Market Performance - AI glasses concept stocks surged on the 20th, with Tianjian Co, Huacan Optoelectronics, Impulse, Biyi Co, and Yidao Information hitting the daily limit up, and Boshi Glasses rising over 10%, reaching a historical high with an intraday surge of over 15% [1] Product Features and Market Potential - The AI glasses feature real-time audio and video recording, multimodal AI integration, object recognition, text translation, and a "retrospective mode" that saves video from 5-25 minutes before recording starts [2] - The demand for smart wearable devices and the rise of generative AI models are driving the AI audio glasses market, with smart audio glasses potentially creating a new audio track by combining AI with vision correction and decorative functions [2] Industry Developments - Shanji Technology launched its first AI glasses, the Shanji A1, equipped with the self-developed Loomo OS, which includes AI cloud storage, AI flash notes, Agent Store, cloud AI center, data security system, and Hi Shanji services [3] - MetaRay-Ban smart glasses received a major v11 update, introducing the "Live AI" feature, which will be available to users in the "Early Experience Program" [4]
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