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看好端侧AI创新成长!消费电子ETF(159732)跌3%,顺络电子跌6%
Mei Ri Jing Ji Xin Wen· 2025-10-17 04:18
10月17日临近午盘,A股三大指数集体下跌,上证指数盘中下跌0.84%,软饮料、林木、公路等板 块涨幅靠前,发电设备、电工电网跌幅居前。消费电子低迷,截至11点14分,消费电子ETF(159732) 下跌3.17%,其成分股德赛西威下跌8.94%,顺络电子下跌6.85%,三环集团下跌6.12%。部分个股活 跃,闻泰科技上涨5.55%,和而泰上涨2.10%。 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、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。 每日经济新闻 (责任编辑:董萍萍 ) 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com AI手机渗透率及智能眼镜销量持续增长。Canalys预计AI手机渗透率预计将从2025年34%升至2028 年53%。据洛图科技预测,202 ...
电子板块业绩趋势向上!消费电子ETF(159732)上涨0.99%,佰维存储涨11%
Mei Ri Jing Ji Xin Wen· 2025-10-16 04:33
Group 1 - The A-share market saw a collective rise in the three major indices, with the Shanghai Composite Index increasing by 0.31%, driven by strong performances in the shipping, insurance, and coal sectors [1] - The Consumer Electronics sector continued to strengthen, with the Consumer Electronics ETF (159732) rising by 0.99%. Notable individual stock performances included Baiwei Storage up 11.25%, Jinghe Integrated up 6.55%, and Lixun Precision up 5.09% [1] Group 2 - The electronic sector's performance trend for Q3 2025 remains upward, with significant growth in AI computing-related stocks outpacing the industry average. Traditional downstream and cyclical products showed relatively stable growth [3] - Companies such as Lixun Precision, GoerTek, and Lens Technology are expected to maintain steady growth in Q3 2025, supported by new product launches from core clients and the traditional peak season for consumer electronics [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 [3]
Meta发布联名智能眼镜!消费电子ETF上涨0.50%,华勤技术涨停
Mei Ri Jing Ji Xin Wen· 2025-09-25 05:46
Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.15%. Key sectors that performed well included comprehensive, communication equipment, and computer hardware, while gas and engineering machinery sectors faced declines [1] - The Consumer Electronics ETF (159732) rose by 0.50%, with notable increases in its constituent stocks: Jinghe Integrated surged by 13.29%, Huakin Technology by 10.00%, GoerTek by 5.57%, Desay SV by 4.63%, and Huanxu Electronics by 4.57% [1] - Meta held its annual developer conference, Meta Connect, where it launched the Meta Ray-Ban Display smart glasses in collaboration with Ray-Ban and introduced the Neural Band, a wristband controlled by myoelectric signals [1] Group 2 - According to Macquarie Securities, Meta is leading the acceleration of AI + AR glasses penetration, which is driving continuous upgrades in the supply chain. The release of the Meta Ray-Ban Display is expected to further enhance the penetration rate of AI + AR glasses and promote ongoing hardware supply chain upgrades [1]
AI+AR眼镜有望加速渗透!消费电子ETF探底回升,江丰电子涨14%
Xin Lang Cai Jing· 2025-09-24 02:14
Group 1 - A-shares showed mixed performance on September 24, with the Shanghai Composite Index rising by 0.26%, driven by gains in energy equipment, gas, and real estate sectors [1] - The Consumer Electronics ETF (159732) experienced a slight decline of 0.26%, while individual stocks like Jiangfeng Electronics, Hehui Optoelectronics-U, and Changying Precision saw significant increases of 14.35%, 10.00%, and 5.65% respectively [1] - Conversely, stocks such as Pengding Holdings and Shenghong Technology performed poorly, with declines of 5.38% and 4.62% respectively [1] Group 2 - Meta announced the launch of three new AI smart glasses at the Meta Connect 2025 conference, including Meta Ray-Ban Display, Oakley Meta Vanguard, and Ray-Ban Meta Gen 2 [3] - According to Macquarie Securities, Meta is leading the acceleration of AI+AR glasses penetration, which is expected to drive continuous upgrades in the supply chain [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, semiconductors, and optical optoelectronics [3]
新品密集发布!消费电子ETF(159732)涨超1%,圣邦股份强势涨停
Sou Hu Cai Jing· 2025-09-15 03:19
Group 1 - The A-share market saw all three major indices rise collectively, with the Shanghai Composite Index increasing by 0.07% during the session, led by gains in sectors such as electrical engineering, leisure products, and automotive parts, while real estate and comprehensive sectors experienced declines [1] - The Consumer Electronics ETF (159732) rose by 1.10%, with significant increases in constituent stocks such as Shengbang Co. (up 20.00%), Naxinwei (up 12.55%), Desay SV (up 7.43%), Jabil (up 6.34%), and GoerTek (up 4.82%) [1] - According to CounterPoint Research, the global high-end smartphone market (priced over $600) is expected to see an 8% year-on-year increase in sales in the first half of 2025 [1] Group 2 - Galaxy Securities indicated that September and October are peak months for new product launches in the consumer electronics sector, suggesting that companies within the supply chain, currently at low valuation levels, have room for rebound [1] - 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 significant focus on electronic manufacturing and optical electronics sectors [1]
传统旺季来袭!消费电子ETF(159732)震荡休整,东山精密上涨8.81%
Xin Lang Cai Jing· 2025-08-29 02:40
