大厂陆续发布AI眼镜！消费电子ETF（159732）上涨0.19%，佰维存储涨8%

Market Overview - On November 17, A-shares indices collectively declined, with the Shanghai Composite Index dropping by 0.49% during the session. The sectors of forestry and aerospace showed gains, while power generation equipment and biotechnology faced significant declines [1]. Consumer Electronics Sector - The Consumer Electronics ETF (159732) saw a slight increase of 0.19% as of 10:29 AM. Notable performers included Baiwei Storage, which rose by 8.12%, Heertai by 3.83%, Dongshan Precision by 3.27%, and Zhaoyi Innovation by 2.53%. Conversely, Hengxuan Technology and Desay SV faced declines of -3.74% and -2.03%, respectively [1]. AI Smart Glasses Market - According to WellsennXR, global AI glasses sales are projected to reach 240,000 units in 2023, increasing to 1.52 million units in 2024, representing a year-on-year growth of 533%. IDC forecasts that by the first half of 2025, global smart glasses shipments will reach 4.065 million units, a 64.2% increase year-on-year. By 2029, shipments are expected to exceed 40 million units, with a 5-year CAGR of 55.6% from 2024 to 2029 [3]. - Galaxy Securities indicates that the entry of major companies into the AI smart glasses market is accelerating industry development. Given the large user base, smart glasses are anticipated to become the next major consumer electronics category, following smartphones [3]. ETF Information - 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 electronic manufacturing and optical optoelectronics, which are high-profile sectors [3].