消费电子概念股走强，多只相关ETF涨超3%

Group 1 - The consumer electronics sector has shown strong performance, with Luxshare Precision hitting the daily limit, and both Industrial Fulian and GoerTek rising over 7% [1] - Several ETFs tracking the CSI Consumer Electronics Theme Index have increased by over 3% [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production, brand design, and manufacturing in the consumer electronics sector, reflecting the overall performance of these securities [2] Group 2 - Institutional analysis indicates that 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 robust engineering talent pool, are expected to benefit significantly from the wave of AI terminal innovations [2]