Group 1 - Meta collaborates with Ray-Ban to unveil the third generation of smart glasses, expected to be released within the year, featuring upgraded battery life and AI functionalities [1] - The new smart glasses will support real-time object recognition and scene understanding, indicating a shift in Meta's strategy towards deep interactive experiences in smart wearable devices [1] - Lens Technology Company, Lens Technology, is the exclusive supplier of core components for Meta's new AI glasses [1] Group 2 - In September, major consumer electronics events are anticipated from Apple, Samsung/Huawei, and Xiaomi, which is expected to further boost the consumer electronics sector [1] - As of August 28, 2025, the CSI Consumer Electronics Theme Index (931494) rose by 1.66%, with notable increases in stocks such as Rockchip (7.97%) and SMIC (5.95%) [1] - The Consumer Electronics ETF (561600) increased by 0.55%, marking its fifth consecutive rise, with a recent price of 1.1 yuan [1] - Over the week leading up to August 27, 2025, the Consumer Electronics ETF saw a cumulative increase of 9.82%, ranking it in the top 1/5 among comparable funds [1] Group 3 - The CSI Consumer Electronics Theme Index tracks 50 listed companies involved in component production and consumer electronics design and manufacturing [2] - As of July 31, 2025, the top ten weighted stocks in the index accounted for 51.57% of the total, including companies like Luxshare Precision and BOE Technology Group [2] - The Consumer Electronics ETF has several linked products for investors, including those from Ping An [2]

| | | | Wind热门概念指数 | | | | | --- | --- | --- | --- | --- | --- | --- | | 高送转 | 华鲲振宇 | 鸡产业 | 消费电子代丁 | 智能音箱 | 磷化工 | 元线充电 | | 3.73% | 3.41% | 3.37% | 3.12% | 2.76% | 2.64% | 2.07% | | 猪产业 | 网络游戏 | 修改名所 | 饲料 | 创业板低价股 | 生物育种 | Al穿戴设备 | | 1.88% | 1.86% | 1.73% | 1.68% | 1.65% | 1.64% | 1.63% | | 射频及天线 | 数字字生 | 6G | 医保支付改革 | 微软合作商 | 化学纤维 | 脑机接口 | | 1.58% | 1.58% | 1.57% | 1.56% | 1.52% | 1.48% | -1.18% | | 宇树机器人 | 金特估 | 中航系 | 覆铜板 | 玻璃纤维 | 生物科技等权 | 减肥药 | | -1.20% | -1.25% | -1.25% | -1.26% | -1.49% | -1.49% | -1.50 ...

消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司证券 的整体表现。 数据显示，截至2025年7月31日，中证消费电子主题指数(931494)前十大权重股分别为立讯精密 (002475)、中芯国际(688981)、京东方A(000725)、寒武纪(688256)、工业富联(601138)、豪威集团 (603501)、澜起科技(688008)、兆易创新(603986)、东山精密(002384)、歌尔股份(002241)，前十大权重 股合计占比51.57%。 消费电子ETF(561600)，场外联接(平安中证消费电子主题ETF发起式联接A：015894；平安中证消费电 子主题ETF发起式联接C：015895；平安中证消费电子主题ETF发起式联接E：024557)。 Meta与雷朋合作的第三代智能眼镜曝光，预计年内发布。新眼镜提供太阳镜和处方镜片版本，主打续 航升级和AI功能改进，支持实时物体识别与场景理解。AI功能的持续升级表明，Meta在智能眼镜上的 策略逐步转向深度交互体验，有助 ...