Key Points - The upcoming exhibitions in November will focus on industrial upgrades and international cooperation, showcasing the vitality of the economy [1] - The 21st China International Coal Mining Technology Exchange and Equipment Exhibition will feature nearly 10,000 exhibits and cover an area of 160,000 square meters [4] - The 2025 China Marine Economy Expo aims to attract over 50,000 professional visitors and will feature 250 leading global enterprises [5] - The 26th China International Education Annual Conference will host 40 professional forums and cover various educational fields [6] - The 2025 World Pharmaceutical Raw Materials Exhibition will see 650 Chinese enterprises participating, with an exhibition area of 160,000 square meters [7] - The 2025 Asia International Logistics Technology and Transportation Systems Exhibition will showcase over 900 exhibitors and focus on smart logistics [8] - The 2025 Electronic Semiconductor Industry Innovation Development Conference will emphasize innovation opportunities in the context of AI and computing power [9] - The 2025 China (Western) International Semiconductor Industry Expo will highlight advancements in semiconductor manufacturing processes and technologies [11]

Group 1 - The core viewpoint is that AI technology upgrades are continuously driving demand growth in the electronics and semiconductor industries, with significant increases in computing power and storage requirements due to the release of OpenAI's Sora 2 video model [1] - The surge in data volume is leading to rapid growth in storage demand, which may further enhance the deployment needs for AI infrastructure in terms of computing power and storage [1] - Samsung and SK Hynix are supplying HBM for the "Star Gate" project, and the prioritization of advanced process capacity for HBM by storage manufacturers is squeezing the production capacity for PCs, mobile phones, and consumer electronics, potentially leading to further increases in storage prices [1] Group 2 - Current investments in AI infrastructure are still in the early stages, and with model upgrades, the demand for computing power is expected to continue rising [1] - The Consumer Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects listed companies involved in the manufacturing and sales of consumer electronics products such as smartphones, home appliances, and wearable devices [1] - The index reflects the overall performance of listed companies in the consumer electronics sector, showcasing industry technological innovation and trends in consumer upgrades [1]