AI眼镜新时代:蓝思科技将如何引领市场潮流?

泡财经
Yesterday

AI眼镜第二波行情启动,蓝思科技(300433.SZ)(06613.HK)凭“材料+模块+整机”全栈能力成为最稀缺标的。Meta本周确认下一代Ray-Ban AI眼镜将新增AR显示功能,蓝思继续独供三大核心部件:1.外屏升级为0.7 mm超薄微晶玻璃;2.新增光波导支架,采用CNC+纳米镀膜工艺;3.镜腿集成天线与散热模块,采用铝合金+MIM粉末冶金。在国内市场,蓝思长沙基地已为Rokid Max...

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