Apple(US:AAPL) Xin Lang Cai Jing·2025-09-11 02:52Group 1 - Apple launched the iPhone 17 series and Air, along with AI-supported real-time translation features in AirPods Pro 3, which currently does not support Chinese [1] - The release of AI headphones by Apple is expected to drive growth in the consumer electronics sector, with predictions indicating that AI headphone sales in China's traditional e-commerce channels will reach 1.527 million units in 2025, a year-on-year increase of over 300% [1] - Meta is expected to unveil AI glasses during its Connect conference on September 18, which may further boost market interest in AI glasses [1] Group 2 - As of September 11, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 3.08%, with significant gains in constituent stocks such as Jingwang Electronics (10.00%) and Industrial Fulian (9.93%) [2] - The Consumer Electronics ETF (561600) increased by 3.01%, with a recent price of 1.13 yuan, and has seen a cumulative increase of 24.15% over the past month [2] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and consumer electronics brand design, with the top ten weighted stocks accounting for 54.8% of the index [2]