Xin Lang Ji Jin·2026-02-09 06:45Core Viewpoint - The electronic ETF (515260) is experiencing significant activity, with a peak increase of 2.72% and currently up by 2.57%, recovering both the 5-day and 60-day moving averages [1] Group 1: Market Performance - The electronic sector is showing strong performance, with several leading stocks experiencing notable gains, including: - Chipone Technology up by 15.07% with a total market value of 116.1 billion [2] - Jinghe Integrated up by 7.58% with a market value of 74.8 billion [2] - SanHuan Group up by 7.06% with a market value of 104.3 billion [2] - Long Electric Technology up by 5.70% with a market value of 83.4 billion [2] - Zhaoyi Innovation up by 5.34% with a market value of 202.3 billion [2] - Lanke Technology up by 5.11% with a market value of 206.6 billion [2] Group 2: Industry News - Positive developments in the supply chains of major tech companies are noted: - Apple is expected to officially announce the iPhone 17e later this month, aimed at making iPhones more accessible [3] - Nvidia is collaborating with Tower to develop a 1.6T silicon photonics module, indicating growth in data center interconnects [3] - Alphabet's latest quarterly results exceeded expectations, with a capital expenditure guidance for 2026 reaching $175-185 billion, nearly double market forecasts [3] Group 3: Investment Opportunities - The electronic ETF (515260) and its linked funds are designed to passively track the electronic 50 index, focusing on semiconductor and consumer electronics sectors, with significant investments in AI chips, automotive electronics, 5G, and PCBs [6] - The ETF includes major stocks such as Luxshare Precision, Cambrian, and SMIC, providing an efficient tool for investing in core electronic assets [6]