Group 1 - The market is showing increased interest in the virtual reality sector, as evidenced by VRETF (159786) reaching a peak intraday increase of 2% [1] - The upcoming VR/AR industry expo in Shanghai in May 2025 will focus on XR industry development and AI glasses, which are gaining traction in the consumer electronics market [1] - AI glasses are projected to become a major consumer electronics terminal with over 100 million units shipped, indicating a significant market potential [1] Group 2 - Concerns regarding the impact of multiple rounds of tariff increases by the U.S. on the consumer electronics supply chain have emerged, but a balance is likely to be found [2] - Despite the short-term disruptions caused by tariffs, China's strong manufacturing capabilities are expected to ensure the stability of the consumer electronics supply chain [2] - The current valuation of the consumer electronics supply chain is at a historical low, suggesting potential for upward movement in performance and valuation [2]
中国上海将举办VR/AR产业博览会，AI眼镜或成消费电子新热点，VRETF(159786)盘中涨超2%
Sou Hu Cai Jing·2025-05-06 05:52