Group 1 - The core viewpoint of the articles highlights the significant growth potential in the artificial intelligence (AI) terminal industry, driven by advancements in AI technology and increasing market demand for AI-integrated devices [1][2] - As of May 20, the semiconductor materials ETF (562590) has seen a 27.38% increase over the past year, indicating strong market performance in the semiconductor sector [1] - The National Development and Reform Commission anticipates a "tsunami-like" growth in the AI terminal industry, with products such as AI smart glasses expected to see substantial sales increases [1] Group 2 - The traditional consumer electronics sector, including smartphones and PCs, is expected to undergo significant transformation due to AI technology, leading to higher performance demands for hardware [2] - The semiconductor materials ETF and its associated funds closely track the semiconductor materials and equipment index, focusing on the semiconductor industry's development and addressing critical areas in chip manufacturing [2]

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