康耐特光学重大事项点评:META上调RAY-BAN产能 关注千问大模型推出

华创证券
Jan 16

事项:1)根据彭博社报道,Meta 与EssilorLuxottic 公司正在考虑在今年年底前将其AI 眼镜Ray-ban 产能翻倍。2)1 月15 日10:00 阿里巴巴召开千问APP 发布会,见证AI 如何“开启办事时代”。评论:26 年Meta 持续放量可期,关注AR 及AI 产品新变化。基于Meta Ray-Ban AI眼镜成功经验,Meta 于25 年9 月发布的Display 带显产品...

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