金吾财讯 | 中国银河证券表示，9-10月是消费电子板块的新品密集发布期，产业链进入量产高峰，建议关注AI端侧创新带来的投资机会。1）可穿戴设备：智能眼镜行业处于爆发式成长期，目前Meta占据主要份额，预计国产厂商相关产品将逐步上量。该机构认为Meta此次新品发布会亮点：第一，智能眼镜产品矩阵成型。相较于此前以Ray-Ban Meta一款AI眼镜为主的情况，此次Meta推出运动垂直场景的AI眼镜Oakley Meta Vanguard，以及具备显示和手势交互功能的AR眼镜Ray-Ban Display，形成了覆盖不同价位、不同消费场景下的智能眼镜产品矩阵，显示公司智能眼镜业务成熟度的提升，也为行业发展框定了方向。第二，推出消费级AR眼镜。全球VR产品需求疲软，AR产品仍处于技术尚未成熟的早期发展阶段。Ray-Ban Display是Meta推出的首款AR眼镜，采用单目全彩显示屏而非双目全息显示，以及采用LCoS显示方案而非MicroLED方案，兼顾了技术成熟度和性价比，使AR眼镜步入消费级，将有助于推动该品类渗透率提升，相关零配件公司也将受益。2）手机：上周苹果新品手机上市，在“加量不加价”的策略下，该机构预期苹果手机销量有望超预期。最新跟踪显示苹果有加单情况，该机构建议关注相关产业链公司估值修复机会。
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