看好端侧AI创新成长！消费电子ETF（159732）跌3%，顺络电子跌6%

Group 1 - A-shares experienced a collective decline, with the Shanghai Composite Index dropping by 0.84% during the trading session, while sectors such as soft drinks, forestry, and highways showed gains [1] - The consumer electronics sector faced a downturn, with the Consumer Electronics ETF (159732) falling by 3.17%, and key stocks like Desay SV Automotive, Shunluo Electronics, and Sanhuan Group declining by 8.94%, 6.85%, and 6.12% respectively [1] - Some individual stocks showed positive movement, with Wentai Technology increasing by 5.55% and Heertai rising by 2.10% [1] Group 2 - The penetration rate of AI smartphones is projected to rise from 34% in 2025 to 53% by 2028, indicating a significant growth trend in the market [3] - The Chinese smart glasses market is expected to see retail sales reach nearly 1.4 million units in 2025, representing a year-on-year increase of 216% [3] - The global AI application terminal market is experiencing continuous growth, with the consumer electronics industry benefiting from the synergy of AI technology and the national replacement cycle [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with a focus on electronic manufacturing and optical optoelectronics [3]