7月29日(ri)，消電(dian)ETF（561310）漲超1.1%。

國(guo)(guo)金證券指出(chu)，電(dian)子與半(ban)導體行業呈現多(duo)領域高景氣(qi)(qi)態勢。AI-PCB產(chan)業鏈需求強勁，多(duo)家公(gong)司訂單飽滿且加速(su)擴(kuo)(kuo)產(chan)，覆銅板廠商(shang)受(shou)益于(yu)英(ying)偉達GB200及(ji)(ji)ASIC芯片放(fang)量，AI服(fu)務器及(ji)(ji)交換機轉(zhuan)向M8材料并有(you)望升(sheng)級(ji)至M9，大(da)陸(lu)龍(long)頭因(yin)(yin)海外擴(kuo)(kuo)產(chan)緩慢顯(xian)著(zhu)受(shou)益。半(ban)導體自主可控邏(luo)輯(ji)持續強化(hua)(hua)，設備、材料國(guo)(guo)產(chan)化(hua)(hua)加速(su)，存(cun)儲板塊(kuai)受(shou)HBM產(chan)能緊缺及(ji)(ji)利基型DRAM國(guo)(guo)產(chan)替代驅動，價格預計(ji)季增15%-20%。消(xiao)費電(dian)子中(zhong)折疊(die)屏創新催(cui)化(hua)(hua)密(mi)集(ji)，封測環節因(yin)(yin)先進封裝需求旺盛及(ji)(ji)HBM突(tu)破(po)迎來投資(zi)機會。整(zheng)體行業景氣(qi)(qi)度同比大(da)幅上行，汽車、工控及(ji)(ji)AI放(fang)量推(tui)動三季度延續高景氣(qi)(qi)。

消(xiao)電(dian)(dian)(dian)(dian)(dian)ETF（561310）跟蹤的(de)是(shi)消(xiao)費電(dian)(dian)(dian)(dian)(dian)子(zi)指數（931494），該指數從市(shi)場中(zhong)選取(qu)涉及智能手機、家用電(dian)(dian)(dian)(dian)(dian)器、個人(ren)電(dian)(dian)(dian)(dian)(dian)腦及配件(jian)等消(xiao)費電(dian)(dian)(dian)(dian)(dian)子(zi)相關業(ye)務的(de)上(shang)市(shi)公司(si)(si)證(zheng)券作為指數樣本，以反映消(xiao)費電(dian)(dian)(dian)(dian)(dian)子(zi)行業(ye)上(shang)市(shi)公司(si)(si)證(zheng)券的(de)整體表(biao)現(xian)。消(xiao)費電(dian)(dian)(dian)(dian)(dian)子(zi)指數成(cheng)分(fen)股多為具備較強(qiang)成(cheng)長性和(he)創新能力(li)的(de)企業(ye)，能夠較好地體現(xian)消(xiao)費電(dian)(dian)(dian)(dian)(dian)子(zi)行業(ye)的(de)發展趨勢和(he)市(shi)場動態。

沒有(you)股票賬(zhang)戶的投資者可關(guan)注(zhu)國(guo)泰(tai)中(zhong)證消(xiao)(xiao)費電(dian)子主(zhu)題ETF發起聯(lian)接(jie)A（014906），國(guo)泰(tai)中(zhong)證消(xiao)(xiao)費電(dian)子主(zhu)題ETF發起聯(lian)接(jie)C（014907）。

注：如(ru)提及(ji)(ji)個(ge)股僅供(gong)參考(kao)(kao)(kao)，不(bu)代表投(tou)資(zi)建議(yi)。指數/基(ji)金短期(qi)漲跌(die)幅及(ji)(ji)歷史表現(xian)僅供(gong)分(fen)析參考(kao)(kao)(kao)，不(bu)預示未來表現(xian)。市(shi)場觀點隨(sui)市(shi)場環境(jing)變化而變動，不(bu)構(gou)成任何(he)投(tou)資(zi)建議(yi)或(huo)承諾。文中提及(ji)(ji)指數僅供(gong)參考(kao)(kao)(kao)，不(bu)構(gou)成任何(he)投(tou)資(zi)建議(yi)，也不(bu)構(gou)成對基(ji)金業績的預測和保證。如(ru)需(xu)購買相(xiang)關基(ji)金產品(pin)，請選擇與風(feng)險(xian)等級相(xiang)匹配的產品(pin)。基(ji)金有風(feng)險(xian)，投(tou)資(zi)需(xu)謹慎。