高通发布AI加速计划，携手立讯、华勤！果链含量43%的电子ETF（515260）拉升1.5%创新高，近10日吸金3.7亿元

新浪基金2025-09-25

接着奏乐接着舞！今日（9月25日）覆盖半导体+苹果产业链的电子ETF（515260）场内价格盘中拉升1.56%，现涨0.85%，持续刷新上市以来的高点！　　上交所数据显示，电子ETF（515260）近10日吸金3.7亿元，反映资金看好板块后市，积极进场抢筹！值得关注的是，截至9月24日，电子ETF（515260）最新规模9.32亿元，为同标的指数规模最大的ETF。　　成份股方面，浪潮信息涨停，...

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The electronic ETF (515260) with a fruit chain content of 43% rose 1.5% to a new high, attracting 370 million yuan in gold in the past 10 days","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159997":1.5,"515260":1.5,"QCOM":1.5},"content_text":"接着奏乐接着舞！今日（9月25日）覆盖半导体+苹果产业链的电子ETF（515260）场内价格盘中拉升1.56%，现涨0.85%，持续刷新上市以来的高点！\n　　上交所数据显示，电子ETF（515260）近10日吸金3.7亿元，反映资金看好板块后市，积极进场抢筹！值得关注的是，截至9月24日，电子ETF（515260）最新规模9.32亿元，为同标的指数规模最大的ETF。\n　　成份股方面，浪潮信息涨停，晶合集成涨超11%，华勤技术、纳思达涨超8%，中科曙光涨逾6%，海光信息、领益智造等个股跟涨。\n\n　　消息面上，9月24日，2025骁龙峰会·中国正式启幕，高通公司携手电子ETF（515260）标的指数成份股华勤技术、立讯精密等公司，共同开启“AI加速计划”。\n　　高通公司表示，全球范围内正兴起个人AI、物理AI和工业AI三大发展趋势，通过“AI加速计划”，高通将携手中国合作伙伴，在智能手机上实现更多AI赋能的功能和优化，将智能体AI的体验引入更多终端，同时与中国的模型提供商和开发者合作，共同推动更多AI应用案例的探索与落地。\n　　华创证券认为，AI正在推动电子产业链价值重塑，以AI算力需求爆发为代表的趋势使电子产业链迎来新的增长空间。电子行业目前仍处于创新阶段，未来将经历终端创新突破、业绩释放、利润爆发等阶段，实现快速发展。\n　　电子ETF基金经理曹旭辰指出，OpenAI跟立讯精密合作AI端侧，很容易联想到去年底的字节豆包行情。叠加iphone 17销量较好，美股苹果股价接连大涨，从映射的角度A股果链也有了基本面支撑。所以果链可能会有行情表现。数据显示，截至8月底，电子ETF（515260）成份股中，苹果产业链个股权重占比达43.34%。\n　　【创“芯”科技，硬核崛起】\n　　覆盖半导体+苹果产业链的电子ETF（515260）及其联接基金（A类：012550 / C类：012551）被动跟踪电子50指数，重仓半导体、消费电子行业，汇聚AI芯片、汽车电子、5G、云计算、印制电路板（PCB）等热门产业，前十大权重股囊括市场热议的“纪连海”（寒武纪、工业富联、海光信息）。\n\n　　风险提示：电子ETF及其联接基金被动跟踪中证电子50指数，该指数基日为2008.12.31，发布于2009.7.22，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估电子ETF的风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。\n\nMACD金叉信号形成，这些股涨势不错！\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨赐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation,productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2570635990","isCrawlerRequest":true}