中信证券指出2025年智能眼镜新品频发。Meta与法国EssilorLuxottica旗下的全球知名运动品牌Oakley

智通财经
24 Jun
中信证券指出2025年智能眼镜新品频发。Meta与法国EssilorLuxottica旗下的全球知名运动品牌Oakley于2025年6月20日正式宣布联合推出全新系列AR眼镜(不带显示)Oakley Meta HSTN。后续Meta或于2025年下半年推出单目显示的AR眼镜。此外厂商也纷纷推出新品。目前智能眼镜光学度数解决方案以使用者自行配镜为主、智能眼镜厂商搭售为辅方式进行且均使用普通光学镜片。随着部分北美智能眼镜厂商正积极探索AR眼镜一体化镜片方案(智能显示功能与光学度数合二为一)中信证券认为可以密切关注具备强制造和研发能力的镜片供应商。

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