Consumer electronics welcoming the wind?Technology ETF (515000) has attracted more than ten million consecutive days in a row!

Apple and Huawei's autumn new product launch conference is about to be held, and consumer electronic popularity is resurrected. On the morning of September 5th, the hot search of iPhone14 and Huawei Mate50 one after another, "iPhone 14 pre -sale price",#iphone14 has produced more than 34 million units#, "Huawei Mate50 price exposure", #How to look at Huawei to Huawei Mate50 Hard Gang Apple#... The two major mobile phone brands are scrambled to release the new machine's technology Spring Festival Gala will inevitably be wonderful.

CICC said that Huawei and Apple will hold a new product launch conference this week, or will release new products such as flagship mobile phones and watches. It is optimistic that the prosperity of the mobile phone industry chain has continued to rise.

Iphone 14 pre -sale price appears in offline stores

It is reported that the Weibo owner showed out the pre -sale price of iPhone 14 for a certain offline store, starting from the pre -sale price of 6.1 -inch iPhone14, starting from the pre -sale price of 6.7 -inch iPhone 14 Pro Max.

Apple recently announced that the autumn new product launch will be held in the early morning of September 8, Beijing time. People in the industry said that Apple's new iPhone 14 series models will be unveiled. CITIC Securities predicts that Apple will release new products including iPhone 14 series, new Apple Watch, and new AirPods Pro products.

Shen Wanhongyuan reported that Apple plans to release a total of four iPhone 14 models, including 6.1 -inch iPhone 14, 6.7 -inch iPhone 14 MAX, 6.1 -inch iPhone 14 Pro, and 6.7 -inch iPhone 14 Pro Max.

Earlier, some research institutions said that although the iPhone 14 still uses Liu Haiping, the iPhone 14 Pro will adopt a digging hole screen design similar to signs. While upgrading the iPhone 14 series after the digging screen shape, while increasing the recognition, the screen ratio has also increased, and the visual impact is stronger.

In terms of price, some media reported that the iPhone 14 standard version will not increase the price this time. In August, Tianfeng International Analyst Guo Mingzheng said that compared with the average price of the iPhone 13 series, the price of the iPhone 14 series is expected to rise by about 15%to $ 1,000 to $ 1050. This is because the two iPhone 14 Pro models are more expensive and shipments may be higher.

Institution: consumer electronics sector is expected to recover

In terms of consumer electronics, a number of securities firms have suggested to pay attention to the two leading companies in the mobile phone industry.

AVIC Securities believes that in the fourth quarter, it is usually a peak season for mobile phone shipments, and mobile phone manufacturers will start stocking one after another. Recently, the Huawei Mate50 series mobile phone conference, Apple new product launch conference, and other manufacturers will be listed densely, and the consumer electronics sector is expected to recover.

According to CICC, as far as the Apple industry chain is concerned, Apple's new machine stock preparation will still remain high. Considering that the rhythm of stocking in the same period last year was dragged down by overseas public health, the overall view of the 3Q22 fruit chain is expected to continue to rise. As far as the Android industry chain is concerned, it is optimistic about the 2H22 Android mobile phone manufacturers with the bottom of the bottom of the inventory. At the same time, we also pay attention to the background of poor demand, some mobile phone brands have ushered in in some areas. The market share has increased, and the folding screen mobile phone has continued to upgrade iteration. Looking forward to the future, optimistic about the high -quality Android industry chain company to enhance the competitiveness of its internal capabilities. In addition, some Android industry chain companies have also actively expanded to automotive electronics and other fields, bringing new highlights.

CITIC Securities expects that Apple mobile phone shipments in 2022 will be about 230 million units, an increase of 2%year -on -year, and about 90 million new machines in the second half of the year. In terms of other products, it is expected that the innovation point of smart watch lies in the new thermometer function; the new headset innovation point is to use the new main control chip, support non -destructive sound quality playback, and use skin detection sensors to replace optical sensors for ear inspection.

[Technology ETF (515000) has obtained 10 million yuan in net purchase for two consecutive days]

In terms of popular ETF funds, thanks to the continuous heat of consumer electronics, technology ETF (515000) has recently won the favor of funds. On September 5th, the premium of the ETF (515000) in the afternoon of Science and Technology appeared frequently in the afternoon, and the purchase of the market continued to dominate. According to data from the Shanghai Stock Exchange, the total amount of funds from the science and technology ETF (515000) has obtained the total amount of funds in the past two consecutive days of exceeding 10 million yuan. In the past 5th, on the 10th, the net inflow of funds (as of 9.2) on the 20th (as of 9.2).

In terms of the two finances, on September 2nd, the financing purchase volume of ETF (515000) was 2.03 million yuan, and the latest financing balance was 49.64 million yuan.

For investors who have long -term optimistic consumer electronics sector, they may wish to pay attention to the technology ETF (515000), technology ETF tracking and copying the Chinese technology leader index, focusing on the 4 most prospects for A shares (electronics, computers, medicine, communications) 50 leaders For individual stocks, as of September 2, electronics is 44.80%of the largest weight industries, focusing on the core assets of A -share technology, and risk -income characteristics are more balanced than other single -track ETFs.

【A -share top technology ETF Special Tips 丨 Technology ETF: 515000】

The performance continues to be highly pretty, and the valuation has entered the "Historical Extreme Low Division" 2022 interim Report. It is a net profit of 50 component stocks of technology ETF (515000). , 1 increased by more than 10 times, and the overall continued to maintain high prosperity.

2. The index valuation has fallen significantly, and the P / E ratio has a percentage of 10.73%

As of 2022.8.31, the overall PE (TTM) overall PE (TTM) tracked and copied CSI of Technology ETF (515000) was 31.93 times, and the historical percentage was 10.73%, which was still in the underestimated area.

3. "Reconstruction" dynamic "re -balance"

Technology ETF (515000) target index -the latest position adjustment of the CSI Technology Leader Index (CSI931087) in 2022, the index update iterative iteration, complete dynamic re -balance, achieve the effect of "weakening weak" and "high throwing low suction" effect.

Technology ETF (515000) officially took effect on June 13th in 2022. This time the position was incorporated into 17 constituent stocks. SMIC, BOE A, San'an Optoelectronics, etc. will temporarily leave, while Mai Rui Medical, Lixun Precision, and Changchun High -tech will return to this big family. After this position adjustment, the leading attributes of the science and technology were strengthened again. As of June 13, the average market value of the newly included 17 ingredients stocks exceeded 80 billion yuan, the 9 market value exceeded 50 billion yuan, and the market value of Mai Rui medical treatment exceeded 30 billion yuan. Precision exceeds 230 billion yuan.

At this point, the CSI Technology leader index has completed a large change of blood, and the composition stocks have maintained 50 unchanged. Based on the latest disclosure of the PCF list of the Shanghai Stock Exchange, the 17 newly included equity stock weights are estimated to exceed 32%.

4. Investing in technology, technology ETF winning rate is higher

The future of science and technology theme is strong, but the uncertainty of individual stocks is large, and the risk of investing in a certain technology stocks is very high. Everyone may wish to effectively disperse risks by holding a basket of stocks. As of December 31, 2021, the leader of the technology leader has increased by 373.61%since its foundation day. The scientific and technological stocks of 81.15%of the same period of the same period have increased, and the investment win rate is significantly higher than that of a separate investment in a technology stock.

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