2 1 Shi Ji Jing Ji Bao Dao·2025-10-24 02:45Group 1 - The technology sector experienced a strong rebound, with the Consumer Electronics 50 ETF (159779) rising by 2.68%. Key stocks such as Lixun Precision and Chipone Technology saw increases of over 6%, while Luxshare Precision rose by 5.1% [1] - According to IDC, the global smart glasses (AI glasses) market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2%. The market is expected to exceed 40 million units by 2029, with China's market share steadily increasing and a compound annual growth rate (CAGR) of 55.6% from 2024 to 2029 [1] - In terms of funding, 12 AI glasses concept stocks had a net inflow of over 1 billion yuan in the first three quarters of this year, with Lixun Precision leading at 5.007 billion yuan [1] Group 2 - Guotai Junan Securities believes that AI glasses are poised to reshape the smart glasses industry, driving it into an explosive growth phase. The success of Meta has validated the feasibility of lightweight design and consumer pricing, pushing the industry towards a breakout [2] - Domestic manufacturers such as Huawei, Rokid, and Xiaomi are expected to achieve a 188% increase in sales of AI glasses in the Chinese market by 2025, driven by ecosystem collaboration, technological iteration, and cost optimization [2] - The Consumer Electronics 50 ETF (159779) tracks the CSI Consumer Electronics Theme Index, which includes 50 listed companies involved in component production and consumer electronics design and manufacturing [2]