花旗表示，在 Meta Connect 大会发布的 VR 眼镜及其他新品中，歌尔股份与舜宇光学是主要受益厂商。
分析师Kyna Wong等人在研报中写道，鉴于定价较高，新款 Meta VR 眼镜出货量大概率有限。
歌尔股份将持续提升在 Meta AI 眼镜业务中的份额，而新款 VR 眼镜有望对冲传统 VR 头显业务下滑的影响。
舜宇光学将同时受益于 AI 眼镜与新款 VR 眼镜。
待 Meta 明年初推出 Ray-Ban Display 2 时，舜宇光学、康耐特光学以及豪威科技（Omnivision）将获得更大业务增量。
花旗称，Meta 在 2026 年 Meta Connect 大会发布 Meta 雷朋第三代智能眼镜、Meta 音频眼镜以及 Meta VR 眼镜，产品搭载 Muse 等最新 AI 功能。
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