China A-share AI glasses sector rallies; Chaoyang Technology, Lianchuang Electronics hit limit-up

The breadth of the move — multiple names at limit-up plus a long tail of double-digit gainers — points to a sector-wide theme trade rather than stock-specific news, which is typical when a supply-chain narrative catches on before earnings can confirm it. The inclusion of component and chip players alongside device makers suggests the market is pricing an entire ecosystem, not a single product cycle. Whether this momentum holds once the limit-up names reopen for trading is the open question, and the next signal will be which companies can point to actual AI-glasses order visibility rather than concept association.