Electronic ETF mid-day post | Is the electronic sector making a comeback? Huawei + Apple have successively launched new products, with the electronic ETF (515260) combining consumer electronics + semiconductors rising by over 1% during the trading day
The electronic ETF (515260) rose by over 1% in the morning session on September 13, influenced by the release of new products from Huawei and Apple. Stocks such as Shanghai Electric and Pengding Holdings performed strongly, rising by 5.97% and 5.05% respectively. Shenwan Hongyuan pointed out that the innovation of the Apple iPhone 16 series met expectations, while Huawei's Mate XT foldable screen product overcame technical challenges, bringing surprises. The electronic ETF closely tracks the Electronic 50 Index, covering the semiconductor and consumer electronics sectors, making it suitable for investors bullish on related industries to pay attention to
On September 13, as of 10:15 am, the electronic sector showed strong performance, with Shanghai Electric Power leading the gains by 5.97%, Pengding Holdings rising by 5.05%, and Cambricon Technologies-U up by 3.66%. In terms of popular ETFs, the electronic ETF (515260) combining consumer electronics and semiconductors surged in the morning session, with an intraday high of up to 1.43%, currently up by 0.79%, and reclaiming the 5-day moving average during the session.
Regarding the new products released by Huawei and Apple this time, Shenwan Hongyuan stated that the overall innovation of the Apple iPhone 16 series is quite in line with expectations. In terms of hardware function updates, including improvements in camera functions and chip performance, compensation for heat dissipation, and preparation for AI software. In addition, Apple's newly released noise-canceling headphones are also very eye-catching. The Huawei Mate XT extraordinary master three-fold screen product can be said to bring a "new species" to the industry. Although the initial volume is expected to be less than a million units, the innovative significance of the product is outstanding, especially as it has overcome the mass production difficulties of OLED screens and hinge double folding technology for the first time, bringing great surprises to consumers and technology investors.
In terms of layout tools, the electronic ETF (515260) closely tracks the electronic 50 index, covering semiconductor chips and the Apple industry chain. As of the end of the second quarter, it includes 40% of "chip" and 25% of "fruit", comprehensively covering leading companies in hot industries such as AI chips, consumer electronics, automotive electronics, 5G, cloud computing, etc., providing a one-click layout of A-share electronic core assets. Investors who are optimistic about the development opportunities in consumer electronics and semiconductors may focus on this
