金吾财讯 | 华泰证券表示,AI热潮持续,AI+眼镜作为重要交互入口,2024年已有成熟产品量产发售,并在2025年CES上大放异彩。该行认为AI+眼镜率先普及离不开AI技术进步、产业链逐步成熟及产品精准定位,也为AI+在家电领域的应用提供了范例。家电主要位于AI产业链的应用层和终端产品层,服务机器人、智能安防、影音、智能家居等或是未来AI+的主要方向。2025年2月10日国常会研究提振消费,支持促进“人工智能+消费”,更为AI+家电发展注入动力。因此,未来AI+有望驱动家电大类成长,建议关注布局领先的品牌企业。
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