Today (September 23), the Electronics ETF (515260), which covers semiconductors and Apple's supply chain, saw its intraday price rise over 1%, currently up 0.14%, continuing to reach new highs since listing! Shanghai Stock Exchange data shows that the ETF has attracted a cumulative 269 million yuan over the past 5 days, reflecting funds' optimistic outlook on the sector's prospects and active positioning.
In terms of constituent stocks, Luxshare Precision Industry Co.,Ltd. is hitting two consecutive daily limits, while ACM Research Shanghai and Shenzhen Nan Circuit rose over 4%, Transsion Holdings and Industrial Fulian gained more than 3%, with Wus Printed Circuit and Shengyi Technology following suit.
On the news front, as the iPhone 17 triggers global purchasing frenzy with its ultra-light 165-gram body and 5000mAh extended battery life, OpenAI's collaboration agreement with Luxshare Precision Industry Co.,Ltd. further outlines the industry's future landscape. This "always-on AI companion" device planned for 2026 launch marks consumer electronics' transition from the smartphone-dominated era to a new cycle defined by AI-native hardware.
Electronics ETF fund manager Cao Xuchen noted that OpenAI's collaboration with Luxshare Precision Industry Co.,Ltd. on AI edge computing easily reminds investors of ByteDance's Doubao rally at the end of last year. Combined with strong iPhone 17 sales and consecutive surges in Apple's US stock price, A-share Apple supply chain stocks now have fundamental support from a reflection perspective. Therefore, the Apple supply chain may see market performance. Data shows that as of the end of August, Apple supply chain stocks accounted for 43.34% of the Electronics ETF (515260) constituent stock weights.
Creating "chip" technology, hardcore rise! For positioning in "consumer electronics + semiconductor chips," we recommend focusing on Electronics ETF (515260) and its feeder funds (Class A: 012550 / Class C: 012551). The underlying index combines "consumer electronics + semiconductor chips" in one package, gathering hot industries including AI chips, automotive electronics, 5G, cloud computing, and printed circuit boards (PCB). The top ten weighted stocks include leading companies like "Ji Lian Hai" (Cambricon, Industrial Fulian, Hygon Information).
Risk Warning: Electronics ETF and its feeder funds passively track the CSI Electronics 50 Index. The index base date is December 31, 2008, published on July 22, 2009. Index constituent stocks are adjusted timely according to index compilation rules, and historical backtesting performance does not predict future index performance. Individual stocks and index constituent stocks mentioned in this article are for display purposes only. Stock descriptions do not constitute any form of investment advice, nor do they represent holdings information and trading movements of any fund under the management company. The fund management company assesses the Electronics ETF risk level as R3-Medium Risk, suitable for balanced (C3) and above investors. Suitability matching opinions are subject to sales institutions. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, any form of expression, etc.) is for reference only. Investors must be responsible for any autonomous investment decisions. Furthermore, any views, analyses, and predictions in this article do not constitute investment advice to readers in any form, nor do they bear any responsibility for direct or indirect losses caused by using the content of this article. Fund investment carries risks. Past performance of funds does not represent future performance. Performance of other funds managed by the fund management company does not constitute a guarantee of fund performance. Fund investment should be approached with caution.
MACD golden cross signal formed, these stocks show good upward momentum!