消电ETF（561310）涨超2.2%，行业景气获市场关注

Core Viewpoint - The consumer electronics ETF (561310) has risen over 2.2%, indicating increased market attention on industry prosperity driven by AI data center construction and a "super cycle" in the storage sector [1] Group 1: Industry Trends - The technology sector's main investment theme for 2026 is expected to be driven by AI data center construction, with strong demand for computing chips, storage, network equipment, and electricity [1] - The storage industry is entering a "super cycle" driven by AI, with significant growth in demand for HBM4e and new storage systems [1] - 2026 may be recognized as the "physical AI year," where humanoid robots will surpass smart electric vehicles as the most notable hardware form, with China's electronic supply chain having a first-mover advantage in core robot components [1] Group 2: ETF and Index Information - The consumer electronics ETF (561310) tracks the consumer electronics index (931494), which selects securities from companies involved in the design, manufacturing, and sales of consumer electronic products [1] - The index covers sectors such as smartphones, home appliances, and wearable devices, reflecting the overall performance of the consumer electronics industry characterized by technology-driven and consumption-upgrading features [1]