OpenAI牵手立讯精密，消费电子ETF、电子ETF、电子50ETF涨超4%

Group 1 - The consumption electronics sector is experiencing significant growth, with various ETFs tracking this sector showing substantial year-to-date increases, such as the Consumption Electronics ETF from E Fund, which has risen by 55.69% [2] - Major companies in the consumption electronics ETF include Luxshare Precision, Industrial Fulian, and Semiconductor Manufacturing International Corporation, with a notable "fruit chain" component making up 38.29% of the index [2][3] - OpenAI has reportedly partnered with Luxshare Precision to produce future OpenAI devices, including smart glasses and audio recording devices, which could drive demand in the consumption electronics sector [3] Group 2 - Apple has requested Luxshare Precision to increase the daily production of the iPhone 17 standard version by approximately 40% due to strong pre-sale performance, indicating robust demand for the product [4] - Goldman Sachs has noted that the delivery times for all iPhone 17 models are longer than previous versions, with the standard version experiencing an average wait time of 27 days in mainland China, suggesting strong consumer interest [4] - The semiconductor and consumption electronics sectors are expected to continue their recovery, with projected revenue growth of 19.2% and net profit growth of 29.0% for 467 companies in the electronics sector in the first half of 2025 [5]