站在AI智能眼镜元年,看新兴赛道与核心玩家的投资价值

估值之家
Oct 28

10月21日,随着Meta运动AI智能眼镜Oakley Meta Vanguard迎来正式发售,2024年大热过一波的AI眼镜主题,再次引起资本市场的高度关注。当天,A股市场相关概念股环旭电子领涨,并以涨停收盘。拉长时间来看,WIND数据显示,其AI眼镜主题指数近一年来的收益率达45.02%,远远高于沪深300同期17.09%的涨幅。图片说明:AI眼镜主题指数的市场表现情况;资料来源:WIND随着...

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