国产GPU突破+大基金加码！电子ETF（515260）拉升1.23%！机构：AI驱动半导体设备销售创新高

Group 1 - The electronic ETF (515260) showed stable performance with an intraday peak increase of 1.23%, currently up by 0.77% [1] - Among the constituent stocks, North Huachuang, Industrial Fulian, and Shenghong Technology had the most significant gains, with increases of 4.72%, 4.11%, and 3.64% respectively [1] - Conversely, Lingyi iTech, Zhaosheng Micro, and Transsion Holdings experienced declines, with drops of 4.64%, 2.44%, and 2.39% respectively [1] Group 2 - Moore Threads announced multiple key domestic GPU technology achievements at its first developer conference, achieving breakthroughs in both training and inference [3] - The National Big Fund Phase III has recently invested in the semiconductor industry chain, further promoting the construction of the domestic chip ecosystem [3] - According to Galaxy Securities, global semiconductor equipment sales are expected to reach $133 billion in 2025, a 13.7% year-on-year increase, with further growth anticipated in 2026 and 2027 driven by AI-related investments [3] - The domestic integrated circuit manufacturing industry saw a value-added growth of 32.4% in November, with domestic GPU companies going public and upstream localization processes accelerating [3] Group 3 - Micron's Q1 FY2026 performance exceeded expectations, driven by the ongoing AI wave, with revenue reaching $13.64 billion, a 57% year-on-year increase, and projected revenue for the next quarter expected to rise to $18.7 billion [3] - The current electronic industry demand is recovering, with effective supply clearing and rising storage chip prices, alongside unexpected progress in domestic production [3] - Recommendations include focusing on structural opportunities in AI computing power, AIOT, semiconductor equipment, key components, and rising storage prices [3] Group 4 - The electronic ETF (515260) and its linked funds (Link A: 012550, Link C: 012551) passively track the electronic 50 index, with the top ten weighted stocks including Luxshare Precision, Cambricon, Industrial Fulian, SMIC, Haiguang Information, North Huachuang, Shenghong Technology, Zhongke Shuguang, BOE A, and Lanke Technology [4]