七部门联合发布《终端设备直连卫星服务管理规定》，5GETF(159994)表现亮眼

Group 1 - The core viewpoint of the news highlights the strong performance of the 5G communication sector, driven by optimistic market expectations and regulatory support for direct satellite services [1] - The CSI 5G Communication Theme Index (csi931079) showed active trading with an intraday increase of 3.0%, while the 5GETF (159994) also performed well, reaching an intraday rise of 2.94% [1] - The newly released regulations on direct satellite services by the National Internet Information Office and other departments emphasize safety, development, and innovation, which are expected to further promote the growth of the 5G communication sector [1] Group 2 - The electronics industry is experiencing a favorable shift, with an overweight ratio of 7.3% and the semiconductor sector benefiting from a recovery in fundamentals and significant technological breakthroughs [2] - The consumer electronics sector is seeing increased demand due to national subsidy policies, leading to potential valuation recovery [2] - AI-driven products, such as the AI Agent Manus, are expected to transform the market, with AI glasses anticipated to become a new growth point in the consumer electronics sector [2]