Apple(US:AAPL) Ge Long Hui·2025-10-24 03:13Group 1 - Semiconductor and consumer electronics sectors are experiencing significant gains, with companies like 汇顶科技 reaching the daily limit, and 环旭电子 and 佰维存储 increasing by 9% and 7% respectively, leading to a 3.29% rise in the consumer electronics ETF and a 2.9% increase in the AI ETF [1] - Apple plans to launch an AI glasses product by the end of 2026 to compete with Meta's Ray-Ban smart glasses, featuring a built-in camera, speakers, and microphone, powered by a new chip developed by Apple [1] - iPhone 17 demand remains strong, with Apple set to release its earnings report on October 30, and Goldman Sachs predicting that Apple's revenue and EPS will exceed market consensus [1] - The artificial intelligence wave is triggering a "super cycle" in storage chips, with Samsung and SK Hynix planning to raise DRAM and NAND flash prices by up to 30%, further boosting market sentiment [1] Group 2 - The 科创人工智能ETF华夏 has seen a 2.9% increase and has experienced 16 consecutive days of net inflows, totaling over 1.5 billion yuan, making it the top performer in its category [2] - The ETF focuses on the core segments of the AI industry chain, particularly in computing power chips and smart hardware, covering leading chip companies such as 寒武纪, 澜起科技, and 芯原股份 [2]