Group 1 - The electronic sector is leading the market with the electronic ETF (515260) surging over 4.6%, reaching a new high since its launch [1] - Key stocks in the electronic ETF include RichChip, which hit the daily limit, and companies like Zhongwei, which rose over 14%, and Northern Huachuang, which increased by more than 8% [1] - The electronic ETF focuses on semiconductor and consumer electronics, benefiting from positive catalysts in both areas [2] Group 2 - In the semiconductor sector, Huawei's prediction of a tenfold increase in total computing power by 2035 and a 500-fold increase in storage demand is driving growth in the semiconductor industry [2] - The AI-driven demand for computing power is expected to attract more investment into core technology and innovation areas within the semiconductor sector [2] - In the consumer electronics space, the upcoming Meta Connect conference and Apple's recent product launch are seen as significant events that could boost related stocks [3] Group 3 - The electronic ETF's composition shows that 43.34% of its holdings are related to Apple's supply chain, indicating a strong correlation with Apple's performance [3] - The electronic sector has attracted significant capital inflow, with 213 billion yuan in main funds as of the report, and substantial inflows over the past 5, 20, and 60 days [3] - The electronic industry is currently in an innovation phase, with expectations for breakthroughs in terminal innovation and profit releases in the future [4]

责任编辑：栎树 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 06088 | 鹤腊精密 | 4.690 | 4.69% | | 01478 | 丘钛科技 | 14.820 | 4.37% | | 01415 | 高伟电子 | 37.460 | 4.35% | | 06613 | 蓝思科技 | 28.580 | 1.71% | | 02382 | 舜宇光学科技 | 84.400 | 1.50% | | 02038 | 富智康集团 | 16.720 | 1.21% | | 02018 | 瑞声科技 | 44.860 | 0.54% | | 00285 | 比亚迪电子 | 42.260 | 0.33% | 苹果概念股普遍上涨，其中，鸿腾精密涨约5%，丘钛科技、高伟电子涨超4%，蓝思科技涨1.7%，舜宇 光学涨1.5%，富智康集团涨1.2%，瑞声科技涨0.5%。 消息上，高盛追踪的Apple.com预购数据显示，在全球范围内，iPhone 17所有机型的交货时间都比前代 产品更长，其中标准版和Pro Max机型增加最多，交货时间分别延长了8天。而中国大陆市 ...

苹果公司告诉凯西，这个问题可能在"极少数情况下发生，例如 LED 显示屏非常亮，直接照射到相机 上"。苹果公司已经修复了这个问题，并计划发布修复程序。（思瀚） 来源：环球网 外媒称，CNN Underscored记者亨利·凯西在一场音乐会上评测iPhone Air 时，发现了这个问题。其表示 使用 iPhone Air 或 iPhone 17 Pro 拍摄的每 10 张照片中，就有一张出现"小块黑色部分，包括方框和部分 白色波浪线"。 【环球网科技综合报道】9月18日消息，据 MacRumors 报道，苹果公司计划发布修复程序，修复iPhone Air和iPhone 17 Pro相机中的一个漏洞，该漏洞会导致照片中出现黑框和白色波浪线。 ...

Group 1 - The consumer electronics sector is expected to be one of the first areas where AI applications will be implemented, particularly with the advancement of AI glasses from companies like Meta, ByteDance, and Alibaba [1] - As of September 18, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 1.48%, with notable increases in stocks such as Rockchip (10.00%), Chipone (5.82%), and Unisoc (4.44%) [1] - The Consumer Electronics ETF (561600) has shown a strong performance, increasing by 10.32% over the past week, ranking in the top 1/5 among comparable funds [1] Group 2 - The CSI Consumer Electronics Theme Index tracks 50 listed companies involved in component production and brand design in the consumer electronics sector, reflecting the overall performance of these companies [2] - As of August 29, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index accounted for 54.8% of the index, with companies like Cambricon (688256) and Luxshare Precision (002475) leading the list [2] Group 3 - The detailed performance of key stocks within the CSI Consumer Electronics Theme Index includes Luxshare Precision (0.23% increase, 8.06% weight) and SMIC (3.77% increase, 8.04% weight) among others [4] - The Consumer Electronics ETF has various linked products, including those from Ping An, which provide additional investment options in the sector [4]

