数据显示，截至2025年8月29日，中证消费电子主题指数(931494)前十大权重股分别为寒武纪(688256)、 立讯精密(002475)、中芯国际(688981)、工业富联(601138)、京东方A(000725)、澜起科技(688008)、豪 威集团(603501)、兆易创新(603986)、歌尔股份(002241)、东山精密(002384)，前十大权重股合计占比 54.8%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 002475 | 立讯精密 | 3.26% | 8.06% | | 688889 | 中芯国际 | -0.37% | 8.04% | | 000725 | 京东方A | 0.48% | 6.71% | | 688256 | 寒武纪 | -1.45% | 5.79% | | 603501 | 豪威集团 | 0.78% | 4.99% | | 688008 | 澜起科技 | 5.45% | 4.31% | | 601138 | 工业富联 | 1.96% | 3.89% | | 603986 | 兆易创新 | 1.11% | ...

Investment Rating - The report maintains a positive outlook on the industry, suggesting that Meta-led AR full-color glasses will play a leading role in the next 2-3 years, with significant growth expected around 2027 [4][8]. Core Insights - The Meta Connect 2025 conference highlighted the introduction of three new smart glasses models, focusing on AI glasses, with the Meta Ray-Ban Display being the most innovative product featuring a full-color display and myoelectric wristband interaction [1][6]. - The report emphasizes the importance of the Chinese supply chain's involvement in the production of these new smart glasses, indicating a collaborative effort with various technology providers [2][7]. - The emergence of AI Agent products is noted, with expectations for full-color waveguide glasses to see significant market growth by 2027, driven by continuous hardware and software advancements [3][8]. Summary by Sections Product Innovations - The Meta Ray-Ban Display features a monocular full-color display with specifications including 600×600 pixels, a 20-degree field of view, and a maximum brightness of 5000 nits, priced at $799 [2][7]. - The new generation Meta Ray-Ban product has a price increase to $379, with improved battery life of 8 hours and a charging case providing an additional 48 hours [3][8]. - The Oakley Meta Vanguard, priced at $499, is designed for high-intensity sports and integrates with fitness applications [3][8]. Supply Chain Focus - The report suggests paying attention to key supply chain segments such as assembly manufacturers, micro-displays, waveguides, and myopia solutions, highlighting companies like Goertek and OmniVision as critical players [4][9]. - The strategic cooperation between Sunny OmniLight and Goertek Optics is expected to enhance the industry's growth trajectory [4][9]. Market Outlook - The report anticipates that the industry will experience an inflection point around 2027, driven by the entry of innovative startups and major consumer electronics brands [4][9]. - Continuous monitoring of LCOS and Micro LED technologies is recommended, as both are expected to develop in parallel [3][8].

排队人数众多，场面热闹非凡 随着开售时间的临近，排队取机的人群不断增加。今年首销的排队人数明显多于去年，这反映出iPhone 17系列在用户心中依旧具有极高的关注度。 众多果粉排在门店外等候，他们中有的是苹果手机的忠实 用户，希望升级到最新机型以体验更好的性能和功能；有的则是被iPhone 17系列的外观所吸引，首次 选择加入苹果阵营。 新浪数码讯 9月19日上午消息，备受瞩目的iPhone 17系列正式开售。据新浪数码在现场观察，今年首销 的热度较去年有所提升，众多果粉们早早来到苹果门店外排队等候，希望能够在第一时间购得心仪的机 型。 首名用户提前排队，热情高涨 在众多排队的消费者中，第一名用户的到来尤为引人注目。该用户于9月18日晚23点便抵达门店外，其 对iPhone 17系列的期待之情溢于言表。他表示，自己一直关注苹果手机的更新换代，对于此次iPhone 17系列的诸多新功能和升级点充满期待，因此不惜熬夜排队，希望能成为首批拿到新机的用户之一。 新酷产品第一时间免费试玩，还有众多优质达人分享独到生活经验，快来新浪众测，体验各领域最前 沿、最有趣、最好玩的产品吧~！下载客户端还能获得专享福利哦！ 黄牛加 ...

