头部企业加速布局AI眼镜！消费电子ETF（159732）上涨2.16%

Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.62% during the session. The energy equipment, precious metals, and heavy machinery sectors led the gains, while coal and forestry sectors experienced declines [1] - The Consumer Electronics ETF (159732) showed significant strength, rising by 2.16%. Key component stocks such as Lianxu Electronics, Visionox, and Baiwei Storage saw increases of 8.32%, 7.11%, and 6.27% respectively, indicating strong performance in the consumer electronics sector [1] Group 2 - Meta launched the monocular full-color AR glasses, Meta Celeste, in September 2025, while Apple is expected to release AI glasses, Apple Glass, in 2026. Domestic manufacturers like Xiaomi, Baidu, and Huawei are also entering the market [3] - According to WellsennXR data, global AI glasses sales are projected to reach 1.52 million units in 2024, 3.5 million units in 2025, 60 million units by 2029, and potentially 1.4 billion units by 2035. This indicates a significant growth trajectory for the AI glasses market [3] - Shanghai Securities noted that AI glasses represent a form of edge AI and are at the beginning of a new consumer electronics cycle. The combination of technology and lifestyle changes, along with decreasing costs and improved ecosystems, is expected to drive industry growth [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]