20cm速递｜科创芯片ETF国泰（589100）盘中飘红，智能眼镜与半导体设备突破引关注

Group 1 - The global smart glasses market is expected to see a year-on-year shipment increase of 110% in the first half of 2025, with a compound annual growth rate of over 60% from 2024 to 2029, where AI smart glasses will account for 78% of the market [1] - Meta holds a 73% market share with its Ray-Ban series, while new brands like Xiaomi and RayNeo are accelerating market expansion [1] - Domestic semiconductor equipment has achieved dual breakthroughs, including the mass production of 28nm electron beam measurement equipment by Wuxi Gexin Yuedong Technology, filling a domestic technology gap, and the first commercial electron beam lithography machine "Xizhi" entering the testing phase with a minimum line width of 8nm, providing key technical support for quantum chip research and development [1] Group 2 - The electronic industry is in a mild recovery phase, with steady demand growth in AI servers, AIOT, and equipment materials, while the self-controllable capability of the semiconductor industry chain continues to improve [1] - The Guotai Science and Technology Chip ETF (589100) tracks the Science and Technology Chip Index (000685), which can have a daily fluctuation of up to 20%, reflecting the overall performance of listed companies in the semiconductor sector [1] - The Science and Technology Chip Index consists of 50 constituent stocks, focusing on high-growth potential and technological breakthroughs in semiconductor enterprises, showcasing the trend of self-controllable development in China's semiconductor industry [1]