端侧AI未来四年或激增万亿元！消费电子ETF（159732）布局产业新主线

Market Performance - On November 7, the A-share market saw a collective decline in the three major indices, with the Shanghai Composite Index dropping by 0.25% during intraday trading. The basic chemical, oil and petrochemical, and retail trade sectors showed positive performance, while the computer and electronics sectors experienced significant declines [1]. Consumer Electronics Sector - The Consumer Electronics ETF (159732.SZ) fell by 1.33% as of 10:13 AM, with key component stocks such as Anker Innovation down by 3.77%, Jabil Circuit down by 3.69%, and Sanan Optoelectronics down by 3.51%. However, some individual stocks like Rainbow Technology and TCL Technology saw increases of 1.36% and 0.93%, respectively [1]. AI Market Growth - According to a forecast by Frost & Sullivan, the global edge AI market is expected to experience exponential growth from 321.9 billion yuan to 1.22 trillion yuan between 2025 and 2029, with a compound annual growth rate (CAGR) of 40%. This growth is attributed to technological advancements and the expansion of application scenarios, particularly in AI smartphones and wearable devices [3]. Domestic AI Hardware Market - As a core manufacturing base and significant market for global AI hardware innovation, China is anticipated to benefit from the release of more edge AI innovative products by overseas technology leaders, which is expected to positively impact the domestic AI smart terminal industry chain [3]. Consumer Electronics ETF Overview - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index and primarily invests in 50 A-share listed companies involved in the consumer electronics industry. The industry is mainly concentrated in high-profile sectors such as electronic manufacturing, semiconductors, and optical optoelectronics [3].