Core Insights - The launch of the iPhone 17 series has generated significant consumer enthusiasm, with many customers eager to experience the new models in-store despite the availability of fast delivery options [2][5][12] - The iPhone 17 series has seen a price increase before launch, particularly for the Pro Max model, indicating strong demand and market interest [4][13] - The iPhone 17 standard model has emerged as a popular choice among consumers, capturing nearly half of the sales share, which is a notable shift compared to previous models [12][16] Pricing and Market Dynamics - The iPhone 17 Pro Max 256GB version has a premium of 850 yuan, while the standard and Pro models have premiums ranging from 100 to 200 yuan, contrasting with last year's iPhone 16 which saw a drop in price [4][13] - The secondary market for iPhones has shown volatility, with prices changing hourly based on demand and supply dynamics, particularly influenced by the launch of the iPhone 17 series [15] - The introduction of the iPhone 17 series has led to a surge in the second-hand iPhone market, with a 150% increase in search volume and a 90% increase in transaction volume on platforms like Zhuanzhuan [15] Consumer Behavior and Trends - Many consumers prefer the in-store experience of purchasing the iPhone 17, valuing the emotional connection and atmosphere over the convenience of home delivery [5][9] - The iPhone 17 standard model's features, such as high refresh rate and fast charging, have made it a competitive option, appealing to cost-conscious consumers [9][12] - The anticipation of upcoming sales events, such as Double Eleven, is influencing consumer purchasing decisions, with some opting to wait for potential discounts rather than buying at launch prices [15] Future Outlook - Analysts believe the iPhone 17 series could mark a turning point for Apple, potentially reversing the decline in market share due to the rise of domestic competitors [16][19] - Apple is reportedly planning for a production target of 95 million units for the iPhone 18 series, reflecting confidence in continued demand growth [19]

中原证券认为，周四，上证指数、深证成指早盘一度小幅走低，随后回升上扬，午后震荡回落，尾盘有 所回升；创业板指早盘低开低走，随后震荡回升，午后回落走低，尾盘有所回升。盘中汽车服务、旅游 酒店、医药商业以及消费电子等行业表现较好；证券、互联网服务、软件开发以及有色金属等行业表现 较弱。全球配置资金净流入A股市场，居民储蓄正在加速向资本市场转移，形成持续的增量资金来源。 美联储再度降息，全球流动性预期宽松，美元走弱利于外资回流A股。A股市场将在震荡中孕育新的投 资机会，预计短期市场以稳步震荡上行为主，仍需密切关注政策面、资金面以及外盘的变化情况。 东吴证券认为，周四，在美联储靴子落地后，市场先扬后抑，盘中出现了大幅的波动。之前的观点中也 提示近期市场存在波动的概率。指数上看，上证指数周四放量跌破了5、10、20三条均线，如短期不能 快速修复站稳到3850上方，则市场延续弱势震荡甚至继续调整的概率加大。创业板指数走势较强，但阶 段涨幅也较大，仍需注意存在调整的概率。市场观察看，周三部分金融股走势异常，走出刻意压制的分 时走势。短期走势结构和市场心态出现了不利于多头的变化，控制合理仓位，以待转机。 东莞证券认为，周四， ...

