Sou Hu Cai Jing·2025-11-11 05:50Group 1 - The consumer electronics sector has weakened, with companies like Industrial Fulian and Huagong Technology dropping over 4%, while Luxshare Precision and Cambricon Technologies-U fell more than 3% [1] - The ETFs tracking the CSI Consumer Electronics Theme Index have also declined, with a drop of over 2% [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and complete machine brand design and production, reflecting the overall performance of the consumer electronics sector [2] Group 2 - Some institutions believe that the long-term growth logic of the consumer electronics sector remains solid, with clear trends in AI innovation, and they are optimistic about recovery opportunities in the sector [2] - Leading companies in the domestic supply chain, which possess strong R&D capabilities and benefit from a favorable engineer demographic, are expected to deeply benefit from the wave of AI terminal innovations [2]