苹果公司发布财报！消费电子ETF（159732.SZ）下跌1.39%，东山精密跌逾4%

Group 1 - A-shares showed mixed performance on February 4, with the Shanghai Composite Index rising by 0.38%, driven by gains in coal, oil and petrochemicals, and transportation sectors [1] - The Consumer Electronics ETF (159732.SZ) fell by 1.39%, with individual stocks like Crystal Optoelectronics rising by 4.43% and Sanan Optoelectronics by 3.94%, while companies like Xinwei Communication and Dongshan Precision experienced declines of -4.81% and -4.79% respectively [1] Group 2 - Apple reported a record revenue of $143.756 billion for Q1 of fiscal year 2026, marking a 16% year-over-year increase, with net profit also up by 16% to $42.097 billion and earnings per share of $2.84, exceeding market expectations [3] - China Galaxy Securities noted that high-end smartphone sales, including Apple, showed resilience compared to mid-to-low-end brands amid rising component prices, suggesting a focus on the Apple supply chain in consumer electronics investments [3] - The Consumer Electronics ETF (159732) tracks the National Index of Consumer Electronics, investing in 50 A-share listed companies involved in the consumer electronics industry, primarily in electronic manufacturing, semiconductors, and optical optoelectronics [3]