9月30日，指数走强，存储芯片、AI应用等方向涨幅居前。 科创综指ETF天弘（589860）紧密跟踪科创综指，该指数于定位于科创板市场综合指数，对科创板的市 值覆盖度约为97%。前十大权重股包括寒武纪-U、海光信息、中芯国际等科技龙头。 电子ETF（159997）跟踪中证电子指数，该指数以中证全指为样本空间，选取涉及半导体产品与设备生 产、电脑存储与外围设备生产、电脑与电子产品零售、电子设备制造、电子制造服务和消费电子生产等 业务的上市公司股票作为成分股，以反映电子类相关上市公司整体表现。值得注意的是，电子ETF （159997）是全市场唯一一只跟踪中证电子指数的ETF。 芯片ETF天弘（159310）跟踪中证芯片产业指数，十大重仓股包括中芯国际、北方华创、海光信息、寒 武纪-U等龙头股。此外，芯片ETF天弘（159310）还配置了场外联接基金（A：012552，C： 012553）。 银河证券表示，2025年上半年，消费电子行业在挑战与机遇中前行，AI成为驱动行业发展的核心引 擎。一方面，智能手机等传统品类因创新进入平台期。另一方面，AI硬件迎来爆发元年，全球智能眼 镜出货量同比大增。AIPC也因集成了专用 ...

Core Insights - The 2025 Tianfu Artificial Intelligence Industry Ecosystem Conference was held in Chengdu, focusing on the theme "Tianfu Gathering Strength, Intelligent Chain Future" [1] - In the first half of this year, Sichuan's AI industry revenue reached 92.6 billion yuan, growing by 31.6%, with over 1,500 companies in the sector [1] - More than 700 companies achieved regulatory compliance, went public, or were recognized in various rankings [1] Group 1 - The conference featured a keynote speech by the CEO of Zero One Technology and Chairman of Innovation Works, discussing the empowerment of industry development through AI [1] - The Sichuan Provincial Artificial Intelligence Industry Chain Office released a demand and product supply list for the AI industry in the province [1] - Various organizations, including the Sichuan Science and Technology Investment Group and China Telecom AI Technology Company, promoted initiatives such as the "Tianfu Intelligent Cloud" and talent recruitment strategies [1] Group 2 - Sichuan Huakun Zhenyu Intelligent Technology Company and China Weaponry Equipment Group Automation Research Institute shared experiences on collaborative development among chain-related enterprises [1] - The event also included the signing of major project agreements, indicating a commitment to advancing the AI ecosystem in Sichuan [1]