芯片ETF（512760）涨超2%，行业复苏与技术创新成焦点

Core Insights - The application of 3D printing in consumer electronics is expected to accelerate, driven by successful implementations in foldable devices by Honor and OPPO, as well as increased investments from Apple [1] - The AI wave is leading to a surge in demand for computing power, significantly increasing the value in sectors such as servers, AI chips, optical chips, storage, and PCBs [1] - The reduction in training and inference costs is likely to foster the growth of AI applications [1] Industry Trends - The potential for edge AI is substantial, with headphones and glasses expected to become key carriers for edge AI agents [1] - Apple is anticipated to lead the trend in AI phones, with the introduction of smarter Siri and the expansion of AI into more regions potentially triggering a super upgrade cycle [1] - There is a positive outlook for the recovery of upstream sectors represented by passive components, digital SoCs, RF, storage, packaging, and panels, with storage prices hitting a bottom and gradually recovering [1] Market Performance - The Chip ETF (512760) tracks the China Semiconductor Index (990001), which selects listed companies involved in semiconductor materials, equipment, design, manufacturing, packaging, and testing to reflect the overall performance of the semiconductor industry [1]