《大行》花旗料2030年AI眼镜市场规模400亿美元 关注舜宇(02382.HK)康耐特(02276.HK)等股份

阿斯达克财经
Dec 12, 2025

花旗报告指,技术仍在发展的人工智能眼镜,看来将成为下一代快速增长的人工智能边缘设备。该行预测2030年人工智能眼镜出货量为约1.12亿副,按2024年起计算年复合增长率105%。2030年市场规模400亿美元,同期年复合增长率112%。该行预测Essilor Luxottica及Meta(META.US)  联盟短期保持领先地位,2030年市占将为31%,对比去年的90%。谷歌及苹果(AAPL....

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