抢滩AI眼镜！华为、小米等大厂涌入！受益端侧AI发展，科创人工智能ETF（589520）盘中涨逾1．4%

Group 1: AI Industry Trends - The AI glasses market is emerging as a "dark horse" in the consumer electronics sector, with a projected shipment of 2.907 million units in China by 2025, representing a year-on-year growth of 121.1% [3] - Key factors driving the rapid development of the AI glasses market include the deep integration of AI large models with augmented reality technology, government subsidies enhancing product cost-effectiveness, and leading manufacturers accelerating product iterations [3] - Major brands like Xiaomi, Huawei, and ByteDance are entering the AI glasses market, with companies like Lingban Technology and DPVR innovating in the niche segment [3] Group 2: Investment Opportunities in AI - The domestic AI industry chain is seeing significant investment interest, as evidenced by the performance of the Science and Technology Innovation Artificial Intelligence ETF (589520), which has seen a trading increase of over 1.4% recently [1] - The ETF has attracted a total of 81.98 million yuan in capital over the past 60 days, indicating strong investor confidence in domestic alternatives and edge AI development [1] - The ETF's top ten holdings account for over 67% of its weight, with semiconductor stocks making up nearly half, suggesting a strong offensive position in the market [4]