消电ETF（561310）涨超3.4%，AI浪潮驱动存储涨价新周期

Group 1 - The core viewpoint is that the AI wave is driving a new pricing cycle in storage, with NAND and DRAM prices continuing to rise due to manufacturers controlling supply and increasing prices [1] - The price of 1Tb Flash Wafer has increased by nearly 15%, while the price of 512Gb Flash Wafer has risen by over 20%. Additionally, the price of DDR4 RDIMM 16GB 3200 server memory has surged by 66.67% [1] - Trendforce forecasts a quarterly increase of 8-13% in DRAM prices for the fourth quarter, with HBM extending to 13-18%, and an average increase of 5-10% in NAND Flash contract prices [1] Group 2 - The demand for large-capacity data centers is rapidly growing, driven by AI technology, alongside an increase in the penetration rate of smart terminals, which collectively drive market expansion [1] - The Consumer Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects listed companies involved in the manufacturing of consumer electronics products such as smartphones, home appliances, and wearable devices [1] - This index reflects the overall performance of listed companies in the consumer electronics industry and is characterized by high technological content and growth potential, effectively representing the overall development trend of the consumer electronics sector [1]