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iPhone 17预售比去年难抢!苹果“大年”备受期待,果链含量42%的电子ETF(515260)近2日吸金1768万元
Xin Lang Ji Jin· 2025-09-15 06:58
Group 1 - The electronic ETF (515260) experienced a price increase of over 1.2% during intraday trading, reflecting positive market sentiment towards the sector, with a total inflow of 17.68 million yuan over the past two days [1] - Key constituent stocks such as Shengbang Technology and Tuojing Technology saw significant gains, with Shengbang Technology hitting the daily limit and Tuojing Technology rising over 7% [1] - The Apple supply chain stocks within the electronic ETF accounted for 42.78% of the ETF's composition as of the end of August, indicating a strong reliance on Apple's performance [3] Group 2 - The iPhone 17 pre-sale faced high demand, with reports of difficulties accessing the Apple Store, suggesting strong consumer interest in Apple's new offerings [3] - Analysts noted that this year is significant for Apple, with upgrades across its product lines, including the introduction of new Air series products and enhanced self-developed chips in devices [3] - The ETF managers believe that the recent Apple event met expectations, with no price increases for new products, and highlighted innovations in design and new accessories [3] Group 3 - The electronic ETF and its linked funds track the electronic 50 index, focusing on sectors such as semiconductors and consumer electronics, and are positioned to benefit from trends in AI chips, automotive electronics, and 5G [4] - The ETF provides exposure to core A-share electronic assets, including companies like Luxshare Precision and SMIC, indicating a strategic investment in key industry players [4]