Sou Hu Cai Jing·2025-08-28 06:03Group 1 - The consumer electronics sector has shown strong performance, with stocks like SMIC rising over 13%, Cambricon increasing over 7%, and Lattice Semiconductor up over 5% [1] - Several ETFs tracking the CSI Consumer Electronics Theme Index have also risen by more than 2% [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, reflecting the overall performance of the consumer electronics sector [2] Group 2 - Recent mid-year reports from companies in the consumer electronics supply chain have positively impacted the sector [2] - Analysts believe the long-term growth logic of the consumer electronics sector remains solid, with clear trends in AI innovation [2] - Leading companies in the domestic supply chain, characterized by strong R&D capabilities and a solid fundamental base, are expected to benefit significantly from the wave of AI terminal innovations [2]