消电ETF（561310）涨超3.2%，端侧AI Agent受关注

Group 1 - The core viewpoint is that AI demand remains strong, with TSMC indicating that AI demand is even stronger than expected three months ago, leading to tight AI capacity and ongoing efforts to increase Cowos capacity by 2026 [1] - The AI wave is driving an explosion in computing power demand, significantly increasing the value in sectors such as servers, AI, optical modules, storage, and PCBs [1] - Global shipments of AR smart glasses are expected to grow by 50% year-on-year in the first half of 2025, highlighting the immense potential of edge AI, with headphones and glasses likely to become important carriers of edge AI agents [1] Group 2 - The Consumer Electronics ETF (561310) tracks the Consumer Electronics Index (931494), which selects listed companies involved in the manufacturing of smartphones, home appliances, wearable devices, and related industries to reflect the overall performance of the consumer electronics sector [1] - The index is characterized by high technological content and growth potential, effectively representing the overall development trend of the consumer electronics industry [1]