Apple(US:AAPL) Xin Lang Ji Jin·2025-10-21 11:52Group 1 - The electronic sector has seen over 24 billion in main capital inflow, ranking first among 31 Shenwan primary industries [1] - The electronic ETF (515260), covering the semiconductor and Apple supply chain, reached a peak increase of 4.04%, closing up 3.73% and recovering the 5-day moving average [1] - The chip industry chain continues to rise, with notable performances from companies like WenTai Technology and Cambricon, which saw increases of 9.99% and over 6% respectively [3] Group 2 - The iPhone 17 series has achieved 14% higher sales in the first ten days compared to the iPhone 16, positively impacting the Apple supply chain [4] - The electronic ETF's component stocks have a 43.43% weight in the Apple supply chain, indicating strong market interest [4] - AI glasses market shipments are projected to reach 4.065 million units in the first half of 2025, a year-on-year increase of 64.2%, driven by major companies entering the market [5] Group 3 - The electronic ETF (515260) and its linked funds track the electronic 50 index, focusing on semiconductor and consumer electronics sectors [6] - The top ten weighted stocks in the ETF include notable companies like Cambricon and Industrial Fulian, reflecting current market trends [7] - The electronic industry is in an innovation phase, with expectations for rapid development through breakthroughs in terminal innovation and profit release [5]