The Electronics ETF (515260), which aggregates core leaders in the electronics sector, showed strong activity at high levels today (February 9th), with its intraday gain reaching up to 2.72%. It is currently up 2.57%, having reclaimed its 5-day and 60-day moving averages during the session.
Among its constituent stocks, Verisilicon Microelectronics(Shanghai)Co.,Ltd. led the gains, surging over 15%. Nexchip Semiconductor Corporation and Sanan Optoelectronics rose more than 7%, while JCET Group, GigaDevice Semiconductor, and Montage Technology gained over 5%. Stocks such as Silan Microelectronics, Cambricon Technologies, and Shengyi Technology also followed the upward trend.
Positive news emerged from the supply chains of Apple, NVIDIA, and Google: 1. Regarding the Apple supply chain, renowned tech leaker Mark Gurman reported that the iPhone 17e is expected to be officially launched via a press release in the middle to late part of this month. Positioned as an "affordable option," this new model will succeed last year's iPhone 16e, continuing the mission of making iPhones accessible to more users. 2. Concerning the NVIDIA supply chain, NVIDIA is collaborating with Tower Semiconductor to develop a 1.6T silicon photonics module. Industry insiders indicated that this partnership is a strong signal that data center interconnectivity is entering its next growth phase. The expansion speed of AI clusters is so rapid that the limiting factor is increasingly becoming the efficiency of data movement between GPUs, switches, and racks. 3. For the Google supply chain, Alphabet, Google's parent company, reported strong quarterly results, with both revenue and profit exceeding expectations. Concurrently, the company announced a capital expenditure guidance for 2026 reaching a staggering $175-185 billion, nearly double previous market expectations and equivalent to over 30% of the total data center capital expenditure of major global tech giants in 2023.
Guojin Securities pointed out that the number of ASICs for Google, Amazon, Meta, OpenAI, and Microsoft is set for explosive growth in 2026-2027. Robust AI demand is driving increases in both the price and volume of PCBs. Currently, many AI-PCB companies have strong order books and are actively expanding production, suggesting that high performance growth is likely to continue. The firm remains optimistic about AI PCBs, core computing hardware, semiconductor equipment, and the Apple supply chain.
Embrace tech giants to seize developmental opportunities! The underlying index of the Electronics ETF covers popular tech themes. As of the end of January, the weightings for the Apple, NVIDIA, and Google supply chains were 45.19%, 27.87%, and 21.85% respectively, deeply linking the fund to the growth dividends of global tech leaders and positioning it to benefit from industrial expansion and technological innovation by these giants.
For investment tools, the Electronics ETF (515260) and its feeder funds (Class A: 012550 / Class C: 012551) passively track the SSE Electronic 50 Index, heavily weighting the semiconductor and consumer electronics industries. It aggregates hot industries such as AI chips, automotive electronics, 5G, and printed circuit boards (PCBs), with major holdings including Luxshare Precision, Cambricon Technologies, Industrial Fulian, and SMIC. Furthermore, this ETF is eligible for margin trading and is a Stock Connect security, making it an efficient tool for a one-stop investment in the core assets of the electronics sector.
ETF fee information: Agents for the subscription and redemption of the Electronics ETF may charge a commission of up to 0.5%. On-market trading fees are subject to the rates charged by securities firms. Electronics ETF Feeder Fund Class C does not charge a subscription fee; the redemption fee is 1.5% within 7 days and 0% for 7 days (inclusive) or more; the sales service fee is 0.2%. For Electronics ETF Feeder Fund Class A, the subscription fee is 1% for amounts below 1 million yuan, 0.6% for 1 million (inclusive) to 2 million yuan, and a flat fee of 1,000 yuan per transaction for 2 million yuan (inclusive) or more; the redemption fee is 1.5% within 7 days, 0.1% for 7 days (inclusive) to 30 days, and 0% for 30 days (inclusive) or more; no sales service fee is charged.
A MACD golden cross signal has formed, indicating positive momentum for these stocks.