Core Viewpoint - Hong Kong stocks in H1 2025 have stabilized and achieved positive growth, with net profit margins and ROE remaining at high levels, indicating robust operational efficiency [1][5] Group 1: Overall Performance - Hong Kong stocks in H1 2025 recorded revenue and profit growth rates of 1.9% and 4.6% respectively, despite facing significant pressure [1] - The overall net profit margin has increased quarter-on-quarter, while ROE has slightly decreased year-on-year to 5.2%, reflecting stable operational efficiency [1] - Among the 107 stocks with effective mid-year reports, nearly 50% exceeded profit expectations, indicating better-than-expected performance in the Hong Kong market [1] Group 2: Sector Performance - High-growth sectors include technology, healthcare, and materials, while energy, public utilities, real estate, and most consumer sectors continue to face performance pressures [2][3] - The technology sector's profit growth remains strong at 11.2%, outperforming stagnant growth in the Hang Seng Index and Hang Seng China Enterprises Index [1] - The materials and industrial sectors are experiencing upward profit growth, while energy-related sectors are under pressure due to low demand and falling prices [2] Group 3: Defensive and Financial Sectors - Public utilities are under pressure, particularly electricity companies facing demand shortages and price declines, while telecommunications maintain around 5% profit growth [3] - The financial sector shows steady growth, with non-bank financials performing well due to a booming stock market and specific asset restructuring [3] - Insurance sector growth remains moderate, while banks continue to experience low single-digit growth due to narrowing net interest margins [3] Group 4: Growth Sectors - The technology sector benefits from hardware and semiconductor demand, with gaming and software companies also showing positive growth [4] - The healthcare sector is seeing steady growth, particularly in medical devices and services, while biotech is entering a performance realization phase [4] - Consumer sectors are mixed, with home appliances and media entertainment showing growth, while other consumer segments face profit pressures [4] Group 5: Future Outlook - Full-year performance expectations have improved post-earnings reports, with upward revisions in most sectors, particularly in materials, healthcare, and finance [5] - The second half of 2025 is expected to see a rebound in performance growth, especially in real estate, essential consumption, public utilities, and energy sectors [5] - The focus for investment strategies should be on sectors with high or improving growth prospects, such as metals, retail, pharmaceuticals, and semiconductors [6]

Core Viewpoint - Meta is defining the AI glasses sector with the launch of the Meta Ray-Ban Display, marking a significant milestone in the industry as it transitions from concept to a market-ready product [5][6][7]. Group 1: Meta Ray-Ban Display - The Meta Ray-Ban Display is a mass-produced version of the previously showcased Orion, featuring a right-eye full-color display with a resolution of 600x600 pixels and a 20-degree field of view [13][18]. - The display has a refresh rate of 90Hz and peak brightness of around 5000 nits, with automatic UV detection and brightness adjustment capabilities [13][18]. - The device retains the Qualcomm Snapdragon AR1 Gen 1 chip, maintaining the same processing power as previous models [13]. - A new gesture control wristband allows advanced hand gesture operations, enabling users to navigate music and adjust volume through muscle signal detection [15]. - The glasses support real-time video calls and messaging through platforms like WhatsApp, Messenger, and Instagram, along with a real-time transcription and translation feature [15][16]. - The Meta Ray-Ban Display is priced at $799 and will be available for purchase starting September 30 [18]. Group 2: Ray-Ban Meta Generation 3 - The third generation of Ray-Ban Meta glasses features a battery life that is double that of its predecessor and supports a 1200 million-pixel camera capable of capturing photos at a resolution of 3024x4032 pixels [22]. - Video recording capabilities have been upgraded to support 1200p at 60 frames per second, 1440p at 30 frames per second, and 3K at 30 frames per second, with a maximum recording duration of three minutes [22]. - The starting price for the third generation is $379, and it is now officially available [23]. Group 3: Oakley Meta Vanguard - The Oakley Meta Vanguard is a high-end sports AI glasses product, featuring a central camera layout and designed for activities like cycling, running, and skiing [25][27]. - The camera supports 3K video recording with a 122-degree field of view, and the glasses are equipped with slow-motion and time-lapse photography features [27]. - The product integrates with Garmin and Strava for enhanced sports data tracking, allowing for automatic photo capture and video editing based on speed [27]. - The starting price for the Oakley Meta Vanguard is $499, with pre-orders beginning on September 18 and official sales starting on October 21 [31]. Group 4: Quest Updates - Although no new Quest products were announced, Meta highlighted its importance in the VR content space, featuring a presentation by renowned director James Cameron [34]. - Cameron discussed the experience of watching the 3D version of "Avatar" on the Quest platform, emphasizing its superior brightness and field of view compared to traditional cinema [35]. Group 5: Conclusion - The launch of the Meta Ray-Ban Display completes the full range of Meta's AI/AR glasses offerings, marking a significant moment in the company's product development journey [37]. - Meta's overarching goal remains to create exceptional eyewear that enhances personal intelligence and information accessibility in real-world settings [39].

