On the last trading day of this year, the consumer electronics sector collectively went up and set off a rising tide, with cameras, mini LEDs, and MR headsets leading the gains. 5GETF (515050) holds Goertek shares with a daily limit, and Pengding Holdings, Crystal Optoelectronics, Zhenlei Technology, and Xinwei Communications followed up.
CICC believes that looking forward to 2024, the smartphone market is expected to recover moderately, and the PC market may usher in bright growth. In addition, AR VR, AIPC AI mobile phones and other terminals are also expected to drive consumer electronics into a new round of product innovation cycle.
In the past five trading days, 5getf (515050) has received a net inflow of 42.46 million yuan. According to the data, 5GETIF (515050) is the largest 5G communication theme ETF in the whole market, and the style is biased towards the first growth. The constituent stocks not only cover computing infrastructure sectors such as optical modules (CPO), PCB, semiconductors, and consumer electronics, but also have a high weight in 5G application scenarios such as autonomous driving, cloud computing, and the Internet of Things. There are many popular stocks such as Lixun Precision, Goertek, Accelink, Zhongji Innolight, Tianfu Communication, Xin Yisheng, Montnets Technology, Fiberhome Communication, and Unisplendour. (Joining**Class A: 008086 Class C: 008087).
The content and data are for reference only and do not constitute investment advice. AI technology strategy is provided for Youlian Cloud.