Core Viewpoint - Apple-related stocks have generally risen, driven by strong pre-order demand for the iPhone 17, particularly in the Chinese market, which supports expectations for an increase in Apple's iPhone revenue in Q4 [1] Group 1: Stock Performance - Hongteng Precision increased by approximately 5% [1] - QiuTai Technology and GaoWei Electronics both rose over 4% [1] - Lens Technology rose by 1.7%, Sunny Optical by 1.5%, and FIH Mobile by 1.2% [1] - AAC Technologies saw a slight increase of 0.5% [1] Group 2: Pre-order Data - Goldman Sachs tracked pre-order data from Apple.com, indicating longer delivery times for all iPhone 17 models compared to previous generations [1] - The standard and Pro Max models experienced the longest delivery time increases, with an extension of 8 days [1] - In the Chinese mainland market, the average delivery time increased by 17 days, reaching a total waiting period of 27 days [1] Group 3: Revenue Expectations - Goldman Sachs expects an 8% growth in iPhone revenue for Apple in Q4, supported by strong pre-order demand signals [1]

每年在评测新 iPhone 的时候，爱范儿总会反复问一个问题： 新 iPhone 贯彻了怎样的设计哲学？ 今年，苹果给出了三个清晰无比的答案—— 造出极致轻薄 iPhone Air 的，是设计至上的苹果，为此，他们不惜在产品上做出了诸多妥协； 造出性能猛兽 iPhone 17 Pro 的，是技术驱动的苹果，他们用别出心裁的方式，造出了迄今为止最 Pro 的 iPhone； 而造出真香机 iPhone 17 的，是库存克星的苹果，他们用强大的供应链整合能力和自研技术优势，造就了高端手机市场里的价格屠夫。 这种明晰的定位，比前几年依靠屏幕尺寸和处理器性能，使人对大 Plus 和小 Pro 左右为难的情况截然不同。作为一名 iPhone 用户，我很清楚我该换什么 手机——朋友圈里比往年晒得更多的订单截图，也佐证了这一点。 由于 iPhone Air 推迟发售，今年爱范儿评测的重心将会放在 iPhone 17 系列上，而经过这一周多的体验，我们得到了一个有趣的结论： 今年的 iPhone 17 系列，比以往任何时候，都更像「安卓」手机——这当然是褒义。 iPhone 17：库存克星 有关 iPhone 17 的一切讨 ...

Group 1: Smart Glasses Market - The global smart glasses market is projected to ship 2.555 million units in Q2 2025, representing a year-on-year growth of 54.9% [1] - China's smart glasses market is expected to experience explosive growth, with Q2 2025 shipments reaching 664,000 units, a staggering increase of 145.5% year-on-year [1] - The audio and audio-capturing glasses segment in China is forecasted to ship 514,000 units in Q2 2025, marking a significant year-on-year growth of 256.6% [1] - Xiaomi's launch of its first AI glasses is a key driver behind the growth, contributing to an increase in market share for audio-capturing glasses to 19.7% in Q2 [1] - IDC predicts that China's smart glasses market will reach 2.846 million units in 2025, with a year-on-year growth of 116.4% [1] - Audio and audio-capturing glasses are expected to account for 2.202 million units in shipments, reflecting a year-on-year growth of 183.2% [1] - AR/VR device shipments are projected to reach 644,000 units, with a year-on-year growth of 19.8% [1] Group 2: Consumer Electronics Index - As of September 18, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 2.30%, with notable gains from stocks such as Rockchip (10.00%) and SMIC (7.57%) [2] - The Consumer Electronics ETF (561600) increased by 2.15%, marking its seventh consecutive rise, with a latest price of 1.23 yuan [2] - Over the past week, the Consumer Electronics ETF has accumulated a growth of 10.32%, ranking in the top 20% among comparable funds [2] - The ETF recorded a turnover rate of 5.22% during the trading session, with a transaction volume of 20.4136 million yuan [2] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and consumer electronics design and manufacturing [2] Group 3: Top Holdings in Consumer Electronics Index - The top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 54.8% of the index [3] - Key stocks include Cambricon (688256), Luxshare Precision (002475), and SMIC (688981), among others [3]

