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Meta AR眼镜热销!消费电子ETF上涨1.80%,三环集团涨14%
Mei Ri Jing Ji Xin Wen· 2025-10-14 02:25
Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.69% during the session, driven by strong performances in sectors such as engineering machinery, precious metals, and motorcycles, while banking and water utilities lagged behind [1] - The Consumer Electronics ETF (159732) rose by 1.80%, with significant gains from constituent stocks such as Sanhuan Group (up 14.37%), Baiwei Storage (up 9.75%), Lingyi Technology (up 4.05%), Shunluo Electronics (up 3.38%), and Zhaoyi Innovation (up 3.11%) [1] Group 2 - Meta's CTO announced that the Meta Ray-Ban Display smart glasses are sold out in retail stores nationwide, with trial appointments fully booked before November, indicating high demand in the smart glasses sector [3] - Galaxy Securities expressed optimism about the smart glasses industry, highlighting the supply-demand imbalance for Meta's glasses and identifying investment opportunities in the related supply chain, as well as in Apple's supply chain, which is expected to exceed shipment forecasts [3] - The Consumer Electronics ETF (159732) tracks the Guozheng Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with a focus on electronic manufacturing and optical optoelectronics sectors [3]