投资要点行业观点:智能眼镜产业持续迭代,AI+拍摄眼镜、带显眼镜、运动户外眼镜等产品百花齐放。海外科技大厂加快布局,Meta、苹果、OpenAI 等公司陆续入局,持续关注产业技术迭代及新品推出节奏,关注镜片及渠道龙头。OpenAI:9/19 据悉,OpenAI 计划开发的产品包括无显示屏智能音箱,及眼镜、数字录音笔和可穿戴胸针等产品,首批设备发布目标时点为2026 年末或2027 年初。Meta:...
Source Link投资要点行业观点:智能眼镜产业持续迭代,AI+拍摄眼镜、带显眼镜、运动户外眼镜等产品百花齐放。海外科技大厂加快布局,Meta、苹果、OpenAI 等公司陆续入局,持续关注产业技术迭代及新品推出节奏,关注镜片及渠道龙头。OpenAI:9/19 据悉,OpenAI 计划开发的产品包括无显示屏智能音箱,及眼镜、数字录音笔和可穿戴胸针等产品,首批设备发布目标时点为2026 年末或2027 年初。Meta:...
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