Xin Lang Cai Jing·2025-12-09 03:13Core Viewpoint - The electronic ETF (515260) is showing strong performance, with a price increase of over 1.8% at one point and currently up 1.07%, indicating a bullish trend in the electronic sector [1][4]. Group 1: ETF Performance - The electronic ETF (515260) has recovered above the 60-day moving average and is on track for a four-day winning streak [1]. - Key stocks within the ETF include Shenghong Technology, which rose over 8%, and other notable performers like Shengyi Technology and Industrial Fulian, both up over 5% [1][7]. Group 2: Industry Trends - The ETF's index includes significant players from the Nvidia and Google supply chains, with Nvidia's chain accounting for 27.23% of the ETF's weight and Google's chain at 21.25% [2][3]. - Recent announcements, such as the U.S. government allowing Nvidia to sell AI chips to China, are expected to benefit both overseas computing power and domestic applications [2]. - Google's recent product launch, including AI glasses set for 2026, is anticipated to positively impact hardware manufacturing and core components within its supply chain [3]. Group 3: Future Outlook - The demand for AI data centers is projected to grow rapidly, and domestic alternatives are gaining market share, enhancing the revenue stability of equipment companies [3][4]. - The electronic sector is expected to thrive due to supportive national policies and the need for self-sufficiency in the semiconductor industry, with a focus on AI chips, automotive electronics, and 5G technologies [4][9].