Today (September 16), the Electronic ETF (515260) with 42% Apple supply chain content saw intraday gains reaching as high as 2.36%, currently up 2.2%, continuing to set new highs since listing! Shanghai Stock Exchange data shows that Electronic ETF (515260) has attracted continuous capital inflows for three consecutive days, totaling 20.23 million yuan, reflecting market confidence in the sector's outlook as funds gradually enter for positioning!
Regarding component stocks, Loongson Technology Corporation Limited hit the daily limit during trading, currently up over 18%. Sugon rose more than 8%, Hygon Information gained over 7%, while Shengyi Technology and Shengyi Electronics followed with significant gains.
On the news front, from September 14-15 local time, China and the US held talks in Madrid, Spain, reaching basic framework consensus on cooperatively addressing TikTok-related issues, reducing investment barriers, and promoting relevant economic and trade cooperation.
Focusing on key individual stocks, on September 15, Loongson Technology Corporation Limited announced that the development of Loongson's first GPGPU chip 9A1000 is essentially complete, with tape-out delivery expected within the third quarter. This chip's graphics capability targets RX550 performance levels, featuring tens of teraflops of computing power, with subsequent 9A2000/9A3000 already planned, positioning for AI edge inference applications.
Guosen Securities points out that globally, overseas major manufacturers continue to increase capital expenditure, with global AI computing power demand continuing to grow. Domestically, with the development of domestic large language models and AI applications, AI computing power demand continues rising. Meanwhile, foreign computing power restrictions are accelerating the domestic market's shift toward indigenous alternatives, presenting new opportunities for domestic computing power businesses.
Huachuang Securities states that AI terminals have enormous development potential, with AI/AR glasses being among the few tracks beginning to scale up, possessing the potential to become the next generation of super intelligent terminals. Additionally, AI is driving value reconstruction across the electronics industry chain, with trends represented by explosive AI computing power demand bringing new growth opportunities to the electronics industry chain. Furthermore, the electronics industry is currently still in its innovation phase, requiring future progression through terminal innovation breakthroughs, performance releases, and profit explosions to achieve rapid development.
【Creating "Core" Technology, Hardcore Rise】
The Electronic ETF (515260) and its feeder funds (Class A: 012550 / Class C: 012551), which provide one-click coverage of semiconductor + Apple supply chain, passively track the Electronic 50 Index. They heavily weight semiconductors and consumer electronics industries, with additional exposure to computer equipment, optical and optoelectronic devices, and components sectors. The funds comprehensively cover hot industries including AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB), offering one-click access to A-share electronic core assets such as Luxshare Precision, SMIC, Hygon Information, and Cambricon Technologies.
Risk Warning: The Electronic ETF and its feeder funds passively track the CSI Electronic 50 Index. This index has a base date of December 31, 2008, and was published on July 22, 2009. Index constituent adjustments are made according to index compilation rules, and historical backtesting performance does not predict future index performance. Individual stocks and index constituents mentioned in this article are for display purposes only. Stock descriptions do not constitute investment advice in any form, nor do they represent holding information or trading activities of any funds managed by the fund manager. The fund manager assesses the Electronic ETF's risk level as R3-medium risk, suitable for balanced (C3) and above investors. Please refer to selling institutions for appropriateness matching opinions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, and any form of expression) is for reference only. Investors must take responsibility for any autonomous investment decisions. Additionally, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form, nor do we assume any responsibility for direct or indirect losses arising from the use of this content. Fund investment carries risks. Past fund performance does not represent future performance, and the performance of other funds managed by the fund manager does not guarantee fund performance. Fund investment requires caution.
MACD golden cross signal formed, these stocks show good upward momentum!
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