Today (May 21), the electronic sector continued its strong performance, with the electronic ETF Hwabao (515260), which focuses on core leaders in the electronic sector, gapping up significantly, rising over 2.5% in the morning session and currently up 1.2%, setting a new historical high! Accompanied by a hot market, funds are actively rushing to buy, with data showing that this ETF attracted 9.08 million yuan in a single day yesterday, and there has been net inflow of funds on 4 out of the last 5 trading days.
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In terms of constituent stocks, the panel leader BOE A and TCL Technology hit the daily limit; the printed circuit board leader Pegatron Holdings rose over 9%, and Shenzhen South Circuit rose over 6%; the semiconductor leader Montage Technology rose over 6%, and Haiguang Information rose over 4%; the consumer electronics leader Luxshare Precision rose over 2%.
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On the news front, Nvidia announced strong financial results, significantly exceeding market expectations, and is expected to start shipping Vera Rubin in the second half of the year. Nvidia reported first-quarter results that not only surpassed analysts' expectations in both revenue and profit but also provided a better-than-expected outlook for the second quarter. The data center business had quarterly revenue of $75.2 billion, nearly doubling from the same period last year; the company authorized an additional $80 billion in stock buybacks and raised its quarterly dividend to $0.25 per share. Jensen Huang stated that production and shipment of the next-generation rack-level AI system Vera Rubin is expected to begin in the second half of this year.
In addition, the Google Developer Conference is in full swing, launching AI search, code generation, video models, and AI glasses, introducing new AI programming tools and the Gemini 3.5 Flash model, claiming to be the strongest programming model to date.
Data shows that the electronic ETF Hwabao (515260) targets an index that covers popular technology concepts. As of the end of April, the weightings of Apple, Nvidia, and Google's industrial chain were 47.34%, 28.56%, and 24.57%, respectively, deeply binding the growth dividends of global technology leaders, and is expected to benefit from the expansion and technological innovation of tech giants.
In terms of performance, in the first quarter of this year, over 80% of the 50 constituent stocks of the electronic ETF Hwabao (515260) achieved profitability, with 29 stocks achieving double-digit year-on-year growth in net profit attributable to the parent company, and 11 stocks with year-on-year growth rates exceeding 100%. CITIC Securities expressed optimism about the excess return potential of the electronic industry in the next six months, expecting the AI market to begin to diverge in Q2, and recommending attention to passive components and changes in the consumer electronics segment related to AI business
Looking ahead, CITIC Securities is optimistic that &#34;price increases + AI + self-control&#34; is expected to become a strong main line throughout the year for the electronics sector. The prospects for the electronics industry are expected to continue, with AI remaining the biggest driving force, as overseas computing power and domestic computing power grow in resonance, and the expansion of advanced logic/storage is expected to accelerate. Firmly optimistic about the overall future market of the electronics sector.
【Embrace technology giants and seize development opportunities】
Electronic ETF Hwabao (515260) and its linked funds (Class A: 012550/Class C: 012551) passively track the CSI Electronic 50 Index, heavily investing in the semiconductor and consumer electronics industries, gathering popular sectors such as AI chips, automotive electronics, 5G, and printed circuit boards (PCB). The weighted stocks include Luxshare Precision, Cambricon, Industrial Fulian, and SMIC, among others. At the same time, this ETF is a margin trading + interconnection target, serving as an efficient tool for one-click layout of core assets in the electronics sector.
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Risk Warning: The Electronic ETF Hwabao passively tracks the CSI Electronic 50 Index, which has a base date of December 31, 2008, and was published on July 22, 2009. The composition of the index constituents is adjusted in a timely manner according to the index compilation rules, and its historical performance does not indicate future performance of the index. The individual stocks and index constituents mentioned in this article are for display purposes only; descriptions of individual stocks do not constitute any form of investment advice, nor do they represent the holdings or trading trends of any funds managed by the manager. The fund manager assesses the risk level of the Electronic ETF as R3 - medium risk, suitable for balanced (C3) investors and above; suitability matching opinions should be based on the sales institution. Any information appearing in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, any form of expression, etc.) is for reference only, and investors must be responsible for any investment decisions made independently. Furthermore, any opinions, analyses, and forecasts in this article do not constitute any form of investment advice to the reader, nor does it bear any responsibility for any direct or indirect losses caused by the use of this article's content. Fund investments carry risks, the past performance of funds does not represent their future performance, and the performance of other funds managed by the fund manager does not constitute a guarantee of fund performance; fund investments should be made with caution.

000725

515260

Hwabao WP CSI Electronic ETF (515260) rose over 2.5% in early trading today, reaching a new historical high, with a single-day capital inflow of 9.08 million yuan. Component stocks such as BOE performed strongly, and NVIDIA released a strong financial report, expecting to ship new products in the second half of the year. The electronic ETF covers popular technology concepts, with over 80% of component stocks profitable, and is expected to achieve excess returns in the next six months

同壁财经

Hwabao WP CSI Electronic 50 ETF

TCL TECH.

Avary Holding

Montage Technology

Hygon Information Technology

LUXSHARE-ICT

NVIDIA

Alphabet

Apple

中证1000

Cambricon

SMIC

MONTAGE TECH

NVIDIA Corporation

Alphabet - C

SMIC HK SDR 5to1

Gap up and surge, reaching a new high! Hwabao WP CSI Electronic ETF rose over 2.5% in the morning session! Funds actively rushed to buy, with 515260 attracting 9.08 million yuan in a single day! BOE hit the daily limit!