Investment Rating - The industry investment rating is "Overweight (Maintain)" [2] Core Views - The report emphasizes the potential growth in the electronics sector, particularly driven by advancements in AI and new consumer applications [6][7] - The report highlights the recent launch of Meta's third-generation AI glasses, which marks a significant move into the high-end market [6] - The report suggests focusing on sectors such as PCB, ODM, AIOT, and AIDC for investment opportunities following recent market corrections [7] Market Review - The Shanghai Composite Index closed at 3359.9 points with a weekly decline of -0.51% [5] - The Shenzhen Component Index and the ChiNext Index also experienced declines of -1.16% and -1.66%, respectively [5] - The AI Index showed a slight increase of +0.11%, outperforming the broader market [5] Technology Industry Insights - Meta's new AI glasses, Oakley Meta HSTN Performance, are set to retail at $399 and feature capabilities such as photo capture, music playback, and voice control [6] - Huawei's developer conference showcased advancements in HarmonyOS and AI cloud services, indicating a strong push towards AI integration in various sectors [6] Investment Recommendations - The report recommends focusing on specific companies within the AI new consumption scene, AIDC, and semiconductor sectors for potential growth [7] - Suggested companies include 泰凌微, 恒玄科技, and 潍柴重机 among others, indicating a strategic approach to capitalize on market trends [7]