Group 1 - The electronic and semiconductor industry is experiencing structural opportunities, with Apple focusing on domestic semiconductor supply chains through its American Manufacturing Plan (AMP) [1] - Traditional consumer electronics assembly is less likely to return to the U.S., which may benefit China's electronic manufacturing sector [1] - CoWoP packaging technology is expected to replace traditional ABF substrates due to its low cost and high efficiency, driving demand for high-end PCBs [1] Group 2 - BOE has surpassed Samsung Display in the foldable OLED screen sector, becoming the industry leader [1] - TCL Technology's semiconductor display business saw a net profit increase of over 70% year-on-year in the first half of the year [1] - The launch of GPT-5 marks a significant leap in AI technology, with its commercialization strategy reflecting a dual-track approach of inclusivity and ecosystem integration [1] Group 3 - The AI application market is rapidly developing, forming a four-tier structure driven by technological innovation and demand [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can fluctuate by up to 20% in a single day [1] - The index focuses on listed companies in the semiconductor materials, equipment, design, manufacturing, packaging, and testing sectors on the Science and Technology Board, showcasing China's technological progress and market vitality in high-end manufacturing, particularly in semiconductors [1]