电子行业周报：CES即将开幕，关注AI芯片、智能眼镜、汽车、机器人等领域新进展

Investment Rating - The report gives an "Overweight" rating for the electronic industry, indicating that it is expected to outperform the overall market [24]. Core Insights - The CES 2025 event, scheduled from January 7 to January 10, will showcase advancements in AI chips, smart glasses, automotive technology, and robotics, with a significant focus on AI glasses as a highlight [3][7][9]. - Major companies like NVIDIA, AMD, and Intel are set to unveil new products at CES 2025, including NVIDIA's RTX 50 series graphics cards and AMD's Strix Halo APU, which is expected to match mainstream graphics performance [13][18]. - The report emphasizes the importance of the AI glasses supply chain, highlighting companies such as Goertek and Aojie Technology as key players [3][9]. Weekly Market Review - From December 30, 2024, to January 3, 2025, the A-share electronic index showed weak performance, with the Shanghai Composite Index down by 5.55% and the Shenzhen Composite Index down by 7.87% [4][5]. - Notable stock performances included Huazhan Optoelectronics, which rose by 18.48%, and Runxin Technology, which increased by 7.19% [4][5]. CES 2025 Highlights - CES 2025 will feature 323 Fortune 500 companies and will cover various sectors, including wearable devices and AI hardware solutions [7]. - AI glasses will be prominently featured, with multiple companies, including Thunderbird Innovation and Dapeng VR, showcasing their latest products [9][13]. Investment Analysis - The report suggests focusing on several thematic catalysts within the electronic sector, including domestic substitution of semiconductor equipment and components, the AI glasses industry chain, and the Huawei Mate 70 and Mate X6 supply chain [3][18]. - Key companies to watch include Northern Huachuang, Zhongwei Company, and Xiaomi Group, among others [3][18].