Group 1 - A-shares indices collectively rose on August 29, with the Shanghai Composite Index increasing by 0.41%, driven by gains in insurance, soft drinks, and precious metals sectors, while semiconductor and computer hardware sectors faced declines [1] - The Consumer Electronics ETF (159732) experienced a decline of 0.94% as of 10:06 AM, despite a cumulative net inflow of over 1.2 billion yuan over the past eight trading days [1] - Key stocks within the consumer electronics sector saw significant increases, with Dongshan Precision rising by 8.81%, Xinwanda by 3.17%, Shenghong Technology by 3.09%, and Transsion Holdings by 2.98% [1] Group 2 - The State Council issued opinions on implementing the "Artificial Intelligence +" initiative, aiming to promote smart terminal integration and develop a range of intelligent products including smart connected vehicles, AI smartphones, computers, robots, smart homes, and wearables [3] - A report from Hengtai Securities indicated that the upcoming replacement program and traditional peak seasons (back to school, National Day, Double 11) are expected to boost smartphone sales, with IDC predicting a 1.6% year-on-year increase in China's smartphone shipments by 2025 [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 significant focus on electronic manufacturing, semiconductors, and optical electronics [3]
连涨后回调,创业板人工智能ETF华夏(159381)跌超2%,盘中资金抢筹!后市怎么看?
Sou Hu Cai Jing· 2025-08-20 02:27
Core Viewpoint - The market experienced a slight decline with major indices falling, but sectors like optical modules and optical communications showed strong performance, indicating ongoing investor interest in AI-related industries [1] Company Analysis - Tencent reported Q2 revenue of 184.5 billion RMB, a 15% year-over-year increase, driven by AI integration in vertical fields [1] - Meta achieved Q2 revenue of 47.516 billion USD, reflecting a 21.6% year-over-year growth, highlighting the robust performance of AI investments [1] - Domestic AI giants like Alibaba and Tencent are entering a phase of large-scale investment in AI computing power and applications, while overseas giants are also accelerating capital expenditures [1][2] Industry Analysis - The global semiconductor sales are projected to grow by 19.6% year-over-year by June 2025, marking 20 consecutive months of growth, with an expected market size of 700.9 billion USD, a 11.2% increase [2] - The current low penetration rate of large models indicates significant potential for user growth, with only 12.7% of the global internet population using ChatGPT as of July 2025 [2] - The AI boom is transitioning from technology validation to large-scale implementation, driven by the demand for both training and inference, leading to a virtuous cycle of AI application and infrastructure investment [2] Sector Performance - The sentiment in the optical module and PCB sectors has rebounded to the 90th percentile, indicating a strong market interest, while software and consumer electronics remain in the 50%-70% healthy range [3][4] - The gaming sector, benefiting from AI advancements in content generation and scene modeling, saw a 22% year-over-year increase in revenue for Q2 2025 [3] Investment Opportunities - The Huaxia AI ETF (159381) focuses on the communication and optical module sectors, with top holdings in leading companies benefiting from the surge in AI computing demand [5] - The Sci-Tech Semiconductor ETF (588170) targets the semiconductor materials and equipment sector, providing a vehicle for investors to capitalize on domestic replacement and AI development trends [5] - The Consumer Electronics ETF (159732) tracks the consumer electronics theme index, highlighting sectors with strong innovation potential supported by long-term policies [5]
AI产业催化不断!消费电子ETF上涨0.74%,华勤技术上涨5.85%
Mei Ri Jing Ji Xin Wen· 2025-06-30 02:23
Group 1 - The A-share market saw collective gains on June 30, with the Shanghai Composite Index rising by 0.13%, driven by strong performances in aerospace, semiconductor, and power equipment sectors, while precious metals and brokerage sectors lagged [1] - The Consumer Electronics ETF (159732) increased by 0.74% as of 10:07 AM, with notable gains from component stocks such as Huakin Technology (up 5.85%), Sanhuan Group (up 3.35%), Luxshare Precision (up 2.60%), Naxin Micro (up 2.17%), and Anker Innovation (up 2.00%) [1] - Xiaomi launched its first AI glasses on June 26, branding them as "personal smart devices for the next era" and introducing the concept of "next-generation portable AI entry" [1] Group 2 - Meta, in collaboration with Oakley, is set to launch the Oakley Meta HSTN AI glasses on July 11, which are positioned for sports functionality, complementing the product matrix compared to Ray-Ban Meta [1] - Huajin Securities noted that the growing demand for smart wearable devices and the rise of generative AI models are pushing AI audio glasses into a broader market [1] - The current user profile for AR glasses remains unclear, but smart interactive glasses are expected to carve out a new audio segment by replacing headphone functions and enhancing experiences through AI integration [1] Group 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 significant focus on electronic manufacturing, semiconductors, and optical optoelectronics [2]