300 新浪财经APP 24 小时三球 息需资讯 下载APP > ml 重磅新品 < 上新啦 小米电视 S Pro 75 [MiLED] 2026 重磅新品 2304背光分区 高端Mini LED 9月25日 跨 新品开售 级能效 & 广视角低反屏 HORSE 超窄边框 20 同京 5200nits峰值亮度 330Hz高刷 官员正书 频|手 补贴后到手价最低 联合会员任长 起 未 首年最澳门诊 部分地区可用 咨询店铺各 库存有限 先购先得! 外贴享品 。 %，46559 ...

苹果折叠机关键零组件包括轴承，新日兴与兆利原本就是苹果笔电轴承供应商，最有机会切入供应链； 新日兴据传已与苹果合作开发许久，最有机会抢入首波折叠iPhone供应链。业界人士指出，苹果折叠机 已开发超过五年，预计今年底前试产。 针对外界传闻，鸿海与新日兴昨天没有评论。 业界人士进一步表示，苹果对产品要求近乎完美，开发时间持续拉长，不少设计也是说改就改，因此， 很多供应链都吃不消而离开，能留下的业者大多是抗压性十足，保持开发弹性，终有望撑到产品上市。 根据路透引述《日经新闻》昨（18）日报导，苹果公司与供应商讨论，可能在台湾试产iPhone折叠机， 目标在印度量产并于2026年推出。外界推测，苹果折叠机在台湾开发试产，iPhone主力供应商鸿海 （2317），轴承供应商新日兴，将受惠最大。 两位知情人士表示，该计划尚未最终确定，仍可能变动。主要是台湾面临土地与劳动力有限等挑战，即 便只是实验线，仍需约一千名操作人员。 外界推测，鸿海总部在台湾，是目前印度最大的iPhone制造商，也是苹果高阶手机组装业者，iPhone折 叠机在台湾试产，可以利用主力供应商鸿海的资源，并快速放大到鸿海印度厂量产。 报导指出，苹果计划 ...

2025年，AI眼镜市场表现强劲，全球涌现出"百镜大战"的竞争局面。随着 AI眼镜市场热度持续高涨， 包含 AI 眼镜在内的智能终端成为多个地方政府关注的领域。不过，我国具备AI 眼镜产业链的城市并不 算多，凭借着"链主"牵引和"群狼"协同，珠海正悄然站上智能眼镜这条新赛道。 在珠海，一张围绕AI眼镜的产业拼图正变得日益清晰，从上游到下游，关键"玩家"已悉数就位。 Rokid、星纪魅族、莫界科技、京东方华灿、全志科技等多家代表企业，串联起器件、模组、整机、测 试等产业链环节，一条智能眼镜产业链群悄然崛起。 试想一下，骑行中的你不再需要看车把上的手机，方向箭头就会浮现眼前；在听演唱会的你，一边看着 滚动歌词一边现场跟唱。如今这些场景，都可以通过智能眼镜实现。 南方财经记者冯玉怡珠海报道 以智能眼镜为入口的新一轮AI硬件风潮已至，一些城市"AI眼镜链"逐渐显现。 不久前，国内智能眼镜整机巨头灵伴科技（Rokid）在珠海完成工商注册。与此同时，珠海本土AR光学 模组"明星企业"莫界科技，在一个月内宣布完成了2次融资，吸引了联想创投、长石资本与毅达资本等 加码关注。京东方华灿则在近日展出了首款AR解决方案Micro ...