>>>>> ETF早知道 >>>>> ETF早知道 ETFEFR酒 WP Fund wabao <<<< 3555 ETFORTS 710715 Sep ETF星知道 1 C EFEFR演 cere 市场温度计 3333 ETFE 明波 中长期信号 · 投资看温度 -- 75% - 75% *** 75% -- 2596 ++ 25% -- 2595 ETFEFR酒 (CCCC -1.15% -1.06% -1.64% > > 上证指数 深证成指 创业板指 注:温度计水粮条由对应指数的近十年市盈丰分位数表示,总值为100%。数据来源:iFind,配至 2025.9.18,上证指数,深证成指、创业板指的近十年市盈率分位数分别为97.7%、84.12%、50.68% 官 相关闭 e CD e 6 前位到了 ETF是例邊 (4) 短期轮动走向 · 观九宫热力值 +0.93% +0.19% +0.03% 电子 通信 社会服务 FEFAN -0.33% -0.39% -2.25% 传媒 家用电器 汽车 -2.81% -2.85% -3.56% ETFEFR海 非银金融 综合 有色金属 ceee 数据来源:iFind,截 ...

Core Insights - The electronic industry is experiencing a transformative phase driven by AI, with significant investment opportunities emerging from the innovation cycle and value reshaping within the supply chain [2][5]. Group 1: AI Terminal Potential - AI terminals, particularly AI/AR glasses, are identified as having substantial growth potential, with the global eyewear market comprising around 1.5 billion users, indicating a vast industry space [3]. - The current state of AI/AR glasses is transitional, facing challenges in display solutions and cost control, necessitating a shift towards intelligent displays to unlock more application scenarios [3]. - The development of a content ecosystem is crucial for AI terminals, as demonstrated by Apple's Vision Pro, which struggled with sales due to a lack of user demand and content [3][4]. Group 2: AI-Driven Industry Restructuring - AI is reshaping the value distribution within the electronic industry, exemplified by Industrial Fulian, which has seen its market valuation exceed 1 trillion due to its alignment with AI server-related fields [5]. - The AI computing power market in China is projected to reach $25.9 billion by 2025, growing by 36.2% from 2024, and $33.7 billion by 2026, indicating a robust demand for AI capabilities [5]. - AI computing power is expected to become a ubiquitous resource, with increasing user numbers and application scenarios driving sustained high growth in demand [5][6]. Group 3: Upgrading the Electronic Supply Chain - The PCB (Printed Circuit Board) sector is undergoing significant upgrades, with high-density technology (HDI) becoming a key focus to enhance component density and performance [6]. - The electronic industry is still in an innovation exploration phase, with companies needing to seek new growth avenues beyond traditional consumer electronics, which are nearing saturation [6][7]. - Companies are encouraged to embrace AI trends, carefully select quality clients, and maintain innovation to build competitive advantages and avoid price wars [7]. Group 4: Future Growth Opportunities - The emergence of "killer applications" in entertainment is anticipated to drive a new wave of demand, similar to past trends where entertainment applications significantly boosted device sales [4]. - AI applications in education and healthcare are highlighted as areas with strong demand and existing implementations, such as AI learning devices and health monitoring rings [4].