Group 1 - The core viewpoint is that 3D printing is accelerating its penetration in the consumer electronics sector, with applications in foldable device hinges and watch/mobile phone frames expected to mark a new era [1] - The demand for computing power driven by the AI wave is expected to surge, with generative AI consumer spending projected to grow from $225 billion in 2023 to $699 billion by 2030, representing a CAGR of 21% [1] - The price of memory continues to soar, with the spot price of DDR4 8Gb DRAM increasing by 886% year-on-year, and the testing segment's utilization rate is recovering, benefiting from advanced packaging demand driven by AI chips [1] Group 2 - Domestic equipment is making continuous breakthroughs in advanced processes such as CoWoS and HBM, highlighting the importance of advanced packaging in the AI industry trend [1] - The storage devices, computing power demand, and innovation in edge AI hardware are expected to remain optimistic [1] - The Consumer Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects listed companies involved in smartphones, home appliances, personal computers, and accessories to reflect the overall performance of the consumer electronics industry [1]

（责任编辑：董萍萍 ） 兴业证券指出，内存价格持续飙升，DDR4 8Gb DRAM现货价同比上涨886%，批量合同价环比涨 80%，看好存储设备、被动元件、封测等上游领域复苏。AI浪潮带动算力需求爆发，服务器、AI芯片、 光芯片、存储、PCB等环节价值量提升，预计全球生成式AI支出2030年达6990亿美元（CAGR 21%）。 国产半导体设备进展显著，上海微电子中标1.1亿元光刻机项目，未来3年"先进工艺扩产"将成为自主可 控主线，CoWoS及HBM卡位AI趋势下先进封装重要性凸显。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 科创芯片ETF国泰（589100）跟踪的是科创芯片指数（000685），单日涨跌幅达20%，该指数从科 创板市场中选取涉及芯片设计、制造、封装测试等全产业链环节的上市公司证券作为指数样本，聚焦半 导体材料、设备及设计等核心技术领域，反映科创板芯片相关上市公司证券的整体表现。 ...