Xin Lang Cai Jing·2026-01-21 03:15Group 1 - The electronic sector leads the market with a net inflow of over 32 billion yuan, ranking first among 31 Shenwan primary industries [1][9] - Major stocks in the electronic ETF (515260) such as Haiguang Information, Zhongke Shuguang, Tongfu Microelectronics, and SMIC attracted significant capital inflows of 3.283 billion, 2.190 billion, 2.142 billion, and 2.029 billion yuan respectively, dominating the A-share inflow rankings [1][9] - The electronic ETF's price increased by 2.99% during trading, indicating a potential upward trend [2][11] Group 2 - TSMC is expanding its advanced packaging capacity to meet the demand for 2nm chips for Apple's upcoming iPhone 18 and foldable devices, transitioning from InFO to WMCM architecture to enhance heat dissipation and AI performance [4][12] - The electronic ETF (515260) has a significant weight of 46.31% in the Apple supply chain, with expectations for new product launches in 2026, including foldable screens and smart glasses, which will drive demand for high-end components [5][13] - The storage chip market is experiencing a strong surge due to explosive growth in global AI computing power, with prices for certain chips expected to increase dramatically by 1800% for DDR4 16Gb and 500% for DDR5 16Gb by 2025 [6][13] Group 3 - Key stocks in the electronic sector such as Longxin Zhongke and Tongfu Microelectronics reached their daily limit, while Haiguang Information rose over 15%, and other stocks like Lanke Technology and Zhaoyi Innovation also saw significant gains [14] - The electronic ETF and its linked funds are designed to passively track the electronic 50 index, focusing on semiconductor and consumer electronics industries, including AI chips, automotive electronics, and 5G [15]