摩根士丹利指出，苹果最新推出的iPhone 17系列在上市初期需求表现亮眼，随着交货前置时间普遍延 长，显示换机动能可望优于去年同期。分析师Erik Woodring在报告中指出，iPhone 17的交货前置时间 (不含iPhone Air)在几乎所有主要市场均较去年同期持平或更长，反映早期需求强劲。他强调，中国的 预购状况尤其显著，较上年同期更为热络。Woodring对苹果维持"增持"评级，目标价为240美元。 ...

此外，和往年一样，AI仍将是大会主题之一。公司最近还向开发者预览了其计划在元宇宙引入AI驱动NPC的方案，预计大会上会披露更多生 成式AI如何塑造元宇宙的细节。 财联社将全程图文直播此次扎克伯格的主题演讲。 北京时间周四（9月18日）8时，一年一度的Meta Connect大会盛大召开，Meta CEO扎克伯格将发表主题演讲，"分享关于人工智能 （AI）眼镜的最新资讯，以及Meta对人工智能和元宇宙的愿景。 本次年会上，Meta将发布最新产品线及更新，其中最令人期待的是， 其首款带有显示功能的消费级智能眼镜可能将正式亮相。 若此次成功发布，将成为Meta在虚拟现实（VR）头显之外，于新兴的智能眼镜市场发起的最重要的一次冲击，并可能为未来推出真正的增 强现实（AR）眼镜铺平道路。 以下时间均为北京时间： 9:01 发布会结束 9:00 扎克伯格重新回到场上。他身穿运动服，戴着新款 Vanguard 眼镜亮相。美国DJ迪波洛（Diplo）也一同亮相。 8:45 知名导演詹姆斯·卡梅隆登台！ 卡梅隆与Meta首席技术官Boz现场讨论谈论3D电影的制作。 卡梅隆对Meta Quest头戴式耳机的显示屏亮度和3D图像表 ...

Market Situation - A-shares opened lower but rose throughout the day, with the Shanghai Composite Index closing up 0.37% at 3876.34 points [1] - The Shenzhen Component Index increased by 1.16%, and the ChiNext Index rose by 1.95% [1] - Among individual stocks, 2504 stocks rose (80 hitting the daily limit), while 2757 fell (4 hitting the lower limit) [1] - Notable gainers included Hongxi Technology, Sanwei Equipment, and Xingtou New Science, with increases of 29.99%, 29.95%, and 20.02% respectively [1] - Major sectors showing strength included multi-financial, electrical grid, and power generation equipment, with increases of 4.39%, 3.14%, and 2.86% respectively [1] - The food and beverage sector experienced a pullback, with declines in precious metals, agriculture, and restaurant tourism of 1.58%, 1.34%, and 1.32% respectively [1] Futures Market - All four major index futures contracts rose in line with the indices: IF2509 and IH2509 increased by 0.80% and 0.20% respectively, while IC2509 and IM2509 rose by 1.26% and 1.25% respectively [2] - The main contracts for the four index futures will expire this Friday, with the basis approaching neutrality [2] News Highlights - The State Council held a press conference to introduce policies for expanding service consumption, including selecting around 50 pilot cities for new consumption models and promoting AI applications in service consumption [3] - The People's Bank of China conducted a 4185 billion yuan reverse repurchase operation at a fixed rate of 1.40%, with a net injection of 1145 billion yuan for the day [4] - The Federal Reserve lowered the federal funds rate by 25 basis points to a range of 4.00%-4.25%, marking the first rate cut of the year and the first in nine months [3]