消费电子ETF（159732）跟踪国证消费电子指数，主要投资于业务涉及消费电子产业的50家A股上市公司，行业主要分布于电子制造、半导 体、光学光电子等市场关注度较高的主流板块。其场外联接基金为，A类：018300；C类：018301。 9月18日，A股三大指数走势分化，上证指数盘中上涨0.22%，电脑硬件、半导体、发电设备等板块涨幅靠前，基本金属、多元金融跌幅居前。 消费电子走强，截至10点05分，消费电子ETF（159732）上涨1.08%，其成分股和而泰、瑞芯微、科博达、均胜电子等涨停，闻泰科技上涨 5.29%。 国信证券表示，需求端数据中心、新能源汽车保持加速增长，汽车智能化与功率段持续提升带来功率器件用量增长，此外汽车中低压功率器件 国产替代空间仍大，因此汽车仍为最主要增量市场；此外随数据中心用电量指数型增加，功率器件需求加速提升，SiC/GaN迎来增量空间。 每日经济新闻 ...

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。而中国大陆市场表现尤为突 出，交货时间平均增加了17天，达到27天的等待期。高盛指，强劲的预购需求信号支撑该行对苹果第四 财季iPhone收入增长8%的预期。 9月18日消息，苹果概念股普遍上涨，其中大涨超10%，、、、、、等集体跟涨。 编辑/rice ...

Core Viewpoint - The AI glasses market is gaining traction with various companies like Xiaomi, Starry Meizu, and Huawei entering the space, but Starry Meizu's CEO emphasizes that the smart glasses are still in a phase requiring market education and exploration [1][2] Group 1: Product Launch and Features - Starry Meizu recently held a product launch event introducing its first AI shooting glasses, StarV Snap, alongside the flagship smartphone Meizu 22 [1] - The Meizu 22 features four 50 million pixel-level lenses and incorporates a 3x periscope telephoto lens, showcasing the company's focus on imaging technology [1] - StarV Snap supports continuous shooting, smart object recognition, translation, and AI meeting minutes generation, and also functions as a Bluetooth headset, priced at 1999 yuan [2] Group 2: Market Position and Strategy - Starry Meizu has established a three-pronged business structure focusing on "mobile + XR + forward-looking research" after recent changes in ownership and management [1] - The CEO acknowledges the significant investment required to develop flagship devices, stating that the company cannot compete directly with larger firms like Huawei and Xiaomi due to resource constraints [1] - The company aims to strengthen user communication and reshape its brand perception from "black technology king" to one emphasizing "unique design and experience" [1] Group 3: Future Directions and Challenges - The CEO notes that the smart glasses market is still in its infancy, requiring continuous iteration and high investment, and is currently in a phase of market education [2] - Starry Meizu views smart glasses as a supplementary device to smartphones, particularly for activities where carrying a phone is inconvenient, and sees potential for future applications like HUD replacement or in-cabin entertainment [2] - The company plans to focus on product development in the glasses sector, leveraging its strengths in industrial design, while considering increased marketing efforts in the future [2]

编辑 杨娟娟 新京报贝壳财经讯 9月17日，科森科技发布公告称，公司股票于2025年9月16日、9月17日连续2个交易 日内日收盘价格涨幅偏离值累计达到20%，属于股票交易异常波动情况。公司主营业务为消费电子结构 件的生产。近期关注到公司被媒体列入AI眼镜概念股。经公司自查，公司不生产AI眼镜，也不生产AI 眼镜的结构件。近期关注到公司被媒体列入折叠屏概念股。经公司自查，公司的折叠屏铰链组装业务客 户单一，目前公司通过外购结构件用于折叠屏手机铰链的组装，经初步核算，该业务在2025年上半年产 生的收入占总营收比例仅2.10%，对公司业绩不产生重大影响。 ...

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 ...