智能眼镜产品迎来爆发期。今年以来，雷鸟创新、小米、Rokid、百度、夸克接连发布智能眼镜产品，"百镜大战"激战正酣。 产品的集中发布释放了市场潜力，IDC数据预测，未来5年中国智能眼镜市场的复合增长率将达到55.6%，增速位居全球首位。 创业公司看上了增长潜力，大厂聚焦于AI硬件入口，供应链企业则想在智能眼镜"淘金热"中充当"卖铲人"，博士眼镜便是其中之 一。12月8日，博士眼镜发布公告，称将通过发行可转债的方式募资不超过3.75亿元，其中超九成资金将用于门店扩展。 01线下买智能眼镜，绕不开博士 智能眼镜已经成为消费电子市场中不可忽视的一大品类。 数据显示，今年双11期间，天猫智能眼镜品牌成交额同比暴增2500%，京东的智能眼镜也以346%的成交额同比增速，拿下了11月 11日当天平台3C数码品类增长的首位；线下市场同样展示出对于智能眼镜的消费热情，鳌头财经走访重庆多家眼镜零售门店发 现，前不久发布的夸克AI智能眼镜目前处于断货状态。 "博士眼镜对于智能眼镜的布局比较早，大家所熟知的品牌基本我们都有合作，每逢新产品上市都有许多顾客来店问询、购 买。"重庆龙湖天街博士眼镜店一店员表示。 鳌头财经走访多家门店发 ...

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]