Group 1 - The AI glasses concept has seen active trading, with companies like Mingyue Optical and Weida Optoelectronics experiencing significant stock price increases of 20% and over 15% respectively [1] - Baidu has launched its first AI glasses, named Xiaodu AI glasses, claiming it to be the "world's first native AI glasses equipped with a Chinese large model" [1] - The estimated price for the Xiaodu AI glasses is around 2000 RMB, comparable to similar products like the Ray-Ban Meta priced at approximately 2160 RMB [1] Group 2 - According to IDC data, the global smart glasses market grew from 1.826 billion USD in 2018 to 5.031 billion USD in 2021, with a CAGR of 28.84% [1] - The market faced growth pressure from 2021 to 2023, but is expected to recover in 2024 with the launch of new head-mounted devices like Apple Vision Pro, leading to accelerated growth from 2024 to 2028 [1] - Domestic leading smart glasses manufacturers are actively entering the AI glasses sector, with companies like Thunderbird and Jiehuan planning to release AI-enabled products in the near future [2]
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