消电ETF（561310）盘中涨超1.4%，半导体需求复苏提振市场预期

Core Insights - The mass production of NVIDIA's Rubin platform AI chips is expected to significantly enhance computing speed, driven by the AI wave that increases the value across servers, chips, and storage sectors [1] - Storage prices have bottomed out and are beginning to recover, while the utilization rate in the packaging and testing segment is gradually improving, indicating future benefits from advanced packaging demands driven by AI chips [1] - TSMC's fourth-quarter revenue exceeded expectations, fueled by strong demand for AI applications [1] - Domestic equipment is making continuous breakthroughs in advanced processes, with "advanced process expansion" expected to be a key focus for the next three years, highlighting the importance of advanced packaging in positioning for the AI industry trend [1] Industry Overview - The Consumer Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects securities from companies involved in the manufacturing, sales, and related services of consumer electronic products, focusing on areas such as smartphones, home appliances, and wearable devices that are technologically advanced and have high market shares [1]