消电ETF（561310）回调超2.6%，半导体迎来技术创新机遇，回调或可布局

Group 1 - The semiconductor industry is experiencing technological innovation opportunities in the post-Moore's Law era, with new devices, materials, and architectures emerging continuously [1] - The large-scale market is facilitating the application of technology and strengthening the industry, while domestic companies are expected to break through technological blockades, particularly in the lithography machine sector, under the national system [1] - The deep integration of digital technology and manufacturing is driving advanced manufacturing development, with the application of industrial AI systems and high-fidelity simulation tools significantly reducing costs and improving quality [1] Group 2 - The Consumption Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects listed companies involved in the manufacturing of smartphones, home appliances, and wearable devices to reflect the overall performance of the consumer electronics industry [1] - This index exhibits high growth potential and technology-driven characteristics, effectively capturing market dynamics and development trends in the consumer electronics sector [1]