2 1 Shi Ji Jing Ji Bao Dao·2025-11-27 03:19Group 1 - The technology sector is experiencing a comprehensive rebound, with the consumer electronics and semiconductor sectors leading the rally [1] - The Consumer Electronics 50 ETF (159779) saw a peak increase of over 3%, with key stocks like Industrial Fulian rising by 5.74%, and others such as Zhaoyi Innovation and Huanshu Electronics increasing nearly 5% [1] - AI glasses are emerging as a new trend in smart wearable devices, with Alibaba set to unveil its first self-developed flagship dual-display AI glasses, Quark AI glasses, on November 27, 2023 [1] Group 2 - Sales data from Tmall indicates that the transaction volume for smart glasses surged by 2500% during this year's Double 11 shopping festival, while JD reported a 346% increase in the same category [1] - IDC forecasts that the shipment volume of smart glasses in China will reach 4.915 million units by 2026, representing a year-on-year growth of 72.7% [1] - The global smart glasses market is expected to exceed 40 million units in shipments by 2029, with a compound annual growth rate of 55.6% from 2024 to 2029 [1][2]