本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【8月5日恒玄科技连跌5日，嘉实上证科创板芯片ETF二季度减持】 8月5日，恒玄科技连续5个下跌，区间累计跌幅达-7.55%。恒玄科技(上海)股份有限公司成立于2015 年，专注于相关技术研发，面向智能可穿戴和智能家居市场打造无线超低功耗计算SoC芯片。 财报显 示，嘉实基金旗下嘉实上证科创板芯片ETF为恒玄科技前十大股东，今年二季度进行了减持。该基金今 年以来收益率11.01%，同类排名1234。 嘉实上证科创板芯片ETF基金经理为田光远。他具有丰富履 历，2017年4月加入嘉实基金，从事指数基金投资研究工作，还担任多只基金的基金经理。 资料显示， 嘉实基金管理有限公司成立于1999年3月，董事长为安国勇，总经理为经雷。目前有3名股东，中诚信托 有限责任公司持股40%、立信投资有限责任公司持股30%、DWS Investments Singapore Limited持股 30%。 ...

Summary of Conference Call Notes Company and Industry Overview - The focus is on a leading SoC (System on Chip) chip company that benefits from the rapid development of AI at the edge, with products widely used in TWS (True Wireless Stereo) earbuds, smartwatches, smart glasses, and smart speakers [1][2] Key Points and Arguments 1. **Market Growth**: The TWS earbud market is experiencing steady growth, while the smart watch and smart glasses markets are expanding further. The company's products are extensively applied across various terminals including TWS earbuds, smartwatches, smart glasses, and smart speakers [2][4] 2. **Diverse Clientele**: The company's downstream clients include major global Android smartphone brands such as Samsung, OPPO, and Huawei, as well as professional audio manufacturers like Harman, Anker Innovations, and Edifier. Additionally, internet companies like Alibaba, Baidu, ByteDance, and Google, along with home appliance manufacturers like Haier and Hisense, are also part of the client base. The BES2700 series wearable main control chip has been successfully integrated into products like OPPO Enco X3 and ByteDance's OlaFriend [2][4] 3. **AI Glasses Development**: The company is witnessing rapid development in AI glasses, with the new generation of smart wearable chip BES2800 achieving mass production. This chip utilizes advanced 6nm FinFET technology and has been adopted in various projects involving clients' earbuds, smartwatches, and smart glasses. The company's smart wearable main control chip has been applied in MYVUAR glasses. Furthermore, according to WellsennXR, the Xiaomi AI smart glasses' auxiliary chip is equipped with the Hengxuan BES2700 chip, valued at 7 USD [2][4] Additional Important Information - The company is recognized as a leader in ultra-low power computing SoC chips, indicating a strong position in the market [4] - The report highlights the importance of the AI edge development in driving the demand for the company's products, suggesting a favorable market environment for future growth [1][2] - The conference call notes also include insights into the broader industry trends and competitive landscape, emphasizing the company's strategic partnerships and technological advancements [5]