers is squeezing the production capacity for PCs, mobile phones, and consumer electronics, potentially leading to further increases in storage prices [1] Group 2 - Current investments in AI infrastructure are still in the early stages, and with model upgrades, the demand for computing power is expected to continue rising [1] - The Consumer Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects listed companies involved in the manufacturing and sales of consumer electronics products such as smartphones, home appliances, and wearable devices [1] - The index reflects the overall performance of listed companies in the consumer electronics sector, showcasing industry technological innovation and trends in consumer upgrades [1]