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 ...

9月24日，计算机板块反复活跃。相关ETF中，截至发稿，计算机ETF（159998）涨0.09%，成交额超 4000万元，现居同标的产品第一。 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。 消息面上，据中证网，2025云栖大会将于9月24日至26日举行，新模型、Agent（智能体）应用等AI软件 产品及服务器等基础设施硬件或是看点。 据智通财经， 9月21日下午，由科技部、上海市人民政府主办，上海市科委、复旦大学承办的浦江创新 论坛量子智能专题论坛举行，上海量子人工智能联合体、上海量子科技装备产业创新联盟宣布成立，上 海量子计算十大应用场景发布。复旦大学物理学系教授李晓鹏介绍，未来五年，该联合体将重点开展量 子人工智能学科交叉研究，突破基础理论、关键核心技术与重点应用，培育高水平量子人工智能交叉人 才团队。 （本文机构 ...

9月23日，A股三大指数集体高开，电子板块上涨。相关ETF方面，电子ETF（159997）截至发稿涨 0.47%，成交额突破1500万元，盘中溢折率0.05%。成分股方面，长川科技20CM涨停，立讯精密、传音 控股、盛美上海等多股跟涨。 公开资料显示，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。 消息面上，据智通财经，当地时间周一（9月22日），英伟达和OpenAI宣布达成合作，包括建设庞大数 据中心计划，以及英伟达对OpenAI最高1000亿美元的投资。根据协议，OpenAI将利用英伟达系统建设 并部署至少10吉瓦的人工智能（AI）数据中心，用于训练和运行下一代模型。这一耗电量相当于800万 户美国家庭的用电量。 资金流向情况方面，据Wind数据，9月22日电子ETF（159997）获资金净流入2347万元。 银河证 ...

Group 1 - The A-share market saw all three major indices rise collectively, with the consumer electronics sector showing strong performance, particularly in the Apple supply chain, where multiple stocks hit the daily limit [1] - The electronic ETF (159997) increased by 5.00% with a trading volume exceeding 850 million yuan, and several component stocks, including Changying Precision, Luxshare Precision, and others, reached the daily limit [1] - The electronic ETF (159997) tracks the CSI Electronic Index, which includes companies involved in semiconductor production, computer storage, and consumer electronics, reflecting the overall performance of related listed companies [1] Group 2 - Apple is increasing the production of the standard iPhone 17 by at least 30% due to demand exceeding expectations, with the Pro Max model being the most popular [2] - OpenAI has signed an agreement with Luxshare Precision to develop a consumer-grade device, currently in prototype development, expected to collaborate closely with OpenAI's AI models [2] - Hardware is considered a crucial part of OpenAI's strategy, with a positive outlook for Chinese hardware manufacturers in AI infrastructure and new products over the next two years [2] Group 3 - The consumer electronics sector is expected to benefit from the peak season and the release of AI-related products, with positive capital expenditure guidance from major domestic and international companies driving the electronic industry's fundamentals [3] - The overall configuration value of the electronic industry is highlighted, supported by innovation and various favorable catalysts [3]

Group 1 - The computer sector stocks showed strong performance in the morning, with Weining Health rising over 10% and Guanghuan Xinwang and Jiangbolong increasing over 4% [1] - The Computer ETF (159998) rose over 1.6% in the morning, with a cumulative increase of 7.66% for the week, driven by the rise of heavy-weight stocks [1] - The Computer ETF (159998) attracted significant capital, with a net subscription of approximately 140 million shares over the past five trading days [1] Group 2 - The electronic ETF (159997) increased by 1.62%, and the Tianhong Sci-Tech Innovation Index ETF (589860) rose by 0.84% [2] - The People's Bank of China plans to develop a new stage financial technology development plan and will collaborate with the National Data Bureau on pilot projects to enhance data capabilities in financial institutions [2] - Since 2025, the computer industry has outperformed the Shanghai Composite Index and CSI 300, with this year's growth rate being in the mid-range among all industries, although institutional holdings remain at historical lows [2] Group 3 - Current domestic AI investments show a mismatch between short and long-term strategies, with the second half of the year seen as an opportune time for positioning [2] - The anticipated release of the DeepSeek R2 version in the second half of the year is expected to enhance the benefits across the entire domestic AI industry chain [2] - Market expectations suggest that the DeepSeek R2 version will achieve significant advancements in multi-modal integration, real-time decision-making capabilities, and versatility in vertical scenarios, benefiting AI applications and computing power [2]

Group 1 - The A-share market opened slightly lower on May 23, with the semiconductor and consumer electronics sectors experiencing minor pullbacks [1] - The electronic ETF (159997) saw a net inflow of over 2 million yuan on May 22, while the chip ETF Tianhong (159310) received over 5.7 million yuan, leading to a total inflow of over 10 million yuan in the past two days [1] - The electronic ETF (159997) tracks the CSI Electronic Index, which includes companies involved in semiconductor production, computer storage, and consumer electronics, making it the only ETF tracking this index in the market [1] Group 2 - The chip ETF Tianhong (159310) tracks the CSI Chip Industry Index, which includes companies engaged in chip design, manufacturing, and testing, reflecting the overall performance of the chip industry [2] - Xiaomi recently launched its 15th-anniversary flagship processor, the玄戒O1, which is designed with a second-generation 3nm process and features 190 billion transistors, showcasing significant advancements in chip technology [2] - The consumer electronics supply chain is experiencing improvements in innovation trends, particularly in core components such as main chips and optical displays, driven by the increasing demand for AI-enabled devices [2]

Group 1 - The core viewpoint of the articles highlights the active performance of technology stocks, particularly in the semiconductor sector, with significant movements in related ETFs [1][2] - Xiaomi announced the launch of its self-developed 3nm chip, named "Xuanjie O1," alongside the release of its SUV model YU7 and flagship smartphone 15S Pro on May 22 [1] - Xiaomi's total R&D investment in the Xuanjie O1 chip has exceeded 13.5 billion RMB, with an expected R&D expenditure of over 6 billion RMB this year [1] - Huawei also launched its nova 14 series and the first Harmony OS 5 devices, emphasizing the need for a robust domestic software ecosystem [2] Group 2 - The electronic ETF (159997) tracks the CSI Electronic Index, which includes companies involved in semiconductor production, electronic manufacturing, and consumer electronics [3] - The chip industry ETF (159310) follows the CSI Chip Industry Index, selecting companies engaged in chip design, manufacturing, and related equipment [3] - Analysts predict that the release of Xiaomi's self-developed chip may accelerate changes in the high-end smartphone market, potentially enhancing Xiaomi's valuation and market share [2]