金吾财讯 | 智能穿戴设备概念向好，晶门半导体(02878)涨6.67%，舜宇光学科技(02382)涨2.4%，瑞声科技(02018)涨1.59%。华金证券指出，智能可穿戴设备的需求增长，以及生成式人工智能大模型的崛起，正在将AI音频眼镜推向更广的市场。在短期为AR眼镜用户画像较为模糊背景下，智能交互眼镜以替代耳机功能为切入口，以眼镜(矫正视力/装饰)为载体，搭配AI提高体验与卖点，有望开辟音频新赛道，建议关注进入各产品供应链或有相关技术储备厂商。
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