AI+AR智能眼镜获大厂加码！消费电子ETF（159732.SZ）下跌0.48%

Group 1 - The A-share market saw all three major indices rise, with the Shanghai Composite Index increasing by 0.24%, driven by gains in sectors such as non-ferrous metals, banking, and oil and petrochemicals, while the comprehensive and real estate sectors experienced declines [1] - In the consumer electronics sector, the Consumer Electronics ETF (159732.SZ) fell by 0.48%, with individual stocks showing mixed performance; for instance, Ruichip Microelectronics rose by 3.41%, while Fenghua Hi-Tech and Saintbond fell by 3% and 2.16% respectively [1] Group 2 - Major manufacturers are making strides in the AR glasses market, with Meta launching its first AR glasses and domestic companies like Thunderbird, XREAL, and Rokid focusing on AR display products; Alibaba has also entered the market with an AI+AR integrated smart glasses product that received positive feedback during the Double Eleven pre-sale [3] - According to Galaxy Securities, the development of smart glasses is expected to accelerate in the second half of 2025, with a significant shift towards AR display functionality, marking a transition from simpler audio and camera glasses to more complex AI+AR glasses; this sector is anticipated to become a major consumer electronics category, second only to smartphones [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, investing in 50 A-share listed companies involved in the consumer electronics industry, primarily in electronic manufacturing, semiconductors, and optical optoelectronics [3]