华泰证券:头部企业重磅新品发布在即,看好AI+AR眼镜产业链

金融界
Aug 28
华泰证券指出,今年Meta Connect大会将于9月17日-18日拉开帷幕。据Meta CTO透露,会上Meta有望发布带显示智能眼镜Celeste、第三代RayBan-Meta眼镜以及运动款Oakley眼镜,并可能展示全新的“元宇宙软件”,从硬件、交互、软件层面重新定义AI眼镜。除Meta外,年初以来国内小米、Rokid、雷鸟、Xreal等已陆续推出AI/AR眼镜,国外谷歌三星苹果亚马逊等头部公司对于AI/AR眼镜的软硬件规划也逐步清晰。我们持续看好在AI模型能力提升的背景下,眼镜这一产品形态作为Always-on交互入口所具备的长期潜力;同时建议关注近期头部企业新品发布对产业链带来的短期催化。

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