Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.18%, driven by strong performances in the electronics, power equipment, and non-ferrous metals sectors [1] - The Consumer Electronics ETF (159732.SZ) rose by 1.77%, with notable gains from component stocks such as Dongshan Precision (+6.91%), Jinghe Integrated (+6.57%), Desay SV (+4.81%), OmniVision (+4.49%), and Rockchip (+3.65%) [1] Group 2 - Li Auto officially launched its AI accessory, the Livis smart glasses, in collaboration with Zeiss, marking a strategic move to enhance its brand ecosystem and explore new interaction methods beyond traditional mobile and internet companies [3] - The cross-industry integration may prompt more automotive companies to focus on similar devices, potentially impacting the competitive landscape and driving technological advancements in upstream optical and acoustic sensors [3] - The smart glasses industry chain is expected to have long-term development potential, possibly becoming the next major consumer electronics category after smartphones, warranting continued attention to investment opportunities within the industry chain [3]
AI眼镜的“车机联动”新模式,消费电子ETF(159732.SZ)上涨1.77%