garampoker| Institutions are optimistic about AI investment! Chip ETFs and consumer electronics ETFs continue to slump, and funds buy against the trend

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In early trading, the three major A-share indices fluctuated within a narrow range, and real estate stocks rose during the session. The growth style of science and technology remains sluggish, and chip and consumer electronics stocks are divided and lower. As of 10:55, Lixun Precision, TCL Technology, and Jingsheng Electromechanical all rose by more than 1%, Loongson Zhongke fell by 3%, and Zhaoyi Innovation and Beifang Huachuang fell by more than 1%. The chip ETF (159995) fluctuated lower, and the consumer electronics ETF (159732) received a net additional position of more than 6000W in funds for seven consecutive trading days.

Data show that the chip ETF (159995) tracks the CSI chip index, and 30 constituent stocks gather leading companies in materials, equipment, design, manufacturing, packaging and testing in the A-share chip industry, including SMIC, Tongfu Microelectronics, Changdian Technology, Northern Huachuang, etc. The Consumer Electronics ETF (159732) tracks the National Securities Consumer Electronics Index and mainly invests in 50 A-share listed companies whose businesses involve the consumer electronics industry. The industry is mainly distributed in mainstream sectors with high market attention such as electronics manufacturing, semiconductors, and optical optoelectronic electronics. From the perspective of the industrial chain, consumer electronics account for the highest proportion of downstream demand for chips, exceeding 60%.

Minsheng Securities said that the release of OpenAI's GPT-4o marks the further development of AI assistant technology. It is free to use and has improved performance, indicating the acceleration of terminal and reasoning requirements. AIPhone is on the verge of becoming a new growth engine for consumer electronics. Not only AI, the performance of some semiconductor white horses has stabilized at the bottomgarampoker; PCBs, storage and panels are both cyclical and growing, giving birth to new opportunities.