AI眼镜迎新赛道，消费电子ETF（159732.SZ）下跌1.28%，成分股表现分化

Group 1 - The A-share market experienced a collective decline on December 10, with the Shanghai Composite Index dropping by 0.62% during the session. Retail, forestry, and engineering machinery sectors showed positive performance, while computer hardware and electrical grid sectors faced significant declines [1] - The consumer electronics sector remains sluggish, with the Consumer Electronics ETF (159732) down by 1.28% as of 10:29 AM. Notable declines in component stocks include Shenghong Technology down by 5.68%, Pegatron down by 3.73%, and Huankai Electronics down by 3.40%. However, some individual stocks like Dongshan Precision and OmniVision Technologies saw increases of 3.33% and 2.93%, respectively [1] Group 2 - On December 3, Li Auto launched its first AI smart glasses, Livis, which seamlessly integrates vehicle control with AI assistance for daily use. Users can issue voice commands to control various vehicle functions without needing to take out their phones, covering many high-frequency scenarios [3] - The release of Livis is expected to enhance Li Auto's brand ecosystem and open new pathways for the development of AI glasses, differentiating from previous models that primarily extended mobile functionalities like payment and navigation [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, with a focus on electronic manufacturing, semiconductors, and optical electronics [3]