消费电子ETF(159732)

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传统旺季来袭!消费电子ETF(159732)震荡休整,东山精密上涨8.81%
Xin Lang Cai Jing· 2025-08-29 02:40
8月29日早盘,A股三大指数集体上涨,上证指数盘中上涨0.41%,保险、软饮料、贵金属等板块涨幅靠 前,半导体、电脑硬件跌幅居前。消费电子反复活跃,截至10:06,消费电子ETF(159732)下跌 0.94%。数据显示,消费电子ETF连续8个交易日资金净流入累计超12亿元。早盘其成分股东山精密上涨 8.81%,欣旺达上涨3.17%,胜宏科技上涨3.09%,传音控股上涨2.98%。 消息方面,国务院印发《关于深入实施"人工智能+"行动的意见》。意见提出,推动智能终端"万物智 联",培育智能产品生态,大力发展智能网联汽车、人工智能手机和电脑、智能机器人、智能家居、智 能穿戴等新一代智能终端,打造一体化全场景覆盖的智能交互环境。 消费电子ETF(159732)跟踪国证消费电子指数,主要投资于业务涉及消费电子产业的50家A股上市公 司,行业主要分布于电子制造、半导体、光学光电子等市场关注度较高的主流板块。其场外联接基金 为,A类:018300;C类:018301。 恒泰证券研报指出,下半年以旧换新资金,以及下半年传统旺季(开学+国庆+双11)仍可带动一定智 能手机销量提升,IDC预测2025年中国智能手机出货量同比 ...
连涨后回调,创业板人工智能ETF华夏(159381)跌超2%,盘中资金抢筹!后市怎么看?
Sou Hu Cai Jing· 2025-08-20 02:27
昨日市场缩量震荡,三大指数收跌,但光模块、光通信等板块依旧有不错表现,领涨市场。今日AI方 向连涨后震荡回调,光模块CPO权重占比超40%的创业板人工智能指数盘中跌超2%,截至10:05,光 库科技跌超8%,华策影视跌超6%,联特科技、拓尔思等纷纷回调。 本质上来看,这一轮AI热潮来源于大模型从技术验证转向规模化落地,核心在于训练端+推理端需求共 振,国内+国外外需求共振,大模型能力加速迭代和应用端的加速渗透,带来使用量的快速提升。算力 消耗呈指数级增长,倒逼企业构建更强大的AI基础设施以支撑商业化需求,标志着行业进入"AI应用落 地-基础设施投入"的良性循环。 长期维度,AI算力的景气度叙事周期有望拉长,AI算力链,从算力芯片、服务器到光模块、液冷等多 领域有望实现更快速增长。前期寒武纪大涨,我们提示关注国产算力产业链中低位补涨机会,当前,从 交易拥挤度来看,光模块、PCB情绪回升至90%分位处,短期应注意波动风险。 相比之下,软件、消费电子情绪仍然在50%-70%的健康分位,在触发拥挤之前,可以继续关注;而中报 预期不错的游戏情绪分位数仅有40%,同样可以关注。游戏等板块受益于本轮AI产业的发展,AI技术 ...
AI产业催化不断!消费电子ETF上涨0.74%,华勤技术上涨5.85%
Mei Ri Jing Ji Xin Wen· 2025-06-30 02:23
Group 1 - The A-share market saw collective gains on June 30, with the Shanghai Composite Index rising by 0.13%, driven by strong performances in aerospace, semiconductor, and power equipment sectors, while precious metals and brokerage sectors lagged [1] - The Consumer Electronics ETF (159732) increased by 0.74% as of 10:07 AM, with notable gains from component stocks such as Huakin Technology (up 5.85%), Sanhuan Group (up 3.35%), Luxshare Precision (up 2.60%), Naxin Micro (up 2.17%), and Anker Innovation (up 2.00%) [1] - Xiaomi launched its first AI glasses on June 26, branding them as "personal smart devices for the next era" and introducing the concept of "next-generation portable AI entry" [1] Group 2 - Meta, in collaboration with Oakley, is set to launch the Oakley Meta HSTN AI glasses on July 11, which are positioned for sports functionality, complementing the product matrix compared to Ray-Ban Meta [1] - Huajin Securities noted that the growing demand for smart wearable devices and the rise of generative AI models are pushing AI audio glasses into a broader market [1] - The current user profile for AR glasses remains unclear, but smart interactive glasses are expected to carve out a new audio segment by replacing headphone functions and enhancing experiences through AI integration [1] Group 3 - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant focus on electronic manufacturing, semiconductors, and optical optoelectronics [2]