开年首个交易日，科技带头反弹，沪指成功站上4000点，创业板指数盘中突破3200点，盘中AI方向今 日集体强势表现，AI芯片、AI手机、等细分领域活跃居前。截至发稿，科创AIETF富国（589380）盘中 涨幅达4.12%，信创ETF富国（159538）盘中涨幅达3.77%，科技50ETF（515750）盘中涨幅达3.65%， 消费电子ETF富国（561100）盘中涨幅达3.40%。其中，科创AIETF富国成分股中微公司涨超12%，澜起 科技涨超8%。 消息面，号称科技圈"春晚"的CES大会（全球消费电子展）将于1月6日至9日举行，作为一年一度的开 年科技大秀，CES已经成为前沿AI硬件概念的主要秀场，各类智能眼镜、可穿戴设备通过这个平台走进 全球投资者和消费者的视野。 科创AIETF富国（589380）跟踪的是上证科创板人工智能指数，实行 20CM 涨跌幅限制，指数覆盖 AI 产业链的上游算力芯片、中游大模型云计算、下游机器人等各类创新应用，主要集中在半导体、计算机 等高成长性领域，尤其数字芯片设计权重占比过半。场外投资者可以通过其联接（A类024763；C类 024764）关注机会。 （文章来源：每日经济 ...

Market Performance - The market opened high today, with the Shanghai Composite Index reaching a peak of 3745 points, marking a nearly 10-year high [1] - The Technology 50 ETF (515750) saw an intraday increase of 4.50%, while the Consumer Electronics ETF (561100) and the Xinchuang ETF (159538) both rose by 3.25% [1] - Notable stocks included Ruijie Networks, which hit the daily limit up of 20%, and both Tonghuashun and Changchuan Technology, which surged over 12% [1] Industry Developments - The consumer electronics sector is experiencing multiple favorable dynamics, including a joint announcement from three departments regarding a fiscal subsidy policy for personal consumption loans, specifically targeting electronic products over 50,000 yuan [1] - The 2025 Global Consumer Electronics Show has announced its theme "AI Intelligence, AI Life," focusing on the integration of AI technology in consumer scenarios, which is expected to enhance market expectations for technological upgrades and product innovation in the industry [1] Future Projections - Meta is set to launch new AI glasses featuring a high-definition single-eye display, with control via a wrist-worn device, indicating a trend where more tech companies will introduce eyewear products [2] - The global shipment of AI/AR glasses is projected to reach 35 million units by 2028, with a compound annual growth rate of approximately 119% [2] ETF Insights - The Technology 50 ETF (515750) closely tracks the CSI Technology Index (931186), which selects 50 high-quality companies in core technology sectors such as electronics, computing, communication, and media, reflecting the overall performance of key players in the tech industry [2] - The Consumer Electronics ETF (561100) tracks the CSI Consumer Electronics Theme Index (931494), which includes 50 listed companies involved in component production and brand design in the consumer electronics sector, aiming to represent the overall performance of consumer electronics stocks [2]